← Super investors

BMI

Badger Meter Inc

3 super-investor ownerscombined $62Mlargest position 0.8%

1 NEW1 ADD

3 of the 83 super-investors we track hold BMI, worth a combined $62M per their latest 13F filings. The largest position: Terry Smith at 0.8% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 31 of 100 (how strongly the cohort backs it) — ranked #344 of 742 stocks. The stock is up 5.2x since a tracked investor first held it at conviction size (Q1 2014 or earlier).

Held through it: Mairs & Power Funds (49q straight). All multibaggers the cohort held →

Share𝕏 in

Why super-investors own BMI

BMI is held by 3 super-investors in our cohort, with a combined position value of $62M. The highest-conviction owner is Terry Smith at 0.8% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 3

Peak: 3

Owners (3) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Terry Smith	0.8%	3q	$37M	251,196
2	Mairs & Power Funds	0.1%	40q	$15M	99,464
3	Vulcan Value Partners	0.3%	— 1q	$10M	68,684

Sort↑

Owners of BMI also hold

Mastercard Inc - A

3 shared owners · CCS 66

3 shared owners · CCS 65

Visa Inc-class A Shares

3 shared owners · CCS 64

2 shared owners · CCS 73

Alphabet Inc-cl C

2 shared owners · CCS 67

Alphabet Inc-cl A

2 shared owners · CCS 66

Highest conviction Consensus stocks Biggest buys

Congress is trading BMI

Congress tracker →

8 disclosed trades by 2 members of Congress5 buys · 3 sells

Markwayne Mullinsold$15,001 - $50,000 · 2024-12-18
Markwayne Mullinsold$1,001 - $15,000 · 2024-12-18
Markwayne Mullinbought$1,001 - $15,000 · 2024-01-04 · late
Markwayne Mullinbought$1,001 - $15,000 · 2024-01-04 · late
Markwayne Mullinbought$1,001 - $15,000 · 2024-01-04
Markwayne Mullinbought$1,001 - $15,000 · 2024-01-04

STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →

Recent activity (2)

Manager	Move	% Port.	Δ Shares	Value	Filed
Terry Smith	ADD	0.8%	+89%	$37M	Aug 14, 2026
Vulcan Value Partners	NEW	0.3%	+100%	$10M	Aug 10, 2026

Long US equity 13F-HR filings only. CUSIP 056525108. Not investment advice.