PCP
DCI icon

Perbak Capital Partners’s Donaldson DCI Stock Holding History

Perbak Capital Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,418
Closed -$392K – 319
2025
Q4 		$392K Sell
4,418
-12,748
-74% -$1.11M 0.12% 99
2025
Q3 		$1.41M Buy
17,166
+5,090
+42% +$384K 0.25% 34
2025
Q2 		$837K Buy
12,076
+7,084
+142% +$476K 0.19% 79
2025
Q1 		$335K Buy
+4,992
New +$345K 0.25% 93

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perbak Capital Partners's DCI Position: Q1 2026 in Review

Perbak Capital Partners sold out of Donaldson (DCI) in Q1 2026, closing a stake of 4,418 shares — an estimated $392K sold.

Perbak Capital Partners first reported a position in DCI in Q1 2025 and held it in 4 quarters. The position peaked at $1.41M in Q3 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Perbak Capital Partners reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 4,418 Donaldson shares in Q1 2026, an estimated $392K.
  • Perbak Capital Partners first reported a position in Donaldson in Q1 2025 and held it in 4 quarters.
  • Perbak Capital Partners's Donaldson position peaked at $1.41M in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.