Fmr Llc ownership in CMCO / Columbus McKinnon Corporation

Columbus McKinnon Corporation

US ˙ NasdaqGS ˙ US1993331057

Security	CMCO / Columbus McKinnon Corporation
Institution	Fmr Llc
Latest Disclosed Ownership	1,158,473 shares
Ownership	4.05%

2023-02-09 - Fmr Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,158,473 shares of Columbus McKinnon Corporation (US:CMCO). This represents 4.046 percent ownership of the company. In their previous filing dated 2022-02-09 , Fmr Llc had reported owning 1,446,037 shares, indicating a decrease of -19.89 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2023-02-09	2023-02-09	13G/A	1,446,037	1,158,473	-19.89	4.05	-20.42
2022-02-09	2022-02-09	13G	80,000	1,446,037	1,707.55	5.08	1,183.84
2016-07-11	2016-07-11	13G/A	1,168,100	80,000	-93.15	0.40	-93.18
2016-03-10	2016-03-10	13G/A	2,219,000	1,168,100	-47.36	5.81	-47.37
2016-02-12	2016-02-12	13G/A		2,219,000		11.04
2015-02-13	2015-02-13	13G/A		2,989,761		14.98
2014-02-14	2014-02-14	13G/A		2,934,698		14.90
2013-02-14	2013-02-14	13G/A		2,921,163		14.98
2012-02-14	2012-02-14	13G/A		2,911,049		15.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	20,550	3,285	19.03	299	0.34	0.0000
2026-02-17	2025-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	17,265	5,518	46.97	298	76.79	0.0000
2025-11-13	2025-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	11,747	3,440	41.41	168	33.33	0.0000
2025-08-14	2025-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	8,307	-1,678	-16.81	127	-25.44	0.0000
2025-05-12	2025-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	9,985	3,990	66.56	169	-24.22	0.0000
2025-02-13	2024-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	5,995	-470,208	-98.74	223	-98.70	0.0000
2024-11-13	2024-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	476,203	-3,698	-0.77	17,143	3.43	0.0010
2024-08-13	2024-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	479,901	27,896	6.17	16,576	-17.83	0.0011
2024-05-13	2024-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	452,005	-446,987	-49.72	20,173	-42.49	0.0014
2024-02-13	2023-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	898,992	-335,198	-27.16	35,079	-18.58	0.0027
2023-11-13	2023-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,234,190	-28,894	-2.29	43,086	-16.09	0.0037
2023-08-11	2023-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,263,084	44,765	3.67	51,344	13.41	0.0043
2023-08-11	2023-03-31	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,218,319	59,845	5.17	45,273	20.36	0.0041
2023-05-11	2023-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,218,319	59,845		45,273		0.0041
2023-02-13	2022-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,158,474	148,568	14.71	37,616	42.38	0.0037
2022-11-10	2022-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,009,906	55,069	5.77	26,419	-2.47	0.0028
2022-08-12	2022-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	954,837	-540,982	-36.17	27,089	-57.29	0.0027
2022-05-13	2022-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,495,819	49,782	3.44	63,423	-5.19	0.0051
2022-02-14	2021-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,446,037	-41,000	-2.76	66,894	-6.96	0.0049
2022-02-14	2021-09-30	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,487,037	25,130	1.72	71,898	1.95	0.0057
2021-11-15	2021-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,487,037	25,130		71,898		0.0057
2021-08-13	2021-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,461,907	398,283	37.45	70,523	25.67	0.0055
2021-05-14	2021-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,063,624	304	0.03	56,117	37.29	0.0048
2021-02-08	2020-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,063,320	-2,800	-0.26	40,875	15.83	0.0036
2020-11-13	2020-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	1,066,120	102,107	10.59	35,289	9.44	0.0036
2020-08-24	2020-06-30	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	964,013	94,402	10.86	32,246	48.33	0.0035
2020-08-13	2020-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	964,013	94,402		32,246		792.1899
2020-05-14	2020-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	869,611	81,925	10.40	21,740	-31.05	0.0030
2020-02-07	2019-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	787,686	-1,364	-0.17	31,531	9.69	0.0035
2019-11-13	2019-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	789,050	-42,187	-5.08	28,745	-17.61	0.0034
2019-08-13	2019-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	831,237	195,037	30.66	34,887	59.64	0.0041
2019-05-13	2019-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	636,200	167,700	35.80	21,853	54.76	0.0026
2019-02-13	2018-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	468,500	60,171	14.74	14,121	-12.54	0.0019
2018-11-09	2018-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	408,329	185,751	83.45	16,145	67.29	0.0018
2018-08-10	2018-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	222,578	222,578		9,651		0.0011
2017-02-10	2016-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	0	0		0		0.0000
2016-11-14	2016-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	0	-80,000	-100.00	0	-100.00
2016-08-11	2016-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	80,000	-610,813	-88.42	1,132	-89.60	0.0002
2016-05-16	2016-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	690,813	-1,528,187	-68.87	10,887	-74.04	0.0015
2016-02-12	2015-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,219,000	0	0.00	41,939	4.07	0.0056
2015-11-10	2015-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,219,000	-776,161	-25.91	40,297	-46.18	0.0057
2015-08-25	2015-06-30	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,995,161	0	0.00	74,879	-7.20	0.0096
2015-08-13	2015-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,995,161			74,879
2015-05-14	2015-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,995,161	5,400	0.18	80,690	-3.75	0.0103
2015-02-17	2014-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,989,761	3,455	0.12	83,833	27.66	0.0109
2014-11-14	2014-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,986,306	63,600	2.18	65,669	-16.94	0.0089
2014-08-14	2014-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,922,706	-2,394	-0.08	79,059	0.89	0.0106
2014-05-15	2014-03-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,925,100	-9,500	-0.32	78,363	-1.61	0.0109
2014-02-13	2013-12-31	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,934,600	3,538	0.12	79,645	13.08	0.0113
2013-11-14	2013-09-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,931,062	1,562	0.05	70,433	12.77	0.0108
2013-09-24	2013-06-30	13F/A-1	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,929,500	2,929,500		62,457		0.0102
2013-08-14	2013-06-30	13F	COLUMBUS MCKINNON CORP N Y	COM	199333105	2,929,500			62,457		0.0102

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.