Impax Asset Management LTD 13F Holdings · last filed Q2 2018
Impax Asset Management LTD reported 65 securities worth $4.12B in its SEC 13F filing for Q2 2018 (period ended 2018-06-30). Top holdings: DHR (5.01%), ECL (4.86%), AWK (4.82%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DHR | Danaher Corp | $206.2M | 5.01% | 2.1M | Trimmed |
| 2 | ECL | Ecolab Inc | $200.0M | 4.86% | 1.4M | Trimmed |
| 3 | AWK | American Water Works Co Inc | $198.3M | 4.82% | 2.3M | Added |
| 4 | XYL | Xylem Inc/NY | $195.6M | 4.75% | 2.9M | Added |
| 5 | A | Agilent Technologies Inc | $167.6M | 4.07% | 2.7M | Added |
| 6 | WTS | Watts Water Technologies Inc | $166.8M | 4.05% | 2.1M | Trimmed |
| 7 | TRMB | Trimble Inc | $152.0M | 3.69% | 4.6M | Added |
| 8 | IEX | IDEX Corp | $145.3M | 3.53% | 1.1M | Added |
| 9 | AOS | AO Smith Corp | $134.6M | 3.27% | 2.3M | Added |
| 10 | ITRI | Itron Inc | $114.8M | 2.79% | 1.9M | Added |
| 11 | SEE | Sealed Air Corp | $113.2M | 2.75% | 2.7M | Added |
| 12 | WMS | Advanced Drainage Systems Inc | $110.7M | 2.69% | 3.9M | Trimmed |
| 13 | FELE | Franklin Electric Co Inc | $104.6M | 2.54% | 2.3M | Added |
| 14 | PTC | PTC Inc | $98.0M | 2.38% | 1.0M | Trimmed |
| 15 | ZWS | Rexnord Corp | $91.3M | 2.22% | 3.1M | Added |
| 16 | VMI | Valmont Industries Inc | $90.6M | 2.20% | 600,745 | Added |
| 17 | SBS | Cia de Saneamento Basico do Es | $85.4M | 2.07% | 14.2M | Added |
| 18 | MWA | Mueller Water Products Inc | $84.8M | 2.06% | 7.2M | Added |
| 19 | WRK | WestRock Co | $81.0M | 1.97% | 1.4M | Added |
| 20 | WTRG | Aqua America Inc | $74.5M | 1.81% | 2.1M | Added |
| 21 | LNN | Lindsay Corp | $71.1M | 1.73% | 733,387 | Added |
| 22 | RVTY | PerkinElmer Inc | $71.0M | 1.72% | 969,533 | Added |
| 23 | PX1 | Praxair Inc | $70.5M | 1.71% | 446,081 | Trimmed |
| 24 | POWI | Power Integrations Inc | $66.1M | 1.61% | 905,176 | Trimmed |
| 25 | TT | Ingersoll-Rand PLC | $65.7M | 1.60% | 732,432 | New |
Source: SEC Form 13F filings · as of 2018-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR