None · None

ILLINOIS TOOL WKS INC ITW

Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.

Company profile

Business mix

  • It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.
  • The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses.
  • The Food Equipment segment provides warewashing, cooking, refrigeration, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services.
  • The Test & Measurement and Electronics segment produce and sells test and measurement; and electronic manufacturing and maintenance, repair, and operations solutions.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • 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
Markel Group Tom Gayner 0.7% $85.2M 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 1 Share count unchanged
Increase amount $22.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +27.8% +91,006 / 327,500
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 327,500 Last 4 periods +0 (0.0%) Total shares 327,500 Value $85.2M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$18.3M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 31.7% 13F value change +$5.7M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.8% 13F value change -$420,802
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.8% 13F value change -$1.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +91,006 (New) Total shares 91,006 Value $22.4M

Recent mentions

No public mentions.