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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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
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

K2 Principal Fund's CMCO Position: Q1 2026 in Review

K2 Principal Fund increased its Columbus McKinnon (CMCO) stake by 151% in Q1 2026, buying an estimated $1.13M and bringing the position to 101,000 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #220.

K2 Principal Fund first reported a position in CMCO in Q2 2024 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • K2 Principal Fund held 101,000 shares of Columbus McKinnon worth $1.47M as of Q1 2026.
  • K2 Principal Fund bought 60,775 Columbus McKinnon shares in Q1 2026, an estimated $1.13M.
  • Columbus McKinnon made up 0.1% of K2 Principal Fund's portfolio in Q1 2026, its #220 holding.
  • K2 Principal Fund first reported a position in Columbus McKinnon in Q2 2024 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.