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 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 $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Heartland Advisors's CMCO Position: Q1 2026 in Review

Heartland Advisors increased its Columbus McKinnon (CMCO) stake by 17% in Q1 2026, buying an estimated $1.84M and bringing the position to 694,050 shares worth $10.1M. The position accounts for 0.51% of the portfolio, ranked #64.

Heartland Advisors first reported a position in CMCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

Heartland Advisors held 694,050 shares of Columbus McKinnon worth $10.1M as of Q1 2026.
Heartland Advisors bought 98,950 Columbus McKinnon shares in Q1 2026, an estimated $1.84M.
Columbus McKinnon made up 0.51% of Heartland Advisors's portfolio in Q1 2026, its #64 holding.
Heartland Advisors first reported a position in Columbus McKinnon in Q4 2024 and has held it in 6 quarters since.
Heartland Advisors's Columbus McKinnon position peaked at $10.3M in Q4 2025.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.