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SIRIOS CAPITAL MANAGEMENT L P

Position in GEV — GE Vernova Inc.

CIK 1104883 BOSTON, MA

Position in GEV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$97,841,165
-$9,463,559 QoQ
Shares Held
83,279
-32.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
11.90%
of 13F equity value
Holder Rank
#201
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in GEV Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

SIRIOS CAPITAL MANAGEMENT L P holds $120,849,156 across 3 Specialty Industrial Machinery names. GEV ranks #1 (81.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
This page
83,279 $97,841,165

All Filings in GEV

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $97,841,165 83,279
2026-03-31 $107,304,724 122,929
2025-12-31 $105,028,045 160,699
2025-09-30 $108,556,905 176,544
2025-06-30 $95,343,834 180,183
2025-03-31 $61,867,128 202,657
2024-12-31 $61,523,067 187,040
2024-09-30 $55,336,014 217,021
2024-06-30 $29,073,689 169,516