Position in MTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,063,833
+$214,257 QoQ
Shares Held
76,590
+5.0% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 167 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in MTW Over Time
Shares Held
Position Value (USD)
Derivatives in MTW
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$254,813
PutShares
22,100
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 Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $9,102,158,290 across 19 Farm & Heavy Construction Machinery names. MTW ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
5,463,565 | $5,818,150,366 | |
| 2 | DE |
Deere & Co
|
2,656,493 | $1,685,093,200 | |
| 3 | PCAR |
Paccar Inc
|
9,411,391 | $1,130,496,282 | |
| 4 | OSK |
Oshkosh Corp
|
883,867 | $135,655,904 | |
| 5 | FSS |
Federal Signal Corp /De/
|
610,965 | $78,502,890 | |
| 6 | BLBD |
Blue Bird Corp
|
805,031 | $63,565,245 | |
| 7 | AGCO |
Agco Corp /De
|
520,313 | $62,281,464 | |
| 8 | CNH |
CNH Industrial N.V.
|
4,865,430 | $54,638,776 |
All Filings in MTW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,833 | 76,590 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $849,576 | 72,925 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,296,776 | 108,155 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,516,324 | 151,481 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,835,636 | 235,910 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,407,195 | 163,818 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $693,714 | 75,982 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $635,650 | 66,076 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $254,813 | 22,100 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $1,053,229 | 91,347 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,596,404 | 112,900 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,443,014 | 146,376 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,048,949 | 136,143 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,422,848 | 75,563 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,390,936 | 81,389 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,071,243 | 116,948 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $379,663 | 48,989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $428,022 | 40,648 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $942,528 | 62,502 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,196,358 | 64,355 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,132,066 | 52,851 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,807,781 | 73,787 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $2,613,481 | 126,745 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,827,634 | 137,313 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $691,410 | 82,213 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,036,296 | 95,248 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,383,850 | 162,806 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||