Position in GEV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$404,903,390
+$126,150,563 QoQ
Shares Held
463,860
+8.8% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95.90781701375415.ToString("F0")%
Shared 0.ToString("F0")%
None 4.09218298624585.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Derivatives in GEV
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$6,983,200
PutShares
8,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,306,911,552 across 43 Specialty Industrial Machinery names. GEV ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
566,649 | $507,286,845 | |
| 2 | GEV |
GE Vernova Inc.
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|
463,860 | $404,903,390 | |
| 3 | ETN |
Eaton Corp plc
|
496,007 | $177,406,817 | |
| 4 | CMI |
Cummins Inc
|
316,935 | $170,517,364 | |
| 5 | GNRC |
Generac Holdings Inc.
|
661,322 | $129,176,021 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,546,315 | $119,189,956 | |
| 7 | ITW |
Illinois Tool Works Inc
|
417,825 | $108,755,663 | |
| 8 | DOV |
DOVER Corp
|
441,130 | $91,953,546 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,983,200 | 8,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $404,903,390 | 463,860 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $278,752,827 | 426,508 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $232,017,139 | 377,325 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $180,732,764 | 341,553 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $106,194,389 | 347,859 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $131,514,434 | 399,825 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $113,569,872 | 445,407 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $69,148,199 | 403,173 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||