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CECO Ceco Environmental Corporation

Industrials, filed as CECO ENVIRONMENTAL CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.1%
  • $37M
  • 1 add 1 exit 1 small

In 2026 Q2 First Eagle Investment Management added to Ceco Environmental, while Farallon Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Reduce 0.11%
  2. First Eagle Investment Manage... Add 0.04%

Who owns CECO

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.04%, was 0.02% Add +13.1% 274,322 $25M History
Polen Capital Management 0.11% Small trim −3.7% 137,977 $13M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.08% Exit −0.08% 234,000 $14M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CECO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CECO insider trades
  • $2.6M bought by 1 insider
  • $10.3M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Jason Dezwirek Director
    Sale
    $6.6M 68,000 shares at $96.94 34% of stake
    Traded Jun 24–25 Filed Jun 26
    ↗
  2. Peter K. Johansson CFO
    Sale
    $2.9M 30,000 shares at $96.49 42% of stake
    Traded Jun 24 Filed Jun 26
    ↗
  3. Richard F Wallman Director
    Buy
    $1.5M 20,000 shares at $76.85 +23% to stake
    Traded Jun 1 Filed Jun 3
    ↗
  4. Munish Nanda Director
    Sale
    $830K 11,218 shares at $74.00 15% of stake
    Traded May 1 Filed May 4
    ↗
  5. Richard F Wallman Director
    Buy
    $1.1M 15,000 shares at $73.43
    Traded Apr 29 Filed May 1
    ↗

Also filed in the last 12 months, not counted as buying or selling: 23 stock grants and 16 share withholdings for taxes.

Congress

1 member of Congress traded CECO in the last three years: 2 buys and 0 sales.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 20 filed Sep 10
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 30 filed Jul 2

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
8-K 3.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K/A 9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.01,2.03,5.02,5.03,7.01,9.01 Filing Doc
8-K 5.02,5.07,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
424B3 Filing Doc
8-K 1.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 13 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.