SCHEDULE: Brandes Investment Partners Discloses 11.34% Stake in Graham Corp
Beneficial Ownership Report
Brandes Investment Partners, L.P. reported a beneficial ownership of 11.34% of Graham Corp's common shares as of December 31, 2025.
Summary
- Brandes Investment Partners, L.P. (the "Reporting Person") filed an Amendment No. 6 to Schedule 13G regarding its ownership in Graham Corp.
- As of December 31, 2025, Brandes Investment Partners beneficially owned 1,245,819 common shares of Graham Corp.
- This ownership represents 11.34% of the total class of common shares outstanding.
- The Reporting Person holds shared voting power over 771,666 shares and shared dispositive power over all 1,245,819 shares.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Graham Corp.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as slightly positive, as the continued significant ownership by a reputable institutional investor like Brandes Investment Partners can be interpreted as a vote of confidence in Graham Corp's long-term prospects, albeit with a passive investment strategy.
Positives
- A significant institutional investor, Brandes Investment Partners, maintains a substantial stake (11.34%) in Graham Corp, indicating continued confidence in the company.
- The filing explicitly states the stake is held in the ordinary course of business and not for control purposes, suggesting a passive, long-term investment approach.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that Schedule 13G filings are standard disclosures by institutional investors holding more than 5% of a company's stock, indicating a passive investment intent. Brandes Investment Partners' continued significant stake in Graham Corp suggests its ongoing belief in the company's long-term value proposition within its sector, without seeking to influence management or control.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially reinforcing investor confidence.
- Company Management: Awareness of a large, passive institutional investor on the shareholder register.
Key Dates
| Date | Description |
|---|---|
| 2025-12-31 | Date of event requiring the filing of this statement, representing the beneficial ownership as of this date. |
| 2026-02-09 | Date the Schedule 13G Amendment No. 6 was signed by Brandes Investment Partners, L.P. |
Keywords
Graham Corp, Brandes Investment Partners, Schedule 13G, beneficial ownership, institutional investor, common shares, equity stake, passive investment
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