DXP Stock Is Up 40% This Past Year as One Fund Discloses New $26 Million Position

7 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 1:04 PM CST 4 min read

On February 13, 2026, ACK Asset Management LLC disclosed a caller presumption successful DXP Enterprises (NASDAQ:DXPE), acquiring 240,000 shares worthy $26.35 million.

According to a filing with the Securities and Exchange Commission dated February 13, 2026, ACK Asset Management LLC established a caller involvement successful DXP Enterprises (NASDAQ:DXPE), acquiring 240,000 shares. The quarter-end worth of the presumption stood astatine $26.35 million.

This was a caller position, representing 3.31% of the fund’s 13F reportable assets nether absorption arsenic of December 31, 2025.
Top 5 holdings aft the filing:
- NYSE: MTRN: $59.03 cardinal (7.5% of AUM)
- NYSE: GVA: $57.67 cardinal (7.3% of AUM)
- NYSE: WMS: $56.48 cardinal (7.1% of AUM)
- NYSE: ATS: $50.84 cardinal (6.4% of AUM)
- NYSE: CNM: $46.77 cardinal (5.9% of AUM)
As of February 12, 2026, shares of DXP Enterprises were priced astatine $142.41, up 40% implicit the past twelvemonth and outperforming the S&P 500 by 27 percent points.

Metric

Value

Price (as of marketplace adjacent 2026-02-12)	$142.41
Market Capitalization	$2.28 billion
Revenue (TTM)	$1.96 billion
Net Income (TTM)	$87.19 million

DXP Enterprises distributes maintenance, repair, and operating (MRO) products and equipment, with offerings spanning rotating equipment, bearings, powerfulness transmission, fluid power, information products, and customized pump solutions.
The institution operates a multi-segment concern exemplary combining merchandise distribution, integrated proviso concatenation services, and fabrication of custom-engineered pump packages, generating gross done some nonstop income and value-added services.
It serves a diversified lawsuit basal successful the energy, lipid and gas, nutrient and beverage, petrochemical, transportation, mining, construction, chemical, municipal, agriculture, and pulp and insubstantial industries crossed the United States and Canada.

DXP Enterprises is simply a starring North American distributor of concern MRO products and services, with a beardown beingness successful captious extremity markets and a absorption connected method expertise and integrated solutions. The company's diversified conception operation enables it to seizure worth done some merchandise income and a scope of services, supporting customers successful the concern and vigor sectors. DXP Enterprises' scale, wide merchandise portfolio, and tailored proviso concatenation offerings presumption it arsenic a strategical spouse for concern and vigor assemblage clients seeking operational ratio and reliability.

DXP’s show is noteworthy some successful its banal illustration and its net report. Shares are up 40% implicit the past year, and the steadfast posted $513.7 cardinal successful third-quarter sales, up 8.6% twelvemonth implicit year, with diluted EPS of $1.31. Adjusted EBITDA reached $56.5 million, oregon an 11.0% margin, and escaped currency travel climbed 15.4% to $28.1 cardinal successful the quarter

Plus, currency stands astatine $123.8 million, with full indebtedness of $644.0 cardinal and a nett leverage ratio of 2.31 to 1. That equilibrium expanse is supporting ongoing acquisitions, including 5 completed past year.

At 3.3% of assets, this is simply a meaningful presumption compared with different apical holdings successful infrastructure and concern names similar Granite Construction and Advanced Drainage Systems. Ultimately, semipermanent investors should ticker integrated income per concern time and borderline durability. If execution continues, standard and acquisition integration could compound net good beyond the existent cycle.

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