BMI β€” BADGER METER INC

Ownership history in Arjuna Capital  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Arjuna Capital reported a position in BADGER METER INC (BMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.24% (2025 Q2)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

Arjuna Capital Γ— BMI AI Analytics

πŸ“‰ Arjuna Capital underperformed the S&P 500 by –6.3% annually on this BMI position. Timing score: 67% (6/9 decisions correct). Average cost basis: $167.01. Maximum drawdown during holding period: –26.9%.

πŸ“ˆ Position Alpha vs SPY
-6.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.3% ann.
9 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 9 add/trim decisions correct

πŸ’° Entry Quality
$167.01
+6.4% vs current ($177.70)

Best entry: $141.26 (2023 Q3)  Β·  Worst: $215.87 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–26.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 1 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.09% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BMI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,964 -1,730 -46.8% 0.09% $351K $177.70
2025 Q2 REDUCED 3,694 -19 -0.5% 0.24% $905K $243.21
2025 Q1 REDUCED 3,713 -74 -2.0% 0.20% $706K $188.63
2024 Q4 REDUCED 3,787 -7 -0.2% 0.21% $803K $209.98
2024 Q3 ADDED 3,794 +1,134 +42.6% 0.21% $829K $215.87
2024 Q2 ADDED 2,660 +24 +0.9% 0.13% $496K $183.87
2024 Q1 ADDED 2,636 +112 +4.4% 0.12% $427K $159.44
2023 Q4 ADDED 2,524 +252 +11.1% 0.12% $390K $151.85
2023 Q3 ADDED 2,272 +98 +4.5% 0.12% $327K $141.26
2023 Q2 INITIATED 2,174 β€” β€” 0.11% $321K $144.64

🏒 Other funds also holding BMI

As of 2025 Q4 β€” sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 2.32% Rodgers Brothers Inc. 3Y 7Y 1.78% Farrow Financial, Inc. 1.62% Bridge City Capital, LLC 3Y 7Y 1.61% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 1.45% Tower View Wealth Management LLC 3Y 7Y 1.37% MIROVA 3Y 7Y 1.23% NORTHSTAR ASSET MANAGEMENT INC 3Y 1.18% Belpointe Asset Management LLC 3Y 7Y 1.13% BOWEN HANES & CO INC 3Y 7Y 1.13%
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