Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Graham Corp (GHM)

177 + Investors. Track Smart Money conviction in GHM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — GHM

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added GHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
177 hedge funds hold GHM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

88 buying90 selling
Last quarter: 90 funds reduced or exited vs 88 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new GHM position: 26 → 31 → 25 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 27% medium ■ 29% new
77 out of 177 hedge funds have held GHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+21% value, -7% shares)

Value
+21%
Shares
-7%
Last quarter: total value of institutional GHM holdings rose +21% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

17 → 26 → 31 → 25 → 41 new funds/Q
New funds entering each quarter: 26 → 31 → 25 → 41. A growing number of institutions are discovering GHM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new
Entry-cohort mix of 180 holders: 91 (51%) are 2+ year veterans, 24 entered 1–2 years ago, and 65 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
39 of 176 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GHM

In 2026 Q1, 88 hedge funds were net buyers of GHM (41 opened a new position, 47 added to an existing one), while 90 reduced or exited (67 trimmed, 23 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in GHM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 177.

Hedge Fund Ownership: GHM

How many hedge funds hold GHM — quarterly history vs. share price
Quarterly hedge fund ownership of GHM vs. share price

Market Analysis: GHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GHM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Graham Corp (GHM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GHM has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
GHM
+40.3%
XLI
+11.9%

GHM outperformed XLI by +28.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
GHM
+12.7%
XLI
+5.5%

Since the filing became public, GHM outperformed XLI by +7.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: GHM
177 + Investors

Track Smart Money conviction in GHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 177 159 11.32%
13F Shares 9M 10M -6.96%
Total Value $696M $573M 21.48%
New Positions 41 25 +16
Increased Positions 47 52 -5
Closed Positions 23 24 -1
Reduced Positions 65 65 -
Total Calls 3 1 200.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: GHM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

177 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GHM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GHM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Agman Capital LLC 12.68% 201,839 $15.9M
2 Catawba River Capital 4.63% 117,716 $9.6M
3 Ffg Retirement Advisors LLC 1.75% 38,000 $3.0M
4 Essex Investment Management Co LLC 1.60% 128,294 $10.1M
5 Teton Advisors, LLC 1.18% 21,300 $1.7M
6 De Lisle Partners LLP 0.85% 89,916 $7.1M
7 Brandes Investment Partners, LP 0.65% 1,170,981 $92.4M
8 Prescott Group Capital Management, L.L.C. 0.63% 80,536 $6.4M
9 Informed Momentum Co LLC 0.51% 56,477 $4.5M
10 Uniplan Investment Counsel, Inc. 0.46% 56,565 $4.5M
11 Portolan Capital Management, LLC 0.43% 103,556 $8.2M
12 VARCOV Co. 0.41% 13,916 $1.1M
13 Shaker Investments LLC/Oh 0.38% 10,698 $844K
14 Yorktown Management & Research Co Inc 0.36% 5,450 $430K
15 Royce & Associates LP 0.35% 448,758 $35.4M
16 Legato Capital Management LLC 0.32% 45,025 $3.6M
17 WealthTrust Axiom LLC 0.31% 16,130 $1.3M
18 Mirabella Financial Services LLP 0.29% 39,159 $3.1M
19 Punch & Associates Investment Management, INC. 0.26% 57,138 $4.5M
20 Intrinsic Edge Capital Management LLC 0.25% 19,128 $1.5M
21 American Capital Management Inc 0.22% 51,520 $4.1M
22 Driehaus Capital Management LLC 0.20% 342,908 $27.1M
23 CenterBook Partners LP 0.19% 44,876 $3.5M
24 Gamco Investors, INC. Et Al 0.19% 243,907 $19.2M
25 Kennedy Capital Management LLC 0.18% 109,555 $8.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Graham Corp (GHM)

What does the Smart Money Trend signal show for GHM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added GHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GHM?

More sellers than buyers — 49% buying: Last quarter: 90 funds reduced or exited vs 88 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GHM holders?

Strong quality — 22% AUM from major funds: 39 of 176 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GHM?

44% of holders stayed for 2+ years: 77 out of 177 hedge funds have held GHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Graham Corp (GHM) following the 2026 Q1 hedge fund 13F filings?

As of today, GHM has moved +12.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), GHM has gained +40.3% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →