K2 Principal Fund’s Columbus McKinnon CMCO Stock Holding History

K2 Principal Fund’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	–	Sell	-101,000	Closed	-$1.5M	–	509
2026 Q1	$1.47M	Buy	101,000 +60,775	+151%	+$1.13M	0.1%	220
2025 Q4	$694K	Buy	+40,225	New	+$645K	0.06%	244
2024 Q3	–	Sell	-25,651	Closed	-$886K	–	273
2024 Q2	$886K	Buy	+25,651	New	+$1.04M	0.16%	116

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

K2 Principal Fund's CMCO Position: Q2 2026 in Review

K2 Principal Fund sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 101,000 shares — an estimated $1.5M sold.

K2 Principal Fund first reported a position in CMCO in Q2 2024 and held it in 3 quarters. The position peaked at $1.47M in Q1 2026. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

K2 Principal Fund reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
K2 Principal Fund sold 101,000 Columbus McKinnon shares in Q2 2026, an estimated $1.5M.
K2 Principal Fund first reported a position in Columbus McKinnon in Q2 2024 and held it in 3 quarters.
K2 Principal Fund's Columbus McKinnon position peaked at $1.47M in Q1 2026.
176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.