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Disclosery

Bernzott Capital Advisors: CMCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on CMCO, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 397,294 CMCO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 397,294 shares
    Change vs previous 13F -56,558 shares

    2.41% of the 13F portfolio, value $6,011,055.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 453,852 shares
    Change vs previous 13F -86,955 shares

    3.16% of the 13F portfolio, value $6,594,467.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 540,807 shares
    Change vs previous 13F +245,222 shares

    4.44% of the 13F portfolio, value $9,328,922.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 295,585 shares
    Change vs previous 13F -132,497 shares

    2% of the 13F portfolio, value $4,238,693.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 428,082 shares
    Change vs previous 13F +8,412 shares

    3.34% of the 13F portfolio, value $6,536,815.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 419,670 shares
    Change vs previous 13F +318,537 shares

    3.5% of the 13F portfolio, value $7,105,005.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 101,133 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,766,193.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).