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AME · Industrials · Industrial - Machinery · Market cap $46.12B

2 funds in our archive have pitched Ametek — most recently Guinness Global Innovators in December 2024.

Company profile

AMETEK, Inc. manufactures and sells electronic instruments and electromechanical devices worldwide. It operates in two segments, Electronic Instruments (EIG) and Electromechanical (EMG). The company's EIG segment offers advanced instruments for the process, aerospace, power, and industrial markets; process and analytical instruments for the oil and gas, petrochemical, pharmaceutical, semiconductor, automation, and food and beverage industries; and instruments to the laboratory equipment, ultra-precision manufacturing, medical, and test and measurement markets. This segment also provides power quality monitoring and metering devices, uninterruptible power supplies, programmable power equipment, electromagnetic compatibility test equipment, gas turbines, and environmental health and safety market sensors, dashboard instruments for heavy trucks and other vehicles, and instrumentation and controls for the food and beverage industries; and aircraft and engine sensors, monitoring systems, power supplies, fuel and fluid measurement systems, and data acquisition systems for the aerospace industry. Its EMG segment offers engineered electrical connectors and electronics packaging to protect sensitive devices and mission-critical electronics; precision motion control products for data storage, medical devices, business equipment, automation, and other applications; high-purity powdered metals, strips and foils, specialty clad metals, and metal matrix composites; motor-blower systems and heat exchangers for use in thermal management, military, commercial aircraft, and military ground vehicles; and motors for use in commercial appliances, fitness equipment, food and beverage machines, hydraulic pumps, and industrial blowers. This segment also operates a network of aviation maintenance, repair, and overhaul facilities. In addition, the company offers clinical and educational communication solutions. AMETEK, Inc. was founded in 1930 and is headquartered in Berwyn, Pennsylvania.

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Summarize with Warren AI
6
Reported positions
0
Bought
3
Sold
8
Letters

Position history

Between Q4 2024 and Q3 2026, 6 fund letters reported a position in Ametek3 trimmed or exited.

Fund letters reporting a position in Ametek, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010
Q2 20263010
Q1 20262010
Q4 20240002

Fund activity · 6 positions · 3 moves

  • TrimmedREQ
    July 2026
    In line with our portfolio framework, we significantly trimmed Ametek.
    Read the letterAmetek
  • ExitedMar Vista U.S. Quality Premier Portfolio
    June 2026
    During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
    Read the letterAmetek
  • HoldsHarding Loevner Global Equity
    June 2026

    Listed in Harding Loevner Global Equity’s reported holdings.

    Read the letterAmetek
  • HoldsMD SASS Concentrated Value
    June 2026
    As of July 15, our five largest positions were Henry Schein (HSIC), Amazon (AMZN), AMETEK (AME), Primo Brands (PRMB), and Williams Companies (WMB), representing 32% of the total portfolio.
    Read the letterAmetek
  • HoldsBuffalo Mid Cap Growth Fund
    March 2026
    AMETEK, Inc. 3.27
    Read the letterAmetek
  • ExitedGiverny Capital Asset Management (GCAM) model portfolio
    March 2026
    We exited Ametek in February at $232, after trimming the position in the fourth quarter.
    Read the letterAmetek

Fund coverage · 2 theses

  • Guinness Global Innovators
    December 2024

    Ametek is a high-quality compounder in niche manufacturing of mission-critical electromechanical and electronic instruments, demonstrating strong organic growth, strategic acquisitions, and robust cash flow generation.

    Read the full thesis
  • REQ
    December 2024

    Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.

    Read the full thesis

Read every full thesis on Ametek

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