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Data as of Q3 2026
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Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 36 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC | $15.7B | 54.5× | 35.2× | 8.4× | 14.3% | 44.4% | 15.4% | 8.6% | 6.8% | 1.8× | 131 |
| LECO | $15.4B | 30.5× | 20.1× | 3.6× | 5.6% | 36.2% | 12.3% | 35.4% | 18.8% | 1.2× | 193 |
| LOGI | $14.2B | 20.6× | 14.8× | 2.9× | 6.3% | 43.2% | 14.7% | 32.2% | 32.2% | -2.1× | 80 |
| BWXT | $12.6B | 38.5× | 27.6× | 4.0× | 18.3% | 22.9% | 10.3% | 26.7% | 10.1% | 3.0× | 184 |
| LII | $11.9B | 15.3× | — | 2.3× | -2.7% | 33.4% | 15.5% | 69.3% | 34.7% | — | 150 |
| GGG | $11.0B | 22.3× | 14.2× | 4.9× | 5.8% | 52.5% | 23.3% | 19.7% | 19.7% | -0.8× | 177 |
| RRX | $10.9B | 39.0× | 18.1× | 1.8× | -1.6% | 37.4% | 4.7% | 4.1% | 2.4% | 5.1× | 131 |
| PNR | $10.5B | 16.6× | 13.1× | 2.5× | 2.3% | 40.5% | 15.7% | 16.9% | 11.9% | 1.7× | 161 |
| FLS | $10.2B | 30.4× | 22.3× | 2.2× | 3.8% | 33.4% | 7.3% | 15.8% | 9.2% | 1.6× | 132 |
| TTC | $10.2B | 33.9× | 20.1× | 2.3× | -1.6% | 33.4% | 7.0% | 21.8% | 13.3% | 1.7× | 141 |
| DCI | $9.9B | 22.1× | 15.5× | 2.5× | 5.3% | 34.6% | 11.7% | 25.7% | 14.7% | 1.5× | 163 |
| SPXC | $8.4B | 33.3× | 18.0× | 3.7× | 14.2% | 40.5% | 10.8% | 10.9% | 8.9% | 0.3× | 98 |
| TKR | $8.0B | 27.9× | 12.3× | 1.7× | 0.2% | 30.4% | 6.3% | 9.1% | 5.7% | 2.0× | 146 |
| AGCO | $7.6B | 11.1× | 10.7× | 0.8× | -13.5% | 25.5% | 7.2% | 17.0% | 10.8% | 1.9× | 109 |
| ZWS | $7.4B | 38.9× | 24.5× | 4.3× | 8.3% | 45.1% | 11.7% | 12.3% | 9.4% | 0.6× | 90 |
| NOV | $6.9B | 49.6× | 8.9× | 0.8× | -1.4% | 20.2% | 1.7% | 2.3% | 1.8% | 0.2× | 111 |
| GTES | $6.6B | 27.3× | 11.9× | 1.9× | 1.0% | 39.8% | 7.3% | 7.5% | 4.5% | 2.1× | 1 |
| WFRD | $6.5B | 15.1× | 6.8× | 1.3× | -10.8% | — | 8.8% | 25.4% | 13.7% | 0.5× | 77 |
| TEX | $6.5B | 17.0× | 13.1× | 1.2× | 5.7% | 19.4% | 4.1% | 10.5% | 4.7% | 2.9× | 91 |
| AAON | $6.2B | 58.4× | 27.5× | 4.3× | 20.1% | 26.7% | 7.5% | 12.0% | 12.0% | 0.0× | 80 |
| JBTM | $5.7B | — | 16.3× | 1.5× | 121% | 35.1% | -1.3% | -1.1% | -0.8% | 3.8× | — |
| MIDD | $5.3B | — | 10.7× | 1.7× | 1.6% | 39.1% | -8.7% | -10.0% | -5.6% | 2.9× | 94 |
| BC | $4.8B | — | 26.5× | 0.9× | 2.4% | 24.8% | -2.6% | -8.4% | -3.7% | 7.3× | 101 |
| ESAB | $4.6B | 20.2× | 11.4× | 1.6× | 3.7% | 36.9% | 8.0% | 10.5% | 6.7% | 2.1× | 72 |
| WHD | $4.6B | — | 14.1× | 4.2× | -4.5% | 37.0% | 15.4% | 13.5% | 13.5% | -0.4× | 79 |
Peers = companies sharing BC's sector (Engines & Turbines) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
No trend data available for this metric.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-21 | Buelow John G EVP & President Mercury Marine | Grant | 25,760 | $66.00 | $1.7m |
| 2026-09-21 | Preisser Brenna E.V.P. & President Boat Group | Grant | 25,760 | $66.00 | $1.7m |
| 2026-09-21 | Gwillim Ryan M E.V.P. , CFO, CSO | Grant | 45,450 | $66.00 | $3.0m |
| 2026-08-19 | Preisser Brenna E.V.P. & President Boat Group | Tax withholding |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.
| 301 |
| $81.61 |
| $25k |
| 2026-08-19 | Denari Aine EVP, Pres. Navico Group, CTO | Tax withholding | 301 | $81.61 | $25k |
| 2026-08-03 | 2 co-filers Group filing | 10b5-1 plan sale | 206 | $78.45 | $16k |
| 2026-07-31 | Mcclanathan Joseph W Director | Grant | 562 | $79.00 | $44k |
| 2026-07-31 | Whisler J Steven Director | Grant | 1,026 | $79.00 | $81k |
| 2026-07-31 | 2 co-filers Group filing | Grant | 589 | $79.00 | $47k |
| 2026-07-31 | Wood Roger Director | Grant | 585 | $79.00 | $46k |
| 2026-07-31 | Flaherty Lauren Patricia Director | Grant | 562 | $79.00 | $44k |
| 2026-07-31 | Fils-Aime Reginald Director | Grant | 601 | $79.00 | $47k |
| 2026-07-31 | Everitt David C Director | Grant | 740 | $79.00 | $58k |
| 2026-07-31 | Singer David V Director | Grant | 1,046 | $79.00 | $83k |
| 2026-07-31 | Wright Maryann Director | Grant | 581 | $79.00 | $46k |
| 2026-05-26 | Foulkes David M Chief Executive Officer | Open-market sale | 25,853 | $83.12 | $2.1m |
| 2026-05-01 | 2 co-filers Group filing | 10b5-1 plan sale | 194 | $79.36 | $15k |
| 2026-04-30 | Wright Maryann Director | Grant | 547 | $79.45 | $43k |
| 2026-04-30 | Mcclanathan Joseph W Director | Grant | 527 | $79.45 | $42k |
| 2026-04-30 | Singer David V Director | Grant | 989 | $79.45 | $79k |
| 2026-04-30 | Everitt David C Director | Grant | 704 | $79.45 | $56k |
| 2026-04-30 | Whisler J Steven Director | Grant | 970 | $79.45 | $77k |
| 2026-04-30 | Wood Roger Director | Grant | 551 | $79.45 | $44k |
| 2026-04-30 | 2 co-filers Group filing | Grant | 555 | $79.45 | $44k |
| 2026-04-30 | Flaherty Lauren Patricia Director | Grant | 527 | $79.45 | $42k |
| 2026-04-30 | Fils-Aime Reginald Director | Grant | 566 | $79.45 | $45k |
| 2026-02-19 | Cooper Nancy E Director | 10b5-1 plan sale | 192 | $87.64 | $17k |
| 2026-02-17 | Gwillim Ryan M E.V.P. , CFO, CSO | Open-market sale | 12,785 | $87.23 | $1.1m |
| 2026-02-13 | 4 co-filers E.V.P. , CFO, CSO | Tax withholding | 4,101 | $87.04 | $357k |
| 2026-02-13 | 4 co-filers Chief Executive Officer | Tax withholding | 20,757 | $87.04 | $1.8m |
| 2026-02-13 | 4 co-filers EVP Chief Human Resources Off | Tax withholding | 1,877 | $87.04 | $163k |
| 2026-02-13 | 4 co-filers E.V.P. GEN COUNSEL & SECRETARY | Tax withholding | 2,029 | $87.04 | $177k |
| 2026-02-13 | 4 co-filers EVP & President Mercury Marine | Tax withholding | 2,046 | $87.04 | $178k |
| 2026-02-13 | 4 co-filers E.V.P. & President Boat Group | Tax withholding | 2,142 | $87.04 | $186k |
| 2026-02-13 | 4 co-filers EVP, Pres. Navico Group, CTO | Tax withholding | 2,142 | $87.04 | $186k |
| 2026-02-13 | 4 co-filers SVP and Controller | Tax withholding | 776 | $87.04 | $68k |
| 2026-02-13 | 4 co-filers EVP & President Mercury Marine | Tax withholding | 832 | $87.04 | $72k |
| 2026-02-13 | 4 co-filers E.V.P. , CFO, CSO | Tax withholding | 1,094 | $87.04 | $95k |
| 2026-02-13 | 4 co-filers E.V.P. GEN COUNSEL & SECRETARY | Tax withholding | 742 | $87.04 | $65k |
| 2026-02-13 | 4 co-filers EVP, Pres. Navico Group, CTO | Tax withholding | 1,044 | $87.04 | $91k |
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Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position