Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$402,556,165
+$89,065,433 QoQ
Shares Held
461,171
-3.9% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026London & Capital Asset Management Ltd holds $402,950,574 across 2 Specialty Industrial Machinery names. GEV ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
461,171 | $402,556,165 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,099 | $394,409 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,556,165 | 461,171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,490,732 | 479,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,256,197 | 71,973 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,601,180 | 55,941 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,828,003 | 15,815 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||