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APPLIED INDL TECHNOLOGIES IN AIT

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions.

Company profile

Business mix

  • It operates in two segments, Service Center and Engineered Solutions.
  • It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies.
  • The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies.
  • Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 0.8% $78.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $78.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +296,601 / 0
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$78.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +296,601 (New) Total shares 296,601 Value $78.7M

Recent mentions

No public mentions.