EVI Industries, Inc.
US ˙ NYSEAM ˙ US26929N1028

SecurityEVI / EVI Industries, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership111,750 shares
Latest Disclosed Value $ 2,299,853
Dimensional Fund Advisors Lp reports 3.89% increase in ownership of EVI / EVI Industries, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 111,750 shares of EVI Industries, Inc. (US:EVI) valued at $2,299,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 107,563 shares of EVI Industries, Inc.. This represents a change in shares of 3.89% during the quarter. The current value of the position is $1,925,452 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EVI INDS COM 26929N102 111,750 4,187 3.89 2,300 -13.31 0.0001
2026-02-12 2025-12-31 13F EVI INDS COM 26929N102 107,563 3,183 3.05 2,652 -19.61 0.0006
2025-11-12 2025-09-30 13F EVI INDS COM 26929N102 104,380 852 0.82 3,300 46.10 0.0007
2025-08-12 2025-06-30 13F EVI INDS COM 26929N102 103,528 4,359 4.40 2,259 35.70 0.0005
2025-05-13 2025-03-31 13F EVI INDS COM 26929N102 99,169 3,141 3.27 1,664 5.99 0.0004
2025-02-13 2024-12-31 13F EVI INDS COM 26929N102 96,028 1,480 1.57 1,570 -14.07 0.0004
2024-11-07 2024-09-30 13F EVI INDS COM 26929N102 94,548 2,388 2.59 1,828 4.82 0.0004
2024-08-09 2024-06-30 13F EVI INDS COM 26929N102 92,160 -2,440 -2.58 1,743 -25.99 0.0005
2024-05-10 2024-03-31 13F EVI INDS COM 26929N102 94,600 0 0.00 2,356 4.95 0.0006
2024-02-07 2023-12-31 13F EVI INDS COM 26929N102 94,600 0 0.00 2,245 -4.39 0.0007
2023-11-09 2023-09-30 13F EVI INDS COM 26929N102 94,600 6,948 7.93 2,348 21.80 0.0008
2023-08-09 2023-06-30 13F EVI INDS COM 26929N102 87,652 10,202 13.17 1,928 25.70 0.0006
2023-05-12 2023-03-31 13F EVI INDS COM 26929N102 77,450 9,803 14.49 1,534 153,200.00 0.0005
2023-02-09 2022-12-31 13F EVI INDS COM 26929N102 67,647 4,583 7.27 2 -99.91 0.0005
2022-11-10 2022-09-30 13F EVI INDS COM 26929N102 63,064 916 1.47 1,143 84.06 0.0004
2022-08-12 2022-06-30 13F EVI INDS COM 26929N102 62,148 -1,349 -2.12 621 -47.37 0.0002
2022-05-13 2022-03-31 13F EVI INDS COM 26929N102 63,497 -45 -0.07 1,180 -40.55 0.0004
2022-02-09 2021-12-31 13F EVI INDS COM 26929N102 63,542 2,217 3.62 1,985 30.25 0.0006
2021-11-12 2021-09-30 13F EVI INDS COM 26929N102 61,325 885 1.46 1,524 -13.06 0.0005
2021-08-12 2021-06-30 13F EVI INDS COM 26929N102 60,440 619 1.03 1,753 4.41 0.0006
2021-05-14 2021-03-31 13F EVI INDS COM 26929N102 59,821 8,800 17.25 1,679 -6.67 0.0006
2021-03-08 2020-12-31 13F/A-2 EVI INDS COM 26929N102 51,021 0 0.00 1,799 36.39 0.0006
2021-02-11 2020-12-31 13F EVI INDS COM 26929N102 51,021 0 1,799 649.7032
2020-11-12 2020-09-30 13F EVI INDS COM 26929N102 51,021 0 0.00 1,319 14.10 0.0006
2020-08-13 2020-06-30 13F EVI INDUSTRIES COM 26929N102 51,021 723 1.44 1,156 42.01 0.0005
2020-05-14 2020-03-31 13F EVI INDUSTRIES COM 26929N102 50,298 0 0.00 814 -43.12 0.0004
2020-02-14 2019-12-31 13F EVI INDUSTRIES COM 26929N102 50,298 -477 -0.94 1,431 -11.56 0.0005
2019-11-12 2019-09-30 13F EVI INDUSTRIES COM 26929N102 50,775 0 0.00 1,618 -17.66 0.0006
2019-08-13 2019-06-30 13F EVI INDUSTRIES COM 26929N102 50,775 0 0.00 1,965 3.80 0.0008
2019-08-12 2019-03-31 13F/A-2 EVI INDUSTRIES COM 26929N102 50,775 0 0.00 1,893 3.27 0.0008
2019-05-10 2019-03-31 13F EVI INDUSTRIES COM 26929N102 50,775 1,893
2019-02-26 2018-12-31 13F/A-1 EVI INDUSTRIES COM 26929N102 50,775 50,775 1,833 0.0008
2019-02-13 2018-12-31 13F EVI INDUSTRIES COM 26929N102 50,775 1,833
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.