Y-Intercept (HK)’s Columbus McKinnon CMCO Stock Holding History

Y-Intercept (HK)’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 Q3	$766K	Buy	+48,090	New	+$811K	0.02%	1121
2026 Q2	–	Sell	-27,154	Closed	-$395K	–	1775
2026 Q1	$395K	Sell	27,154 -93,223	-77%	-$1.74M	0.01%	1319
2025 Q4	$2.08M	Sell	120,377 -16,534	-12%	-$265K	0.05%	602
2025 Q3	$1.96M	Sell	136,911 -42,603	-24%	-$641K	0.05%	619
2025 Q2	$2.74M	Buy	+179,514	New	+$2.74M	0.07%	462
2024 Q3	–	Sell	-9,005	Closed	-$311K	–	1368
2024 Q2	$311K	Buy	9,005 +3,674	+69%	+$149K	0.02%	1025
2024 Q1	$238K	Buy	+5,331	New	+$216K	0.02%	1074
2022 Q3	–	Sell	-8,812	Closed	-$250K	–	1002
2022 Q2	$250K	Buy	+8,812	New	+$303K	0.03%	632

Other funds holding CMCO

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Y-Intercept (HK)'s CMCO Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Columbus McKinnon (CMCO) in Q3 2026: 48,090 shares worth $766K. The stake represents 0.02% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in CMCO as recently as Q1 2026.

Y-Intercept (HK) first reported a position in CMCO in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.74M in Q2 2025. 60 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

Y-Intercept (HK) held 48,090 shares of Columbus McKinnon worth $766K as of Q3 2026.
Columbus McKinnon was a new Y-Intercept (HK) position in Q3 2026.
Columbus McKinnon made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1121 holding.
Y-Intercept (HK) first reported a position in Columbus McKinnon in Q2 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s Columbus McKinnon position peaked at $2.74M in Q2 2025.
60 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.