Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,371,181
+$31,397,785 QoQ
Shares Held
62,451
+29.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#241
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026LBP AM SA holds $179,507,222 across 14 Specialty Industrial Machinery names. GEV ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
62,451 | $73,371,181 | |
| 2 | ETN |
Eaton Corp plc
|
104,882 | $44,692,317 | |
| 3 | XYL |
Xylem Inc.
|
148,518 | $17,556,312 | |
| 4 | ROK |
Rockwell Automation, Inc
|
21,156 | $10,473,912 | |
| 5 | EMR |
Emerson Electric Co
|
69,836 | $9,997,023 | |
| 6 | PNR |
PENTAIR plc
|
87,202 | $6,684,905 | |
| 7 | CMI |
Cummins Inc
|
5,645 | $4,026,070 | |
| 8 | ITT |
Itt Inc.
|
16,585 | $3,279,849 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,371,181 | 62,451 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $41,973,396 | 48,085 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $49,157,613 | 75,214 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $39,241,072 | 63,817 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $39,841,820 | 75,294 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $31,913,665 | 104,539 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $12,529,272 | 38,091 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,224,316 | 24,411 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,540,406 | 14,812 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||