Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,187,787
+$4,445,292 QoQ
Shares Held
795,070
+4.9% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Derivatives in IR
reported options exposure · as of Jun 30, 2026CallValue
$12,700,251
CallShares
154,900
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, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. IR ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in IR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,187,787 | 795,070 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $12,700,251 | 154,900 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $60,742,495 | 758,144 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,922 | 100 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $56,391,486 | 711,834 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $42,321,101 | 512,238 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,219,511 | 399,369 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,027,415 | 375,202 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,285,655 | 423,233 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,892,670 | 416,592 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,704,672 | 238,933 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,670,492 | 196,635 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,550,751 | 201,070 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,097,581 | 205,549 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,185,364 | 262,934 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $14,703,829 | 252,730 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,585,468 | 260,009 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,003,741 | 254,363 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,164,957 | 360,384 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $31,254,257 | 620,740 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,245,247 | 618,155 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $80,016,094 | 1,587,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,118,139 | 1,579,966 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $68,136,115 | 1,384,599 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $78,514,320 | 1,723,317 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $69,935,094 | 1,964,469 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $27,533,134 | 979,130 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,257,796 | 978,137 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||