SAM
KAI icon

Southernsun Asset Management’s Kadant KAI Stock Holding History

Southernsun Asset Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3M Buy
48,681
+5,663
+13% +$1.76M 2.06% 20
2026
Q1 		$12.6M Sell
43,018
-2,015
-4% -$647K 1.82% 22
2025
Q4 		$12.8M Buy
+45,033
New +$12.8M 1.79% 23

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Southernsun Asset Management's KAI Position: Q2 2026 in Review

Southernsun Asset Management increased its Kadant (KAI) stake by 13% in Q2 2026, buying an estimated $1.76M and bringing the position to 48,681 shares worth $15.3M. The position accounts for 2.06% of the portfolio, ranked #20.

Southernsun Asset Management first reported a position in KAI in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Southernsun Asset Management held 48,681 shares of Kadant worth $15.3M as of Q2 2026.
  • Southernsun Asset Management bought 5,663 Kadant shares in Q2 2026, an estimated $1.76M.
  • Kadant made up 2.06% of Southernsun Asset Management's portfolio in Q2 2026, its #20 holding.
  • Southernsun Asset Management first reported a position in Kadant in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Southernsun Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.