Follow-The-Filings

Security

BRC

Brady Corp. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 2 exits max 0.1% (Robert Olstein - Olstein ...)

owners 10
max % 0.1%
tracked value $477M
qoq A 3 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.1% Exit -0.13 pp 7,500 $609 hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce 0.00 pp 912,640 $74M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.02 pp 149,507 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,839,662 $379M hist
Mairs & Power Inc. 2026 Q1 0.0% 7,000 $569 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 67,391 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 37,704 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 14,895 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 5,715 $464 hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,764 $225 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 30,885 $2M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,002 $235 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.33B $1.34B $1.51B
Gross profit $657.28M $687.88M $760.82M
Gross margin * 49.4% 51.3% 50.3%
Net income $174.86M $197.22M $189.26M
Net margin * 13.1% 14.7% 12.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $524.82M $599.72M $621.84M
Total non-current assets * $864.44M $915.85M $1.11B
Total assets $1.39B $1.52B $1.73B
Total current liabilities $258.04M $264.68M $330.33M
Total non-current liabilities * $140.3M $184.23M $211.71M
Total equity $990.92M $1.07B $1.19B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $209.15M $255.07M $181.2M
Cash from investing -$11.21M -$81.05M -$171.25M
Cash from financing -$163.57M -$70.53M -$83.87M
Net change in cash $37.46M $98.59M -$75.77M

ownership over time

filing count by report period · click a bar for that quarter’s holders