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What smart money is saying about KadantUnited States flag

KAI · Industrials · Industrial - Machinery · Market cap $3.44B

1 fund in our archive has pitched Kadant, most recently Conestoga in December 2024.

Company profile

Kadant Inc. supplies technologies and engineered systems worldwide. It operates through three segments: Flow Control, Industrial Processing, and Material Handling. The Flow Control segment develops, manufactures, and markets fluid-handling systems and equipment, such as rotary joints, syphons, turbulator bars, expansion joints, and engineered steam and condensate systems; and doctoring, cleaning, and filtration systems and related consumables, consisting of doctor systems and holders, doctor blades, shower and fabric-conditioning systems, formation systems, and water-filtration systems. The Industrial Processing segment develops, manufactures, and markets ring and rotary debarkers, stranders, chippers, logging machinery, industrial automation and control systems, recycling and approach flow systems, and virgin pulping process equipment for use in the packaging, tissue, wood products, and alternative fuel industries. The Material Handling segment offers conveying and vibratory equipment, and balers and related equipment; and manufactures and sells biodegradable absorbent granules for carriers in as carriers in agricultural, home lawn and garden, professional lawn, turf, and ornamental applications, as well as for oil and grease absorption. The company was formerly known as Thermo Fibertek Inc. and changed its name to Kadant Inc. in July 2001. Kadant Inc. was incorporated in 1991 and is headquartered in Westford, Massachusetts.

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Summarize with Warren AI
2
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q4 2024 and Q3 2025, 2 fund letters reported a position in Kadant, with 1 sell (trimmed or exited).

Fund letters reporting a position in Kadant, by quarter
QuarterLettersBoughtSoldTheses
Q3 20251010
Q2 20251000
Q4 20240001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 1 move

  • “Activity levels reflected the volatility during the quarter. We made four new investments across multiple sectors. We also sold six investments. Kadant Inc. (KAI) and Star Group (SGU) were sold due to valuation.”
    Kadant
  • “CORE GROWTH FUND — TOP 10 HOLDINGS AS OF MARCH 31, 2025 Percent of Security Name Net Assets HealthEquity, Inc. 4.2% Casella Waste Systems, Inc., Class A 3.7% Shift4 Payments, Inc. 3.2% Paylocity Holding Corp. 2.9% Kadant, Inc. 2.8%”
    Kadant

Fund coverage · 1 thesis

  • Conestoga
    December 2024

    Kadant, Inc. is a leading supplier of engineered parts for critical industries, with a strong market position, consistent recurring revenue, and a management team known for delivering long-term above-market returns.

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