Quarterly Activity Chart
Adds vs. Reduces by Quarter
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IEX —
IDEX CORP
CUSIP: 45167R104 · Held by 4 superinvestors · Combined value: $394,661,312
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 0.1% | $224,658,147 | 1,262,550 | ADD | +918,208 |
| 2 | Ken Griffin | 0.0% | $99,632,343 | 559,921 | ADD | +210,376 |
| 3 | Wallace Weitz | 4.1% | $69,659,062 | 391,475 | REDUCE | -15,000 |
| 4 | Mairs & Power | 0.0% | $711,760 | 4,000 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +918,208 | +266.7% |
| Ken Griffin | ADD | +210,376 | +60.2% |
| Wallace Weitz | REDUCE | -15,000 | -3.7% |
| Jim Simons | SOLD | -170,425 | Exit |
| Ray Dalio | SOLD | -9,459 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | NEW BUY | +344,342 | New |
| Ray Dalio | NEW BUY | +9,459 | New |
| Jim Simons | ADD | +161,900 | +1899.1% |
| Ken Griffin | ADD | +255,564 | +271.9% |
| Wallace Weitz | ADD | +250 | +0.1% |
Who Owns IEX? Superinvestor Holdings
IDEX CORP is held by 4 tracked superinvestors, with a combined position value of $395 million . The largest positions are held by Dodge & Cox (0.1% of portfolio), Ken Griffin (0.0% of portfolio), Wallace Weitz (4.1% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 1 reduced or exited.