COLUMBUS MCKINNON CORP/NY · CUSIP 199333105 · CIK 1260468
As of 2026-06-30, Bernzott Capital Advisors reported 397.29K CMCO (shares), valued at $6.01M, or 2.41% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 12.46%; reported value decreased 8.85%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.41% | 397,294 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 3.16% | 453,852 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 4.44% | 540,807 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 2.00% | 295,585 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 3.34% | 428,082 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 3.50% | 419,670 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 1.86% | 101,133 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 1.86% | 101,133 | $3.77M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 3.50% | 419,670 | $7.11M | Shares increased 314.97%; reported value increased 88.65%, and weight changed +1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 3.34% | 428,082 | $6.54M | Shares increased 2.00%; reported value decreased 8.00%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 2.00% | 295,585 | $4.24M | Shares decreased 30.95%; reported value decreased 35.16%, and weight changed -1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 4.44% | 540,807 | $9.33M | Shares increased 82.96%; reported value increased 120.09%, and weight changed +2.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 3.16% | 453,852 | $6.59M | Shares decreased 16.08%; reported value decreased 29.31%, and weight changed -1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 2.41% | 397,294 | $6.01M | Shares decreased 12.46%; reported value decreased 8.85%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.