Graham Corporation

GHM • NYSE

Graham Corporation is a industrial - machinery company in the industrials sector on NYSE, led by Daniel Thoren, with a market cap of $691.7M. As of Q3 2025, 80% of shares are held by 157 institutional investors, with BRANDES INVESTMENT PARTNERS, LP as the largest holder at 12.5%.

President and Chief Executive OfficerDaniel Thoren

Market Cap$691.7M

Industrial - Machinery

Industrials

Employees595.0

Websitegrahamcorp.com

Country

United States of America

Overview

Overview of institutional ownership in GHM as of Q3 2025 with a market cap of $602.6M

All Institutions

Institutions: 157
Value Held: $484.4M
Shares Held: 8.8M
Avg Position: $3.1M
Median Position: $433.0K

Hedge Funds

Hedge Funds: 20
Value Held: $52.3M
Shares Held: 952.7K
Avg Position: $2.6M
Median Position: $572.1K

Ownership Breakdown

Institutional (non-HF)

71.71%

$432.1M

Hedge Funds

8.68%

$52.3M

Retail & Other

19.61%

$118.2M

Based on market cap of $602.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in GHM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	Oliver Michael Murray CEO	$75.3M 0.60% of portfolio	12.50% 1.4M shares	Q1 2020 Held for 5y 8m	$12.5B
B BlackRock, Inc. Institution	-	$42.5M 0.00% of portfolio	7.05% 773.3K shares	Q1 2016 Held for 9y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$33.1M 0.00% of portfolio	5.49% 602.4K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
R ROYCE & ASSOCIATES LLC Institution	-	$25.2M 0.25% of portfolio	4.19% 459.7K shares	≤ Q2 2013 Held for 12y 5m+	$10.0B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$16.9M 0.02% of portfolio	2.81% 308.7K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
F First Eagle Investment Management, LLC Long Only Manager	Mehdi Asif Mahmud CEO	$16.8M 0.03% of portfolio	2.79% 306.7K shares	Q1 2023 Held for 2y 8m	$54.9B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	Brent Walker Gledhill CEO	$15.0M 0.04% of portfolio	2.50% 274.0K shares	Q3 2025 Held for 2 months	$38.7B
G GAMCO INVESTORS, INC. ET AL Institution	-	$14.8M 0.14% of portfolio	2.45% 269.4K shares	Q3 2020 Held for 5y 2m	$10.3B
A AMERICAN CENTURY COMPANIES INC Institution	-	$14.1M 0.01% of portfolio	2.34% 257.4K shares	Q1 2015 Held for 10y 8m	$195.93B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$13.8M 0.00% of portfolio	2.29% 251.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for GHM in Q3 2025

Traded: +$21.6M
Buyers: 80
Sellers: 57
Total Bought: +$58.6M
Total Sold: −$37.0M
Avg Position: $3.0M

Biggest Buyers

Institution	Net Bought	Current Position
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$15.0M +274.0K shares	$15.0M 274.0K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$10.4M +188.6K shares	$10.4M 188.6K shares
R ROYCE & ASSOCIATES LLC Institution	+$4.9M +89.0K shares	$25.2M 459.7K shares
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	+$3.1M +55.7K shares	$75.3M 1.4M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$3.0M +55.2K shares	$4.7M 85.4K shares
Uniplan Investment Counsel, Inc. RIA/Wealth	+$2.2M +40.6K shares	$2.2M 40.6K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	+$1.8M +32.8K shares	$6.4M 115.8K shares
R Roubaix Capital, LLC Hedge Fund•Long/Short	+$1.4M +25.2K shares	$3.8M 69.4K shares
H HRT FINANCIAL LLC Institution	+$1.3M +23.0K shares	$1.3M 23.0K shares
MORGAN STANLEY RIA/Wealth	+$1.2M +21.4K shares	$11.7M 212.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
WASATCH ADVISORS INC Long Only Manager	−$8.5M −154.2K shares	$8.9M 162.0K shares
G G2 Investment Partners Management LLC Hedge Fund•Long/Short	−$5.2M −95.1K shares	$3.3M 60.0K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$2.7M −48.5K shares	$13.8M 251.5K shares
F First Eagle Investment Management, LLC Long Only Manager	−$2.2M −40.0K shares	$16.8M 306.7K shares
Archon Capital Management LLC Hedge Fund•Long/Short	−$1.7M −35.0K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$1.5M −26.6K shares	$42.5M 773.3K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	−$1.3M −24.2K shares	$1.4M 25.1K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	−$1.3M −22.8K shares	$730.7K 13.3K shares
G GRACE & WHITE INC /NY RIA/Wealth	−$925.6K −16.9K shares	$1.7M 30.4K shares
CWM Advisors, LLC ETF Provider	−$912.3K −18.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GHM in Q3 2025

New Positions: 16
New Value: $30.3M
Exited Positions: 7
Exited Value: $4.9M

New Positions

Institution	Position Value
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	$15.0M 274.0K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$10.4M 188.6K shares
Uniplan Investment Counsel, Inc. RIA/Wealth	$2.2M 40.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.1M 20.8K shares
Union Bankshares Corp Institution	$293.7K 5.4K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$291.6K 5.3K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$219.3K 4.0K shares
I INCEPTIONR LLC Hedge Fund•Quant	$211.1K 3.8K shares
PRUDENTIAL FINANCIAL INC Institution	$208.9K 3.8K shares
A AdvisorShares Investments LLC Institution	$164.7K 3.0K shares

Exited Positions

Institution	Previous Position
Archon Capital Management LLC Hedge Fund•Long/Short	$1.7M 35.0K shares
CWM Advisors, LLC ETF Provider	$912.3K 18.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$804.1K 16.2K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$782.9K 15.8K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$390.4K 7.9K shares
Summit Global Investments Long Only Manager	$302.3K 6.1K shares
MAI Wealth Advisors RIA/Wealth	$1.3K 27.0 shares

Options Activity

Institutions with the largest Call and Put options positions in GHM as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: $225.1K

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$225.1K 41.0 contracts

Most Committed Institutions

Institutions with GHM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	1.77% $2.7M	0.46% 50.0K shares	Q4 2022 Held for 2y 11m	$154.8M
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	1.73% $3.8M	0.63% 69.4K shares	Q2 2025 Held for 5 months	$220.3M
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	1.21% $7.9M	1.31% 143.7K shares	Q3 2022 Held for 3y 2m	$652.5M
G G2 Investment Partners Management LLC Hedge Fund•Long/Short	Joshua M Goldberg Managing Partner	0.70% $3.3M	0.55% 60.0K shares	Q1 2024 Held for 1y 8m	$467.4M
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	Oliver Michael Murray CEO	0.60% $75.3M	12.50% 1.4M shares	Q1 2020 Held for 5y 8m	$12.5B
D De Lisle Partners LLP Institution	-	0.59% $4.8M	0.80% 87.9K shares	Q1 2024 Held for 1y 8m	$815.6M
COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth	John Thomas Dipasquale CEO	0.49% $10.3M	1.71% 187.3K shares	≤ Q2 2013 Held for 12y 5m+	$2.1B
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	0.47% $4.4M	0.73% 80.5K shares	Q4 2024 Held for 11 months	$948.6M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	0.35% $1.7M	0.28% 30.4K shares	Q2 2020 Held for 5y 5m	$481.2M
W WealthTrust Axiom LLC Institution	-	0.33% $1.2M	0.21% 22.7K shares	Q2 2021 Held for 4y 5m	$373.3M

Hedge Fund Spotlight

Discover hedge funds investing in GHM

Quantbot Technologies LLC

Hedge Fund • Quant

Portfolio ManagerPaul Edward White

Portfolio Value: $3.7B
Positions: 1,694
Last Reported: Q3 2025

Sector Allocation

Position in Graham Corporation

Market Value: $9.7K
Shares Held: 176.0
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SoFi Technologies, Inc. SOFI	Financial - Credit Services Financial Services	$29.1M	0.79%
2 Lam Research LRCX	Semiconductors Technology	$27.8M	0.75%
3 Honeywell International HON	Conglomerates Industrials	$27.6M	0.75%