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Equibles

CITADEL ADVISORS LLC

Position in HLIO — Helios Technologies, Inc.

CIK 1423053 MIAMI, FL
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$15,019,078
+$7,861,117 QoQ
Shares Held
168,281
+52.1% QoQ
Ownership
0.511%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 283 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Derivatives in HLIO

reported options exposure · as of Jun 30, 2026
CallValue
$2,356,200
CallShares
26,400
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, 2026

CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. HLIO ranks #25 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PH
Parker-Hannifin Corp
 285,363 $279,119,257
2 AME
Ametek Inc/
 1,117,983 $270,484,806
3 GEV
GE Vernova Inc.
 145,490 $170,930,380
4 IEX
Idex Corp /De/
 706,368 $160,310,217
5 INIO
Innio N.V.
 3,784,191 $149,664,754
6 OTIS
Otis Worldwide Corp
 1,953,085 $139,840,886
7 CMI
Cummins Inc
 149,683 $106,755,411
8 PNR
PENTAIR plc
 1,367,489 $104,831,706

All Filings in HLIO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,019,078 168,281
2026-06-30 $2,356,200 26,400
2026-03-31 $7,157,961 110,616
2026-03-31 $731,223 11,300
2025-12-31 $6,132,040 114,639
2025-12-31 $1,374,693 25,700
2025-09-30 $4,992,541 95,771
2025-09-30 $563,004 10,800
2025-06-30 $9,209,685 275,987
2025-03-31 $118,733 3,700
2025-03-31 $51,344 1,600
2025-03-31 $83,241 2,594
2024-12-31 $403,456 9,038
2024-12-31 $308,016 6,900
2024-12-31 $26,784 600
2024-09-30 $1,705,847 35,762
2024-09-30 $62,010 1,300
2024-09-30 $85,860 1,800
2024-06-30 $28,650 600
2024-06-30 $878,743 18,403
2024-03-31 $5,642,379 126,256
2024-03-31 $35,752 800
2024-03-31 $259,202 5,800
2023-12-31 $6,661,959 146,901
2023-12-31 $349,195 7,700
2023-12-31 $448,965 9,900
2023-09-30 $149,796 2,700
2023-09-30 $870,092 15,683
2023-09-30 $427,196 7,700
2023-06-30 $482,457 7,300
2023-06-30 $1,577,501 23,869
2023-06-30 $52,872 800
2023-03-31 $32,700 500
2023-03-31 $2,897,939 44,311
2023-03-31 $235,440 3,600
2022-12-31 $185,096 3,400
2022-12-31 $27,220 500
2022-12-31 $5,207,784 95,661
2022-09-30 $3,282,219 64,866
2022-03-31 $4,257,583 53,054
2022-03-31 $224,700 2,800
2022-03-31 $449,400 5,600
2021-12-31 $262,925 2,500
2021-12-31 $567,918 5,400
2021-12-31 $4,680,906 44,508
2021-09-30 $435,183 5,300
2021-09-30 $2,444,661 29,773
2021-06-30 $2,420,720 31,015
2021-06-30 $421,470 5,400
2021-03-31 $218,610 3,000