Follow-The-Filings

Security

CECO

Ceco Environmental Corp. · COM

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

11 owners 3 new max 0.1% (Farallon Capital Manageme...)

grid → activity →
owners 11
max % 0.1%
tracked value $219M
qoq N 3 A 5 R 1

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Farallon Capital Management LLC 2026 Q1 0.1% New 0.1% 234,000 $14M hist
Polen Capital Management LLC 2026 Q1 0.1% Add +0.04 pp 143,231 $9M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 525,567 $31M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 242,511 $14M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 251,904 $15M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 159,079 $9M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 1,780,596 $107M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 217,386 $13M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 93,157 $6M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 11,768 $701 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 9,288 $553 hist

11 current · options excluded

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 $544.84M $557.93M $774.38M
Gross profit $171.02M $196.15M $269.23M
Gross margin * 31.4% 35.2% 34.8%
Net income $12.91M $12.96M $50.05M
Net margin * 2.4% 2.3% 6.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $281.44M $330.97M $410.18M
Total non-current assets * $318.85M $428.73M $483.59M
Total assets $600.29M $759.7M $893.77M
Total current liabilities $203.11M $244.66M $305.83M
Total non-current liabilities * $159.69M $263.14M $264.76M
Total equity $232.64M $247.69M $317.53M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $44.65M $24.83M $5.86M
Cash from investing -$56.49M -$105.31M -$1.08M
Cash from financing $21.14M $65.91M -$11.56M
Net change in cash $8.86M -$17.25M -$4.97M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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