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Kadant Inc.

KAI Industrials
$319.42 +$12.52 (4.08%)
Market Cap: $3.77 B
Gurus Holding
5
Popularity Rank
#2090
% of Shares Held
2.79%
Net Activity (Q1 2026)
+$16.48 M

Guru Ownership Trend

Guru Analysis for Kadant Inc. (KAI)

Kadant Inc. (KAI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.38 M.

Top institutional holders include Chuck Royce and Jeremy Grantham.

Institutional sentiment is currently Bullish. This is evidenced by a $16.48 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 58.9%. Conversely, Ray Dalio reduced exposure by 74.5%.

Key Holders

Top 5 by Value

$69.56 M
$22.82 M
$1.97 M
$1.57 M
$527,399

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$18.02 M
Total Buy Value
New Buys 0
Additions 4
-$1.54 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Kadant Inc. (KAI)

Major holders include Chuck Royce ($69.56 M), Jeremy Grantham ($22.82 M), Cliff Asness ($1.97 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 329,897 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.48 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited KAI. The total reported sell value was $1.54 M.

Yes, 0 managers opened new positions in KAI, and 4 increased their existing holdings. The total reported buy value was $18.02 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.69% Add 16.1% 237,946 $69.56 M Q1 2026
0.06% Add 46.5% 78,053 $22.82 M Q1 2026
0.00% Add 58.9% 6,724 $1.97 M Q1 2026
0.01% Add 33.9% 5,370 $1.57 M Q1 2026
0.00% Reduce -74.5% 1,804 $527,399 Q1 2026
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