Heartland Advisors’s Columbus McKinnon CMCO Stock Holding History

Heartland Advisors’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.24M	Sell	544,750 -149,300	-22%	-$2.22M	0.37%	115
2026 Q1	$10.1M	Buy	694,050 +98,950	+17%	+$1.84M	0.51%	64
2025 Q4	$10.3M	Buy	595,100 +123,025	+26%	+$1.97M	0.55%	62
2025 Q3	$6.77M	Sell	472,075 -150,000	-24%	-$2.26M	0.36%	113
2025 Q2	$9.5M	Buy	622,075 +44,700	+8%	+$683K	0.53%	72
2025 Q1	$9.77M	Buy	577,375 +477,375	+477%	+$12.4M	0.56%	73
2024 Q4	$3.72M	Buy	+100,000	New	+$3.63M	0.2%	151

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Heartland Advisors's CMCO Position: Q2 2026 in Review

Heartland Advisors reduced its Columbus McKinnon (CMCO) stake by 22% in Q2 2026, selling an estimated $2.22M and leaving 544,750 shares worth $8.24M. The position accounts for 0.37% of the portfolio, ranked #115.

Heartland Advisors first reported a position in CMCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3M in Q4 2025. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

Heartland Advisors held 544,750 shares of Columbus McKinnon worth $8.24M as of Q2 2026.
Heartland Advisors sold 149,300 Columbus McKinnon shares in Q2 2026, an estimated $2.22M.
Columbus McKinnon made up 0.37% of Heartland Advisors's portfolio in Q2 2026, its #115 holding.
Heartland Advisors first reported a position in Columbus McKinnon in Q4 2024 and has held it in 7 quarters since.
Heartland Advisors's Columbus McKinnon position peaked at $10.3M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.