Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$495,790
+$116,079 QoQ
Shares Held
422
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,304
of 3,398 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sepio Capital, LP holds $8,739,482 across 8 Specialty Industrial Machinery names. GEV ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,785 | $4,839,129 | |
| 2 | IEX |
Idex Corp /De/
|
4,209 | $955,232 | |
| 3 | NDSN |
Nordson Corp
|
2,737 | $825,725 | |
| 4 | ETN |
Eaton Corp plc
|
1,697 | $723,125 | |
| 5 | GEV |
GE Vernova Inc.
This page
|
422 | $495,790 | |
| 6 | GGG |
Graco Inc
|
4,711 | $356,198 | |
| 7 | EMR |
Emerson Electric Co
|
2,194 | $314,071 | |
| 8 | ROK |
Rockwell Automation, Inc
|
465 | $230,212 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,790 | 422 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $379,711 | 435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $283,649 | 434 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||