DONALDSON Co Inc · Brief

Next report

33 days

Dec 3 · after closeest.Q1 FY27

Expected move

±7.8%implied · straddle

76.4689.46

spot 82.96exp Dec 18ATM strike 85ATM straddle 7.65IV 31%

Oct 30 closeprovisional

Expected move

—≥ implied

Q4 FY26—▲+2.12%—

quarterimplied−5%0+5%realized×

Q4 FY26—▲+2.12%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 3 report · est.

Bull2 of 3

+2.76%change in shares held by the largest reporting managers over the latest quarter13F · Jun 30 '26

628managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

6 of 22some of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

5tracked funds holding the companyN-PORT · Jul 31 '26

AI captions · Oct 26 '26once per report · top 2 per case

DCI report session

No linked exposure.

Oct 298-KMaterial agreement: 8-K Item 1.01.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.