QSV Equity Investors LLC KAI — KADANT INC

Ownership history in QSV Equity Investors LLC  ·  9 quarters on record

AI Ownership Summary

QSV Equity Investors LLC reported KADANT INC (KAI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.76% in 2023 Q4. The latest visible filing shows KAI at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QSV Equity Investors LLC's position in KADANT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KAI was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KAI stock page QSV Equity Investors LLC fund profile QSV Equity Investors LLC full holdings
How QSV Equity Investors LLC held KAI — position size vs. price
% of Fund (quarterly)    KAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32.9% +2.7% ❌ 2,441 -1,198 -32.9% 1.03% $696K 2026-02-14 (Est.) $333.64
2025 Q3 UNCHANGED — — — 3,639 — 0% 1.11% $1.1M 2025-11-14 $254.34
2025 Q2 REDUCED — — — 3,639 -31 -0.8% 1.20% $1.2M 2025-08-13 $355.14
2025 Q1 REDUCED 18.5% -5.7% ✅ 3,670 -834 -18.5% 1.28% $1.2M 2025-05-14 $321.78
2024 Q4 ADDED — — — 4,504 +1 +0.0% 1.49% $1.6M 2025-02-12 $354.86
2024 Q3 REDUCED 15.7% +2.4% ❌ 4,503 -839 -15.7% 1.43% $1.5M 2024-11-14 $390.12
2024 Q2 REDUCED — — — 5,342 -37 -0.7% 1.64% $1.6M 2024-08-14 $306.12
2024 Q1 REDUCED 16.8% -11.4% ✅ 5,379 -1,084 -16.8% 1.70% $1.8M 2024-05-15 $278.44
2023 Q4 INITIATED — — — 6,463 — — 1.76% $1.8M 2024-02-14 $312.01

🏢 Other funds also holding KAI

As of 2026 Q1 — sorted by position size

Grandeur Peak Global Advisors, LLC 3Y 7Y 7.78% DUDLEY & SHANLEY, INC. 3Y 7Y 3.62% WASATCH ADVISORS LP 3Y 7Y 2.02% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 1.82% RIVERBRIDGE PARTNERS LLC 3Y 7Y 1.8% Conestoga Capital Advisors, LLC 3Y 7Y 1.23% Clean Yield Group 3Y 7Y 1.0% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.0% ROYCE & ASSOCIATES LP 3Y 7Y 0.69% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.58%

FAQ About QSV Equity Investors LLC and KAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has QSV Equity Investors LLC reported owning KAI?

QSV Equity Investors LLC reported KAI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KAI position in QSV Equity Investors LLC's portfolio?

The largest reported portfolio weight for KAI was 1.76% in 2023 Q4.

What is the latest reported KAI position on this page?

The most recent filing on this page is 2025 Q4, when QSV Equity Investors LLC reported 2,441 shares, equal to 1.03% of portfolio, with an estimated market value of $696K.

What does the chart on this KAI ownership page compare?

The chart compares QSV Equity Investors LLC's quarterly KAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did QSV Equity Investors LLC time their KAI position?

Based on 13F filing dates vs. subsequent KAI price moves, QSV Equity Investors LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on KAI relative to SPY over the holding period was -12.6%.

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