Form 13F security

GHM · GRAHAM CORP

Class EQUITY

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
GAMCO INVESTORS, INC. ET AL2026-06-30$27M0.2%SH 221,907
First Eagle Investment Management, LLC2026-06-30$24M<0.1%SH 194,113
POLEN CAPITAL MANAGEMENT LLC2026-06-30$2.0M<0.1%SH 15,852

Total $53M across 3 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

First Eagle Investment Management, LLC — Combined report.

First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.

Filed rows (3) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
GAMCO INVESTORS, INC. ET ALEQUITY$27M0.2%SH 221,9070001140361-26-032508
First Eagle Investment Management, LLCCOM$24M<0.1%SH 194,1130001325447-26-000033
POLEN CAPITAL MANAGEMENT LLCCOM$2.0M<0.1%SH 15,8520001172661-26-003035
Filing details

First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.