SEC 13F Intelligence

Carlson Capital, L.P. / AIT

Carlson Capital, L.P.’s Applied Indl Technologies In Position

Does Carlson Capital, L.P. own Applied Indl Technologies In (AIT)? Not currently — the last reported position was 222.5K shares worth $10M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q1 2020
Shares
222.5K
% of Portfolio
+0.27%
Quarters Held
6
position exited

Position History AIT

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $21MQ1 ’19Q2 ’19: $24MQ2 ’19Q3 ’19: $22MQ3 ’19Q4 ’19: $31MQ4 ’19Q1 ’20: $10MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020222.5K$10M+0.27%
Q4 2019460.0K$31M+0.55%
Q3 2019385.0K$22M+0.40%
Q2 2019390.0K$24M+0.36%
Q1 2019345.0K$21M+0.36%
Q4 2018215.0K$12M+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlson Capital, L.P.’s full portfolio or all institutional holders of AIT.