CMCO

CMCO

CMCO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Aristotle Small Cap Equity Fund	3.3%	-	ACIW, AEIS, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, HURN, IPAR, ITRI, JBGS, LQDT, MMSI, MNRO, MTSI, SMG, TKO, VRRM	growth, healthcare, industrials, small caps, technology, Telecommunications, value	Valuations remain compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rate, increased M&A activity, continued reshoring of U.S. manufacturing, and infrastructure-related spending.	VRRM SMG IPAR GRDN FLS ALIT ACIW CHE MTSI DY CHE	View
2025 Q2	Jul 22, 2025	Aristotle Small/Mid Cap Equity	4.6%	-	ACIW, AENE, ALIT, ASGN, BHLB, CHE, CIEN, CMCO, DLB, DY, FTAI, HOOD, IPAR, ITRI, JBGS, MMSI, MTSI, PRGO, SMG, VRRM	growth, industrials, positioning, SMID Cap, technology, value, volatility	MACOM Technology Solutions benefited from exposure to growing demand from Data Center and 5G end market applications. The company surpassed analyst expectations and raised forward guidance, with meaningful exposure to these growing markets along with domestic manufacturing footprint expected to drive additional shareholder value.	VRRM SMG PRGO IPAR FTAI DLB ALIT CHE ACIW MTSI DY CHE	View
2025 Q1	Mar 31, 2025	Aristotle Small Cap Equity Fund	-7.6%	-7.6%	ADC, AER, AGI, ASGN, B, CDMO, CHE, CHH, CMCO, DBI, FFIC, HURN, MMSI, MODV, MTSI, ONB, SUM, VECO, VVV, WWE	gold, healthcare, industrials, REITs, semiconductors, small cap, technology, value	Fund focuses on small-cap segment with compelling valuations relative to large caps, trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rates, increased M&A activity, and continued reshoring of U.S. manufacturing.		View
2025 Q4	Jan 12, 2026	Heartland Value Fund	2.6%	16.0%	ALEX, CMCO, ITGR	fundamentals, rates, Russell 2000, small caps, Takeouts, value	Small-cap stocks are experiencing strengthening fundamentals with profit growth on track to surpass large caps for the first time in 13 quarters. The Russell 2000 Value Index outperformed the S&P 500 in Q4, and small stocks nearly pulled even with large caps in 2025, marking their best relative performance since the pandemic. Attractively priced small stocks are finally gaining investor attention, with four portfolio holdings taken private in the quarter and 14 takeouts over the past year. The fund applies rigorous fundamental analysis focusing on low valuations, high-quality balance sheets, and positive earnings dynamics through their 10 Principles of Value Investing. Federal Reserve rate cuts are expected to benefit emerging businesses more than giant multinationals, contributing to the improving outlook for small-cap stocks. Lower interest rates historically favor smaller companies over large corporations.		View
2025 Q1	Mar 31, 2025	Heartland Value Fund	-5.6%	-5.6%	CMCO, DK, NGD.TO, PCH	energy, gold, Industrial, small caps, Trade Policy, value	Holdings trading at just 10 times earnings for next 12 months, representing 10% earnings yield. Focus on attractively priced, well-managed businesses with sound finances using 10 Principles of Value Investing. Uncertainty creates fear and lower stock prices, providing opportunities for patient, disciplined value investors.	NGD.TO PCH CMCO	View
2025 Q1	Mar 31, 2025	Madison Small Cap Fund	-9.0%	-9.0%	AXS, BOX, CFLT, CMCO, CSL, EHC, HQY, OPCH, POWI, PRMB, RVLV, SHAK, SMG, SMPL, WK	Construction, consumer, financials, healthcare, small cap, tariffs, technology	Industrial economic activity remains depressed and the back half recovery expected in residential and non-residential construction now seems in jeopardy due to stubbornly high interest rates. The managers believe companies with depressed construction exposure are attractively valued but acknowledge these stocks may take longer to inflect upwards than previously anticipated. They continue to see opportunities in construction-related industries due to this unique cycle where many companies have strong balance sheets and higher than normal margin profiles.		View
2024 Q4	Jan 23, 2025	Aristotle Small/Mid Cap Equity	-0.5%	13.5%	ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM	growth, healthcare, industrials, materials, SMID Cap, technology, value	Chart Industries benefited from surging demand for cryogenic equipment used in the clean energy sector, with record high orders and substantial sales increases. The company's equipment serves the industrial gas, energy, and biomedical industries with particular strength in clean energy applications.	NSIT HXL DOC CMCO AXTA COLD	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Heartland Value Fund	Columbus McKinnon Corp.	Industrials	Industrial Machinery	Bull	NASDAQ	acquisition, industrial machinery, insider buying, Leverage reduction, manufacturing, margin expansion, Materials Handling, turnaround	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Small/Mid Cap Equity	Columbus McKinnon	Industrials	Industrial Machinery	Bull	NASDAQ	Automation, Cyclical Recovery, Higher Margin Products, industrial machinery, Intelligent Motion Solutions, Material handling	View Pitch
Jan 27, 2026	Fund Letters	Will Nasgovitz	Columbus McKinnon Corporation	Industrials	Industrial Machinery	Bull	NASDAQ	acquisition, Insiders, Integration, leverage, Margins	View Pitch

BSD Shareholders of CMCO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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