Shepherd Street Advisors LLC

Position in GEV — GE Vernova Inc.

CIK 2110060 LARKSPUR, CA

Position in GEV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,962,016

+$559,266 QoQ

Shares Held

1,670

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#1,326

of 3,398 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Shepherd Street Advisors LLC holds $4,678,230 across 3 Specialty Industrial Machinery names. GEV ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,670	$1,962,016
2	PH	Parker-Hannifin Corp	1,840	$1,799,740
3	CMI	Cummins Inc	1,285	$916,474

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,962,016	1,670	+3.9%	Shares	Sole	2026-07-24
2026-03-31	$1,402,750	1,607	+8.3%	Shares	Sole	2026-04-21
2025-12-31	$969,897	1,484	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.