StockDriftsStockDriftsTop 50 Grace & White INC Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNLGIES INC CO | 7.49% | 137.6K | $45.7M | -1.15%(-1.60K) | $29.27(+991.25%) | 2026-09-30 | |
| UNM | UNUM GROUP | 7.01% | 487.6K | $42.8M | +0.00%(+0) | $23.23(+303.65%) | 2026-09-30 | |
| NUE | NUCOR CORP | 4.09% | 106.9K | $25.0M | +0.00%(+0) | $68.67(+275.81%) | 2026-09-30 | |
| SIG | SIGNET JEWELERS LIMITED SHS | 4.04% | 241.0K | $24.7M | -0.04%(-100) | $51.93(+125.18%) | 2026-09-30 | |
| GRC | GORMAN RUPP CO | 3.37% | 276.5K | $20.6M | +0.00%(+0) | $23.12(+203.37%) | 2026-09-30 | |
| EG | EVEREST RE GROUP | 2.87% | 48.0K | $17.5M | +0.00%(+0) | $91.44(+345.70%) | 2026-09-30 | |
| MFC | MANULIFE FINL CORP COM | 2.85% | 408.7K | $17.4M | -0.06%(-250) | $14.55(+213.63%) | 2026-09-30 | |
| TRMLF | TOURMALINE OIL CORP COM | 2.78% | 396.7K | $17.0M | +0.00%(+0) | $20.30(+134.54%) | 2026-09-30 | |
| WST | WEST PHARMACEUTICAL SVCS INCCO | 2.64% | 43.5K | $16.1M | +0.00%(+0) | $46.19(+753.05%) | 2026-09-30 | |
| INGR | INGREDION INC COM | 2.56% | 162.9K | $15.6M | -0.37%(-600) | $80.29(+21.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.66% | +24.77% | +7.82% | +45.68% |
| Top 20 Holdings Unweighted | +7.15% | +23.02% | +7.37% | +42.67% |
Grace & White INC Ny reports $610.34M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are AIT (7.5%), UNM (7.0%) and NUE (4.1%). The top 20 holdings account for 57.05% of reported assets. Its disclosed equity book has returned +24.77% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grace & White INC Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 903064). View Grace & White INC Ny’s 13F filings on SEC