Donaldson's (DCI) Billion-Dollar Quarter Hides A Costlier Bet Ahead
On August 26, Donaldson Company (NYSE:DCI) reported the first $1 billion quarter in its history, an 8% jump that capped a record fiscal year with $3.9 billion in total sales.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 673,621 | $59,878,155 | -9% | 0.02% |
| 2. | Quantinno Capital Hoon Kim | 665,883 | $59,776,344 | +31% | 0.07% |
| 3. | Gotham Asset Management Joel Greenblatt | 657,057 | $58,984,007 | +113% | 0.14% |
| 4. | Point72 Asset Management Steve Cohen | 574,313 | $51,556,078 | +257% | 0.06% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 488,676 | $43,868,445 | +4% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.76 | 3,186 | $199,953.36 | 7,872 | 2023-04-11 | Filing | |
| $49.05 | 560 | $27,468.00 | 1,710 | 2019-03-13 | Filing | |
| $45.30 | 550 | $24,915.00 | 3,598 | 2018-03-13 | Filing | |
| $44.37 | 675 | $29,949.75 | 12,675 | 2017-03-13 | Filing | |
| $31.71 | 600 | $19,026.00 | 964 | 2016-03-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.00 | 3,032 | $275,912.00 | 298,699 | 2026-08-31 | Filing | |
| $89.21 | 6,600 | $588,786.00 | 22,565 | 2026-04-14 | Filing | |
| $89.21 | 7,153 | $638,119.13 | 22,565 | 2026-04-14 | Filing | |
| $89.02 | 5,921 | $527,087.42 | 22,565 | 2026-04-13 | Filing | |
| $88.82 | 126 | $11,191.32 | 22,565 | 2026-04-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,941,762 | $1,072,011,983 | 0.02% | |
| 2. | 9,142,617 | $820,732,728 | 0.56% | |
| 3. | 6,523,217 | $585,589,190 | 0.03% | |
| 4. | 5,249,585 | $471,255,245 | 0.01% | |
| 5. | 5,031,135 | $451,644,989 | 0.01% |