SHAKER INVESTMENTS LLC/OH GHM — GRAHAM CORP

Ownership history in SHAKER INVESTMENTS LLC/OH  ·  5 quarters on record

AI Ownership Summary

SHAKER INVESTMENTS LLC/OH reported GRAHAM CORP (GHM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows GHM at 0.38% 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 GHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAKER INVESTMENTS LLC/OH's position in GRAHAM CORP, 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
2026 Q1

GHM was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

GHM stock page SHAKER INVESTMENTS LLC/OH fund profile SHAKER INVESTMENTS LLC/OH full holdings
How SHAKER INVESTMENTS LLC/OH held GHM — position size vs. price
% of Fund (quarterly)    GHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,698 -210 -1.9% 0.38% $844K 2026-05-05 $97.88
2025 Q4 REDUCED — — — 10,908 -313 -2.8% 0.29% $701K 2026-01-30 $69.92
2025 Q3 REDUCED 18.6% +23.9% ❌ 11,221 -2,568 -18.6% 0.25% $616K 2025-10-17 $59.68
2025 Q2 UNCHANGED — — — 13,789 — 0% 0.28% $683K 2025-07-31 $57.15
2025 Q1 INITIATED — — — 13,789 — — 0.19% $397K 2025-04-23 $29.78

🏢 Other funds also holding GHM

As of 2026 Q2 — sorted by position size

FFG RETIREMENT ADVISORS LLC 3Y 2.49% Ausbil Investment Management Ltd 3Y 0.28% WASATCH ADVISORS LP 3Y 7Y 0.07% Annex Advisory Services, LLC 3Y 7Y 0.07% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% Central Pacific Bank - Trust Division 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About SHAKER INVESTMENTS LLC/OH and GHM

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

How long has SHAKER INVESTMENTS LLC/OH reported owning GHM?

SHAKER INVESTMENTS LLC/OH reported GHM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GHM position in SHAKER INVESTMENTS LLC/OH's portfolio?

The largest reported portfolio weight for GHM was 0.38% in 2026 Q1.

What is the latest reported GHM position on this page?

The most recent filing on this page is 2026 Q1, when SHAKER INVESTMENTS LLC/OH reported 10,698 shares, equal to 0.38% of portfolio, with an estimated market value of $844K.

What does the chart on this GHM ownership page compare?

The chart compares SHAKER INVESTMENTS LLC/OH's quarterly GHM 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 SHAKER INVESTMENTS LLC/OH time their GHM position?

Based on 13F filing dates vs. subsequent GHM price moves, SHAKER INVESTMENTS LLC/OH correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GHM relative to SPY over the holding period was +133.9%.

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