StockDriftsStockDriftsTop 50 Grace & White INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNLGIES INC CO | 7.45% | 139.2K | $47.1M | -1.42%(-2.00K) | $29.27(+1136.62%) | 2026-06-30 | |
| UNM | UNUM GROUP | 6.9% | 487.6K | $43.6M | -0.13%(-620) | $23.23(+301.84%) | 2026-06-30 | |
| GRC | GORMAN RUPP CO | 4.01% | 276.5K | $25.4M | -14.02%(-45.09K) | $23.12(+247.78%) | 2026-06-30 | |
| NUE | NUCOR CORP | 3.77% | 106.9K | $23.8M | -11.90%(-14.44K) | $68.67(+291.21%) | 2026-06-30 | |
| SIG | SIGNET JEWELERS LIMITED SHS | 3.29% | 241.1K | $20.8M | +0.00%(+0) | $51.93(+74.40%) | 2026-06-30 | |
| WSO | WATSCO INC | 2.78% | 42.2K | $17.6M | +0.00%(+0) | $64.64(+384.32%) | 2026-06-30 | |
| EG | EVEREST RE GROUP | 2.71% | 48.0K | $17.1M | +0.00%(+0) | $91.44(+304.75%) | 2026-06-30 | |
| MFC | MANULIFE FINL CORP COM | 2.62% | 409.0K | $16.6M | -0.26%(-1.05K) | $14.55(+205.66%) | 2026-06-30 | |
| TRMLF | TOURMALINE OIL CORP COM | 2.62% | 396.7K | $16.6M | -0.19%(-775) | $20.30(+111.08%) | 2026-06-30 | |
| FSLR | FIRST SOLAR INC COM | 2.52% | 67.6K | $16.0M | -2.75%(-1.92K) | $58.74(+270.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.98% | +29.42% | +8.39% | +49.63% |
| Top 20 Holdings Unweighted | +8.85% | +28.98% | +8.31% | +49.06% |
Grace & White INC reports $632.00M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are AIT (7.5%), UNM (6.9%) and GRC (4.0%). The top 20 holdings account for 58.18% of reported assets. Its disclosed equity book has returned +29.42% on a three-year cumulative basis. Figures reflect the Q2 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’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 903064). View Grace & White INC’s 13F filings on SEC