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Night Owl Capital Management, LLC

Position in GE — General Electric Co

CIK 1410833 GREENWICH, CT

Position in GE

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$44,140,423
-$3,476,086 QoQ
Shares Held
155,550
+0.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 38.33558341369335.ToString("F0")% Shared 0.ToString("F0")% None 61.66441658630666.ToString("F0")%

Common Shares in GE Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Night Owl Capital Management, LLC holds $107,911,831 across 3 Aerospace & Defense names. GE ranks #2 (40.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GE
General Electric Co
This page
155,550 $44,140,423

All Filings in GE

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9 filing rows on record
Report Date Value (USD) Shares
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 $18,029,439 128,701