Thayer Partners, LLC / MA

Position in GEV — GE Vernova Inc.

CIK 2010185 WYNDMOOR, PA

Position in GEV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,372,042

+$664,650 QoQ

Shares Held

2,019

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.44%

of 13F equity value

Holder Rank

#1,215

of 3,396 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Thayer Partners, LLC / MA holds $4,171,029 across 3 Specialty Industrial Machinery names. GEV ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	2,019	$2,372,042
2	ETN	Eaton Corp plc	3,469	$1,478,210
3	ITW	Illinois Tool Works Inc	1,186	$320,777

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,372,042	2,019	+3.2%	Shares	Sole	2026-07-31
2026-03-31	$1,707,392	1,956	+1.1%	Shares	Sole	2026-05-05
2025-12-31	$1,264,657	1,935	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.