Position in IR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,572,828
+$4,572,828 QoQ
Shares Held
55,773
Ownership
0.014%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#218
of 885 holders
Holding Since
Mar 2025
2 quarters on record
Derivatives in IR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,347,540
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, 2026Fulcrum Asset Management LLP holds $24,074,967 across 14 Specialty Industrial Machinery names. IR ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,624 | $10,131,992 | |
| 2 | AME |
Ametek Inc/
|
19,728 | $4,772,992 | |
| 3 | IR |
Ingersoll Rand Inc.
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|
55,773 | $4,572,828 | |
| 4 | CR |
Crane Co
|
8,872 | $1,979,077 | |
| 5 | GNRC |
Generac Holdings Inc.
|
3,191 | $934,356 | |
| 6 | CMI |
Cummins Inc
|
1,260 | $898,644 | |
| 7 | EMR |
Emerson Electric Co
|
4,080 | $584,052 | |
| 8 | EROC |
ERock, Inc.
|
9,258 | $134,241 |
All Filings in IR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,572,828 | 55,773 | Shares | Sole | 2026-08-18 | |
| 2025-03-31 | $2,347,540 | 0 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||