SEC 13F Intelligence

Cove Street Capital, LLC / AZZ

Cove Street Capital, LLC’s Azz Inc Position

Does Cove Street Capital, LLC own Azz Inc (AZZ)? Not currently — the last reported position was 195.6K shares worth $8M in Q2 2022; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$8M
Q2 2022
Shares
195.6K
% of Portfolio
+2.01%
Quarters Held
9
position exited

Position History AZZ

Reported value by quarter
Q2 ’20: $8MQ2 ’20Q3 ’20: $12MQ4 ’20: $18MQ4 ’20Q1 ’21: $19MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $16MQ4 ’21Q1 ’22: $13MQ2 ’22: $8MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022195.6K$8M+2.01%
Q1 2022275.4K$13M+2.35%
Q4 2021281.3K$16M+2.72%
Q3 2021334.9K$18M+2.64%
Q2 2021343.3K$18M+2.57%
Q1 2021380.7K$19M+2.75%
Q4 2020373.1K$18M+3.13%
Q3 2020357.9K$12M+2.31%
Q2 2020218.9K$8M+1.49%

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