Position in HYFM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,680
+$2,700 QoQ
Shares Held
4,331
+350.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 23 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HYFM Over Time
Shares Held
Position Value (USD)
Derivatives in HYFM
reported options exposure · as of Dec 31, 2023CallValue
$86,934
CallShares
9,470
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 Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $3,624,565,699 across 25 Farm & Heavy Construction Machinery names. HYFM ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,700,215 | $1,810,558,951 | |
| 2 | DE |
Deere & Co
|
1,841,439 | $1,168,079,997 | |
| 3 | PCAR |
Paccar Inc
|
2,062,134 | $247,703,534 | |
| 4 | AGCO |
Agco Corp /De
|
950,746 | $113,804,295 | |
| 5 | OSK |
Oshkosh Corp
|
632,702 | $97,107,101 | |
| 6 | TEX |
Terex Corp
|
808,901 | $58,556,342 | |
| 7 | CNH |
CNH Industrial N.V.
|
4,478,873 | $50,297,741 | |
| 8 | FSS |
Federal Signal Corp /De/
|
218,676 | $28,097,678 |
All Filings in HYFM
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,680 | 4,331 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $980 | 962 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,434 | 4,925 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $141,995 | 43,160 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $168,870 | 45,153 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,618 | 26,783 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $81,008 | 139,670 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $57,803 | 83,896 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,699 | 24,203 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,963 | 24,966 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $86,934 | 94,700 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $5,824 | 6,345 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $28,342 | 23,232 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $115,534 | 94,700 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $74,055 | 94,700 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $33,075 | 42,297 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $122,713 | 70,933 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $163,831 | 94,700 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,426,344 | 920,223 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $146,785 | 94,700 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $76,798 | 39,587 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $126,716 | 36,413 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $644,010 | 42,509 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,338,624 | 47,318 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $548,825 | 14,500 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $867,711 | 22,925 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,057,004 | 17,882 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $4,190,899 | 70,900 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $10,639,800 | 180,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $1,034,306 | 17,147 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $232,351 | 4,419 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||