Kadant Inc.
US ˙ NYSE ˙ US48282T1043

SecurityKAI / Kadant Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership555,195 shares
Ownership 4.70%
Neuberger Berman Group LLC ownership in KAI / Kadant Inc.

2025-04-04 - Neuberger Berman Group LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 555,195 shares of Kadant Inc. (US:KAI). This represents 4.7 percent ownership of the company. In their previous filing dated 2024-02-13 , Neuberger Berman Group LLC had reported owning 911,582 shares, indicating a decrease of -39.10 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-04 2025-04-04 13G/A 911,582 555,195 -39.10 4.70 -39.67
2024-02-13 2024-02-13 13G/A 850,285 911,582 7.21 7.79 6.86
2023-02-10 2023-02-10 13G/A 848,625 850,285 0.20 7.29 -0.27
2022-02-14 2022-02-14 13G/A 716,353 848,625 18.46 7.31 17.52
2021-02-12 2021-02-12 13G 716,353 6.22

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-14 2026-03-31 13F KADANT Common 48282T104 369,486 -32,526 -8.09 108,019 -5.73 0.0420
2026-02-13 2025-12-31 13F KADANT Common 48282T104 402,012 -25,339 -5.93 114,581 -9.90 0.0853
2025-11-12 2025-09-30 13F KADANT Common 48282T104 427,351 -64,865 -13.18 127,171 -18.61 0.0929
2025-08-25 2025-06-30 13F/A-1 KADANT Common 48282T104 492,216 -62,979 -11.34 156,254 -16.46 0.1202
2025-08-13 2025-06-30 13F KADANT Common 48282T104 492,216 -62,979 156,254 0.0622
2025-05-13 2025-03-31 13F KADANT Common 48282T104 555,195 -191,310 -25.63 187,051 -27.37 0.1567
2025-02-13 2024-12-31 13F KADANT Common 48282T104 746,505 -66,528 -8.18 257,537 -6.28 0.2044
2024-11-14 2024-09-30 13F KADANT Common 48282T104 813,033 -24,158 -2.89 274,805 11.73 0.2144
2024-11-14 2024-06-30 13F/A-1 KADANT Common 48282T104 837,191 -45,265 -5.13 245,950 -15.05 0.2019
2024-08-13 2024-06-30 13F KADANT Common 48282T104 837,191 -45,265 245,950 0.2019
2024-11-14 2024-03-31 13F/A-1 KADANT Common 48282T104 882,456 -29,126 -3.20 289,534 13.31 0.2393
2024-05-13 2024-03-31 13F KADANT Common 48282T104 882,456 -29,126 289,534 0.2393
2024-11-14 2023-12-31 13F/A-2 KADANT Common 48282T104 911,582 -10,403 -1.13 255,526 22.88 0.2228
2024-02-09 2023-12-31 13F KADANT Common 48282T104 911,582 -10,403 255,526 0.2228
2023-11-14 2023-09-30 13F KADANT Common 48282T104 921,985 36,337 4.10 207,954 5.72 0.1895
2023-08-11 2023-06-30 13F KADANT Common 48282T104 885,648 19,860 2.29 196,702 8.96 0.1759
2023-05-12 2023-03-31 13F KADANT Common 48282T104 865,788 15,503 1.82 180,534 19.53 0.1674
2023-02-13 2022-12-31 13F KADANT Common 48282T104 850,285 -9,123 -1.06 151,036 5.36 0.1481
2022-11-15 2022-09-30 13F KADANT Common 48282T104 859,408 47,430 5.84 143,358 -3.18 0.1497
2022-08-15 2022-06-30 13F KADANT Common 48282T104 811,978 -14,165 -1.71 148,064 -7.71 0.1488
2022-05-23 2022-03-31 13F/A-1 KADANT Common 48282T104 826,143 -22,482 -2.65 160,429 -17.98 0.1359
2022-05-13 2022-03-31 13F KADANT Common 48282T104 826,143 -22,482 160,428 0.0716
2022-02-11 2021-12-31 13F KADANT Common 48282T104 848,625 36,771 4.53 195,590 18.04 0.1535
2021-11-12 2021-09-30 13F KADANT Common 48282T104 811,854 31,788 4.08 165,699 20.63 0.1449
2021-08-13 2021-06-30 13F KADANT Common 48282T104 780,066 1,057 0.14 137,362 -4.69 0.1199
2021-05-13 2021-03-31 13F KADANT Common 48282T104 779,009 62,656 8.75 144,124 42.71 0.1377
2021-02-10 2020-12-31 13F KADANT Common 48282T104 716,353 22,577 3.25 100,992 32.79 0.1047
2020-11-12 2020-09-30 13F KADANT Common 48282T104 693,776 189,616 37.61 76,052 51.36 0.0902
2020-08-13 2020-06-30 13F KADANT Common 48282T104 504,160 38,827 8.34 50,245 44.64 0.0625
2020-05-14 2020-03-31 13F KADANT Common 48282T104 465,333 67,040 16.83 34,737 -17.21 0.0530
2020-02-12 2019-12-31 13F KADANT Common 48282T104 398,293 70,249 21.41 41,956 45.69 0.0490
2019-11-13 2019-09-30 13F KADANT Common 48282T104 328,044 38,590 13.33 28,799 9.56 0.0352
2019-08-13 2019-06-30 13F KADANT Common 48282T104 289,454 168,939 140.18 26,285 147.97 0.0314
2019-05-13 2019-03-31 13F KADANT Common 48282T104 120,515 120,515 10,600 0.0130
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.