Gencor Industries, Inc.
A maker of heavy machinery for road and highway construction, Gencor Industries builds asphalt plants, burners, and heat-transfer systems used by paving contractors to produce the hot-mix material that becomes roads. Founded in Orlando in 1968 by E.J. Elliott, the company began as Mechtronic International Corporation and renamed itself Gencor in 1987, a nod to its General Combustion lineage. Its signature is the patented Ultradrum, a counterflow mixer whose isolated mixing zone keeps liquid asphalt away from the burner flame.
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties.
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties.
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Marc G. Elliott | 13DActivist | 27.3% | 4.00M | May 8, 2026 |
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties. | ||||
| E.J. Elliott Family Limited Partnership | 13DActivist | 24.2% | 3.54M | May 8, 2026 |
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties. | ||||
| E.J. Elliott, LLC | 13DActivist | 24.2% | 3.54M | May 8, 2026 |
The Reporting Persons acquired and hold the securities of the Issuer for investment purposes. Subject to market conditions, evaluation of the Issuer's business, financial condition and prospects, and other factors, the Reporting Persons may from time to time acquire additional shares of Common Stock and/or Class B Common Stock, dispose of some or all of the shares of Common Stock and/or Class B Common Stock, and/or engage in hedging or other transactions with respect to the shares of Common Stock and/or Class B Common Stock. Except as described in this Statement and in Mr. Elliott's capacity as an officer and chairman of the board of directors of the Issuer, none of the Reporting Persons presently has any plans or proposals that relate to or would result in any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Elliott may, in his capacity as an officer and chairman of the board of directors of the Issuer, engage in discussions with the Issuer's management, board of directors and stockholders regarding the Issuer's operations, strategy, capitalization and governance, consistent with his fiduciary duties. | ||||
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 13GPassive | 9.1% | 1.13M | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | 13G/APassive | 7.43% | 917.2K | Oct 14, 2025 |