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Night Owl Capital Management, LLC

Position in GE — General Electric Co

CIK 1410833 GREENWICH, CT

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$59,019,815
+$14,879,392 QoQ
Shares Held
157,921
+1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
#270
of 3,420 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 39% Shared 0% None 61%

Common Shares in GE Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Night Owl Capital Management, LLC holds $135,653,323 across 3 Aerospace & Defense names. GE ranks #1 (43.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GE
General Electric Co
This page
157,921 $59,019,815

All Filings in GE

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,019,815 157,921
2026-03-31 $44,140,423 155,550
2025-12-31 $47,616,509 154,584
2025-09-30 $45,986,654 152,871
2025-06-30 $39,030,362 151,639
2025-03-31 $29,462,880 147,204
2024-12-31 $23,567,927 141,303
2024-09-30 $25,784,920 136,732
2024-06-30 $20,254,844 127,413
2024-03-31 $22,590,888 128,701