CMCO β€” COLUMBUS MCKINNON CORP N Y

Ownership history in Palogic Value Management, L.P.  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Palogic Value Management, L.P. reported a position in COLUMBUS MCKINNON CORP N Y (CMCO). 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
2.13% (2023 Q2)
πŸ“Š Avg. % of fund
1.48%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
13

Position Intelligence

Palogic Value Management, L.P. Γ— CMCO AI Analytics

πŸ“‰ Palogic Value Management, L.P. underperformed the S&P 500 by –35.7% annually on this CMCO position. Timing score: 17% (1/6 decisions correct). Average cost basis: $16.64. Maximum drawdown during holding period: –67.3%.

πŸ“ˆ Position Alpha vs SPY
-35.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 35.7% ann.
11 quarters analyzed

⏱️ Timing Score
17%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct

πŸ’° Entry Quality
$16.64
+3.3% vs current ($17.19)

Best entry: $16.64 (2025 Q1)  Β·  Worst: $16.64 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–67.3%
max drawdown while held

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

πŸ’ͺ Fund Conviction
25%
buy-side decisions

2 adds Β· 6 trims. Bought during 1 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.54% 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)    CMCO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 75,000 -45,000 -37.5% 0.54% $1.3M $17.19
2025 Q3 REDUCED 120,000 -1,585 -1.3% 0.69% $1.7M $14.23
2025 Q2 REDUCED 121,585 -380,000 -75.8% 0.76% $1.9M $15.08
2025 Q1 ADDED 501,585 +420,000 +514.8% 1.57% $3.6M $16.64
2024 Q4 UNCHANGED 81,585 β€” 0% 1.18% $3.0M $36.52
2024 Q3 REDUCED 81,585 -15,000 -15.5% 1.17% $2.9M $35.24
2024 Q2 REDUCED 96,585 -10,000 -9.4% 1.41% $3.3M $33.74
2024 Q1 UNCHANGED 106,585 β€” 0% 2.06% $4.8M $43.52
2023 Q4 REDUCED 106,585 -5,000 -4.5% 1.84% $4.2M $37.99
2023 Q3 UNCHANGED 111,585 β€” 0% 1.92% $3.9M $33.92
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CMCO

As of 2025 Q4 β€” sorted by position size

BERNZOTT CAPITAL ADVISORS 3Y 7Y 4.44% Stanley Capital Management, LLC 3Y 7Y 2.03% VAN DEN BERG MANAGEMENT I, INC 3Y 7Y 1.5% Forest Hill Capital, LLC 3Y 7Y 0.9% CM Management, LLC 3Y 0.8% HEARTLAND ADVISORS INC 3Y 7Y 0.55% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.55% Front Street Capital Management, Inc. 3Y 7Y 0.52% SummerHaven Investment Management, LLC 3Y 0.5% Access Investment Management LLC 0.32%
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