Davis Investment Partners, LLC

Position in GEV — GE Vernova Inc.

CIK 1963865 CHARLOTTE, NC

Position in GEV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,352,069

+$604,524 QoQ

Shares Held

2,002

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,221

of 3,398 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Davis Investment Partners, LLC holds $3,954,219 across 4 Specialty Industrial Machinery names. GEV ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	2,002	$2,352,069
2	ROK	Rockwell Automation, Inc	1,685	$834,209
3	AOS	Smith A O Corp	8,382	$525,719
4	DOV	DOVER Corp	1,080	$242,222

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,352,069	2,002	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,747,545	2,002	-1.2%	Shares	Sole	2026-04-20
2025-12-31	$1,324,786	2,027	+0.0%	Shares	Sole	2026-01-06
2025-09-30	$1,245,787	2,026	-1.2%	Shares	Sole	2025-10-20
2025-06-30	$1,085,286	2,051	+2.0%	Shares	Sole	2025-07-08
2025-03-31	$613,918	2,011	+20.3%	Shares	Sole	2025-04-15
2024-12-31	$549,642	1,671	+46.1%	Shares	Sole	2025-01-13
2024-09-30	$291,697	1,144	-3.3%	Shares	Sole	2024-10-07
2024-06-30	$202,896	1,183	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.