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Dimensional Discloses 1,543,622 Shares of Columbus McKinnon (5.4%)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dimensional Fund Advisors LP reports beneficial ownership of 1,543,622 shares of Columbus McKinnon Corp common stock, representing 5.4% of the class. The filing states these shares are owned by investment funds advised or sub-advised by Dimensional and that Dimensional disclaims direct beneficial ownership. Dimensional reports 1,514,597 shares as sole voting power and 1,543,622 shares as sole dispositive power. The statement affirms the holdings were acquired in the ordinary course of business and are not intended to influence control of the issuer.

Positive

  • Significant institutional ownership: 1,543,622 shares represent 5.4% of the class
  • Transparency: Ownership and voting/dispositive power are clearly disclosed
  • Ordinary-course statement: Holdings were acquired and are held in the ordinary course of business

Negative

  • No change‑of‑control intent disclosed, limiting catalysts from this stake
  • Beneficial ownership disclaimed, so economic interests and specific fund-level exposures are not itemized

Insights

Passive institutional stake disclosed; no control claimed.

The filing shows an institutional adviser holds 1,543,622 shares, equal to 5.4% of the class, through client funds for which it provides investment management or sub‑advisory services. The adviser explicitly disclaims beneficial ownership and states the holdings are held in the ordinary course of business.

Because the reporting person reports sole voting and dispositive power over the funds' positions but disclaims ownership, the position is consistent with a passive, portfolio-management role rather than an activist stake; regulatory optics and disclosure obligations are satisfied by this Schedule 13G filing.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/09/2025

FAQ

What stake does Dimensional Fund Advisors LP hold in Columbus McKinnon (CMCO)?

Dimensional reports beneficial ownership of 1,543,622 shares, equal to 5.4% of CMCO common stock.

Does Dimensional claim control of CMCO after this filing?

No. The filing states the shares were acquired in the ordinary course of business and were not acquired to change or influence control.

How many shares does Dimensional have voting power over?

Dimensional reports 1,514,597 shares as sole voting power and 1,543,622 shares as sole dispositive power.

Are the shares owned directly by Dimensional Fund Advisors LP?

No. The filing explains the shares are owned by various funds advised or sub‑advised by Dimensional, and Dimensional disclaims beneficial ownership.

Why was a Schedule 13G filed instead of a Schedule 13D?

The Schedule 13G filing indicates the holder reports passive investment ownership under the applicable rules and disclaims an intent to influence control.
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