DCI — DONALDSON INC

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in DONALDSON INC (DCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2023 Q1)
Avg. % of fund
0.55%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,685 +9,779 +75.8% 0.45% $1.9M $81.37
2023 Q2 REDUCED 12,906 -23,859 -64.9% 0.43% $807K $59.97
2023 Q1 INITIATED 36,765 — — 0.77% $2.4M $62.42
% of Fund (quarterly)    DCI price (monthly, adj. close)

Other funds also holding DCI

As of 2025 Q4 — sorted by position size

MCDANIEL TERRY & CO 3Y 7Y 3.88% DUDLEY & SHANLEY, INC. 3Y 7Y 3.85% CAPITAL COUNSEL LLC/NY 3Y 7Y 3.25% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.65% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.26% Ballast Asset Management, LP 1.43% Aurora Investment Counsel 3Y 7Y 1.42% TrinityBridge Ltd 3Y 7Y 1.37% Values First Advisors, Inc. 3Y 1.16% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.09%
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