Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$217,223,781
+$59,872,883 QoQ
Shares Held
248,853
+3.4% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 41.314350238896054.ToString("F0")%
Shared 58.68564976110394.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Mar 31, 2026CallValue
$1,222,060
CallShares
1,400
PutValue
$11,784,150
PutShares
13,500
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, 2026Tidal Investments LLC holds $670,564,542 across 41 Specialty Industrial Machinery names. GEV ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
248,853 | $217,223,781 | |
| 2 | ETN |
Eaton Corp plc
|
434,753 | $155,498,104 | |
| 3 | OTIS |
Otis Worldwide Corp
|
431,817 | $33,284,454 | |
| 4 | NDSN |
Nordson Corp
|
115,001 | $30,597,166 | |
| 5 | PH |
Parker-Hannifin Corp
|
32,577 | $29,164,232 | |
| 6 | SMR |
NUSCALE POWER Corp
|
2,233,266 | $24,208,603 | |
| 7 | ROK |
Rockwell Automation, Inc
|
47,834 | $17,166,665 | |
| 8 | MIR |
Mirion Technologies, Inc.
|
775,013 | $14,407,491 |
All Filings in GEV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,223,781 | 248,853 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $11,784,150 | 13,500 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,222,060 | 1,400 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $157,350,898 | 240,756 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $1,111,069 | 1,700 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $103,862,143 | 168,909 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,302,836 | 121,521 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,424,164 | 129,141 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,174,644 | 58,294 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,853,959 | 7,271 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,182,904 | 6,897 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||