David A. Siegel Specialty Industrial Machinery

Two Sigma Advisers, LP

$46.1 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AME Ametek Inc	$43B	$68.7 Million 0.15% of portfolio	379,500	Q2 2025 Added 4.43%
OTIS Otis Worldwide Corp	$36.7B	$56 Million 0.12% of portfolio	565,800	Q2 2025 Added 615.3%
CR Crane Holdings, Co.	$10.2B	$37 Million 0.08% of portfolio	195,100	Q2 2025 Reduced 24.06%
GGG Graco Inc	$14.3B	$35 Million 0.08% of portfolio	407,500	Q2 2025 Added 16.9%
IEX Idex Corp	$12.2B	$28.7 Million 0.06% of portfolio	163,700	Q2 2025 Reduced 37.38%
ROK Rockwell Automation, Inc	$39.6B	$25.7 Million 0.06% of portfolio	77,300	Q2 2025 Reduced 33.07%
FLS Flowserve Corp	$7.22B	$14.3 Million 0.03% of portfolio	273,900	Q2 2025 Added 283.61%
ITW Illinois Tool Works Inc	$80.5B	$13.9 Million 0.03% of portfolio	56,100	Q2 2025 Added 2,571.43%
SMR Nuscale Power Corp	$1.5B	$13.5 Million 0.03% of portfolio	340,636	Q2 2025 Reduced 47.01%
PH Parker Hannifin Corp	$97B	$9.29 Million 0.02% of portfolio	13,300	Q2 2025 New
BLDP Ballard Power Systems Inc.	$564M	$8.77 Million 0.02% of portfolio	5,517,400	Q2 2025 Added 143.45%
CMI Cummins Inc	$55.7B	$7.45 Million 0.02% of portfolio	22,735	Q2 2025 Added 1,057.59%
TNC Tennant CO	$1.53B	$5.56 Million 0.01% of portfolio	71,800	Q2 2025 Added 161.09%
AOS Smith A O Corp	$9.13B	$4.85 Million 0.01% of portfolio	74,000	Q2 2025 Added 245.79%
PSIX Power Solutions International, Inc.	$2.11B	$2.9 Million 0.01% of portfolio	44,800	Q2 2025 Added 115.38%
HLIO Helios Technologies, Inc.	$1.75B	$2.82 Million 0.01% of portfolio	84,400	Q2 2025 Reduced 6.95%
WTS Watts Water Technologies Inc	$7.54B	$2.34 Million 0.01% of portfolio	9,514	Q2 2025 Reduced 52.43%
MWA Mueller Water Products, Inc.	$4.19B	$2.2 Million 0.0% of portfolio	91,544	Q2 2025 Reduced 13.8%
GTES Gates Industrial Corp PLC	$7.11B	$2.17 Million 0.0% of portfolio	94,100	Q2 2025 Reduced 83.73%
DCI Donaldson CO Inc	$9.83B	$2.07 Million 0.0% of portfolio	29,822	Q2 2025 New
GRC Gorman Rupp CO	$1.12B	$1.78 Million 0.0% of portfolio	48,440	Q2 2025 Reduced 3.0%
THR Thermon Group Holdings, Inc.	$849M	$995,000 0.0% of portfolio	35,462	Q2 2025 Added 110.31%
FELE Franklin Electric CO Inc	$4.38B	$933,000 0.0% of portfolio	10,400	Q2 2025 New
LXFR Luxfer Holdings PLC	$370M	$780,000 0.0% of portfolio	64,100	Q2 2025 Reduced 10.22%
PKOH Park Ohio Holdings Corp	$272M	$408,000 0.0% of portfolio	22,847	Q2 2025 Added 2.7%
NPO Enpro Industries, Inc	$4.6B	$344,000 0.0% of portfolio	1,800	Q2 2025 Reduced 5.26%
OFLX Omega Flex, Inc.	$351M	$255,000 0.0% of portfolio	7,900	Q2 2025 Reduced 1.25%
ITT Itt Inc.	$14.2B	$235,000 0.0% of portfolio	1,500	Q2 2025 Reduced 74.58%
GTEC Greenland Technologies Holding Corp.	$15.7M	$24,000 0.0% of portfolio	12,500	Q2 2025 New

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David A. Siegel

David A. Siegel is the co-founder and CEO of Two Sigma Advisers, a successful investment firm that uses technology and data-driven approaches to investing. Siegel is known for his expertise in quantitative investing and his innovative approach to investing. He has generated strong returns for his clients over the long term.

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