Position in GEV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$14,375,586
+$5,291,316 QoQ
Shares Held
12,236
+17.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#530
of 3,396 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)
Derivatives in GEV
reported options exposure · as of Jun 30, 2026CallValue
$704,916
CallShares
600
PutValue
$0
PutShares
0
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 Jun 30, 2026Jefferies Financial Group Inc. holds $167,968,439 across 23 Specialty Industrial Machinery names. GEV ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
40,030 | $39,154,143 | |
| 2 | AME |
Ametek Inc/
|
125,512 | $30,366,373 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
12,236 | $14,375,586 | |
| 4 | OTIS |
Otis Worldwide Corp
|
193,236 | $13,835,697 | |
| 5 | IEX |
Idex Corp /De/
|
43,616 | $9,898,651 | |
| 6 | CR |
Crane Co
|
42,350 | $9,447,014 | |
| 7 | WTS |
Watts Water Technologies Inc
|
22,337 | $8,743,818 | |
| 8 | ITW |
Illinois Tool Works Inc
|
31,604 | $8,547,933 |
All Filings in GEV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,375,586 | 12,236 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $704,916 | 600 | Call | Defined | 2026-08-17 | |
| 2026-03-31 | $523,740 | 600 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $872,900 | 1,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $9,084,270 | 10,407 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $392,142 | 600 | Call | Defined | 2026-02-09 | |
| 2025-12-31 | $26,494,420 | 40,538 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $14,775,432 | 24,029 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $40,305,355 | 76,170 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $24,470,634 | 80,158 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,578,864 | 4,800 | Put | Defined | 2025-02-27 | |
| 2024-12-31 | $23,031,349 | 70,019 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $1,578,864 | 4,800 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $1,223,904 | 4,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $25,451,593 | 99,818 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,223,904 | 4,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $9,586,722 | 55,896 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||