KAI β€” KADANT INC

Ownership history in HRT FINANCIAL LP  Β·  9 quarters on record

This page tracks every 13F SEC filing in which HRT FINANCIAL LP reported a position in KADANT INC (KAI). 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
0.01% (2020 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

HRT FINANCIAL LP Γ— KAI AI Analytics

πŸ“ˆ HRT FINANCIAL LP outperformed the S&P 500 by +23.6% annually on this KAI position. Timing score: 50% (4/8 decisions correct). Average cost basis: $251.60. Maximum drawdown during holding period: –11.6%.

πŸ“ˆ Position Alpha vs SPY
+23.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.6% per year on this position.
8 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$251.60
+18.0% vs current ($296.90)

Best entry: $106.55 (2020 Q3)  Β·  Worst: $335.84 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–11.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 3 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 0.01% 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)    KAI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,678 +805 +13.7% 0.01% $2.0M $296.90
2025 Q2 ADDED 5,873 +4,852 +475.2% 0.01% $1.9M $316.40
2025 Q1 REDUCED 1,021 -2,928 -74.1% 0.00% $343K $335.40
2024 Q3 ADDED 3,949 +2,685 +212.4% 0.01% $1.3M $335.84
2023 Q3 REDUCED 1,264 -103 -7.5% 0.00% $285K $223.12
2021 Q3 REDUCED 1,367 -2,294 -62.7% 0.00% $279K $199.67
2021 Q2 ADDED 3,661 +1,499 +69.3% 0.01% $644K $172.03
2021 Q1 REDUCED 2,162 -994 -31.5% 0.00% $399K $180.50
2020 Q3 INITIATED 3,156 β€” β€” 0.01% $345K $106.55

🏒 Other funds also holding KAI

As of 2025 Q4 β€” sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 2.52% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 1.79% WASATCH ADVISORS LP 3Y 7Y 1.55% Grandeur Peak Global Advisors, LLC 3Y 7Y 1.06% Conestoga Capital Advisors, LLC 3Y 7Y 1.04% QSV Equity Investors LLC 1.03% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.94% Clean Yield Group 3Y 7Y 0.93% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.91% Advantage Alpha Capital Partners LP 3Y 0.68%
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