TFR Capital, LLC.

Position in GEV — GE Vernova Inc.

CIK 2059325 PLANO, TX

Position in GEV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,233,807

+$1,642,353 QoQ

Shares Held

5,306

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.33%

of 13F equity value

Holder Rank

#822

of 3,398 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TFR Capital, LLC. holds $8,089,419 across 5 Specialty Industrial Machinery names. GEV ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	5,306	$6,233,807
2	ETN	Eaton Corp plc	1,856	$790,878
3	EMR	Emerson Electric Co	3,193	$457,077
4	PH	Parker-Hannifin Corp	371	$362,882
5	ITW	Illinois Tool Works Inc	905	$244,775

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,233,807	5,306	+0.9%	Shares	Sole	2026-08-06
2026-03-31	$4,591,454	5,260	+5.3%	Shares	Sole	2026-05-04
2025-12-31	$3,264,582	4,995	+2.2%	Shares	Sole	2026-01-27
2025-09-30	$3,006,246	4,889	+2.1%	Shares	Sole	2025-10-31
2025-06-30	$2,534,099	4,789	+2.1%	Shares	Sole	2025-07-24
2025-03-31	$1,431,457	4,689	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.