Position in JBTM
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$32,987,500
+$5,697,357 QoQ
Shares Held
227,500
+6.6% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Derivatives in JBTM
reported options exposure · as of Jun 30, 2026CallValue
$2,262,000
CallShares
15,600
PutValue
$2,668,000
PutShares
18,400
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, 2026CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. JBTM ranks #19 (1.5% 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 JBTM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,987,500 | 227,500 | Shares | Defined | 2026-09-02 | |
| 2026-06-30 | $2,262,000 | 15,600 | Call | Defined | 2026-09-02 | |
| 2026-06-30 | $2,668,000 | 18,400 | Put | Defined | 2026-09-02 | |
| 2026-03-31 | $2,455,104 | 19,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $27,290,143 | 213,421 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,061,321 | 8,300 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $647,881 | 4,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $23,419,089 | 155,433 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $3,435,276 | 22,800 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $238,765 | 1,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $23,705,009 | 168,779 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,485,965 | 17,700 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $408,884 | 3,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $481,040 | 4,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $4,590,203 | 38,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $806,520 | 6,600 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $427,700 | 3,500 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $535,480 | 4,382 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,093,060 | 8,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $66,346 | 522 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,601,460 | 12,600 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,162,418 | 11,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,773,180 | 18,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $291,097 | 2,955 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,310,586 | 13,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $2,089,340 | 22,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $743,425 | 7,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,080,367 | 10,300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $996,455 | 9,500 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $3,864,776 | 36,846 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $69,615 | 700 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $367,965 | 3,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $6,300,554 | 63,354 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,570 | 500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,755,838 | 16,700 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $2,962,529 | 28,177 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,928,670 | 15,900 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $4,935,696 | 40,690 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $84,910 | 700 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $5,447,559 | 49,845 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $251,367 | 2,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $688,527 | 6,300 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $438,384 | 4,800 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $502,315 | 5,500 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $15,764,013 | 172,605 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,276,344 | 166,004 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $584,800 | 6,800 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $361,200 | 4,200 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $2,472,966 | 22,396 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $463,764 | 4,200 | Call | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||