Position in JBTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$43,319,541
+$11,052,206 QoQ
Shares Held
338,778
+58.2% QoQ
Ownership
0.651%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2025CallValue
$1,202,600
CallShares
10,000
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,616,686,856 across 61 Specialty Industrial Machinery names. JBTM ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,353,533 | $1,914,798,145 | |
| 2 | GEV |
GE Vernova Inc.
|
2,072,619 | $1,809,189,122 | |
| 3 | ITW |
Illinois Tool Works Inc
|
3,638,083 | $946,956,621 | |
| 4 | PH |
Parker-Hannifin Corp
|
870,116 | $778,962,646 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,922,479 | $689,939,261 | |
| 6 | EMR |
Emerson Electric Co
|
4,513,742 | $591,390,474 | |
| 7 | CMI |
Cummins Inc
|
886,158 | $476,770,724 | |
| 8 | AME |
Ametek Inc/
|
1,684,628 | $361,116,855 |
All Filings in JBTM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,319,541 | 338,778 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,267,335 | 214,159 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $33,922,606 | 241,528 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,202,600 | 10,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $10,226,427 | 85,036 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,444,000 | 20,000 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $21,137,055 | 172,971 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $2,542,000 | 20,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $44,217,581 | 347,896 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $17,013,070 | 172,704 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,713,827 | 37,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $474,850 | 5,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $12,554,558 | 132,195 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,959,597 | 85,419 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,145,788 | 102,019 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $6,995,699 | 66,537 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $10,936,892 | 90,164 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $11,658,400 | 106,674 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $8,149,558 | 89,232 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $12,528,394 | 145,679 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $14,379,112 | 130,222 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $7,689,886 | 64,910 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,800,079 | 50,795 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $6,679,919 | 47,527 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $5,023,788 | 35,225 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,608,630 | 34,563 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,731,993 | 59,120 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,256,722 | 100,737 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,022,860 | 128,143 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $23,294,042 | 313,640 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||