Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,328,564
+$8,807,592 QoQ
Shares Held
796,787
+12.9% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#58
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HSBC HOLDINGS PLC holds $3,944,101,448 across 37 Specialty Industrial Machinery names. IR ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
698,890 | $821,097,902 | |
| 2 | CMI |
Cummins Inc
|
661,625 | $471,877,562 | |
| 3 | ETN |
Eaton Corp plc
|
831,505 | $354,320,906 | |
| 4 | XYL |
Xylem Inc.
|
2,705,479 | $319,814,669 | |
| 5 | AME |
Ametek Inc/
|
1,250,040 | $302,434,673 | |
| 6 | ROK |
Rockwell Automation, Inc
|
472,888 | $234,117,386 | |
| 7 | PH |
Parker-Hannifin Corp
|
234,789 | $229,651,813 | |
| 8 | DOV |
DOVER Corp
|
941,695 | $211,203,350 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,328,564 | 796,787 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $56,520,972 | 705,454 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $53,516,275 | 675,540 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $58,146,301 | 703,780 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $59,304,842 | 712,970 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $58,770,509 | 734,356 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,794,993 | 727,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,452,625 | 727,920 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,435,705 | 863,449 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $72,929,004 | 768,078 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,867,742 | 631,856 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,233,293 | 568,633 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $36,313,817 | 555,597 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $28,689,428 | 493,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,909,871 | 553,299 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,331,169 | 354,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,377,219 | 341,664 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,391,140 | 345,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,940,576 | 322,298 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,758,161 | 431,624 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,101,056 | 391,335 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,881,968 | 404,023 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,529,048 | 516,441 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $13,346,152 | 374,892 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,850,551 | 385,866 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,624,582 | 307,443 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||