Position in GEV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$41,643,440
+$17,803,168 QoQ
Shares Held
47,707
+30.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$9,096
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $167,279,657 across 57 Specialty Industrial Machinery names. GEV ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
47,707 | $41,643,440 | |
| 2 | ETN |
Eaton Corp plc
|
81,269 | $29,067,483 | |
| 3 | CMI |
Cummins Inc
|
35,722 | $19,219,150 | |
| 4 | AME |
Ametek Inc/
|
63,904 | $13,698,461 | |
| 5 | ITT |
Itt Inc.
|
52,916 | $10,082,085 | |
| 6 | DOV |
DOVER Corp
|
34,351 | $7,160,465 | |
| 7 | PH |
Parker-Hannifin Corp
|
6,432 | $5,758,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
19,570 | $5,093,875 |
All Filings in GEV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,096 | 200 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $41,643,440 | 47,707 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,840,272 | 36,477 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $1 | 300 | Put | Sole | 2026-01-26 | |
| 2025-09-30 | $8 | 300 | Put | Sole | 2025-10-15 | |
| 2025-09-30 | $20,225,905 | 32,893 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $264,575 | 500 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $13,155,198 | 24,861 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12 | 500 | Put | Sole | 2025-05-01 | |
| 2025-03-31 | $7,028,156 | 23,022 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,536,931 | 13,793 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,814,214 | 11,037 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,524,380 | 8,888 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||