Position in PH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,671,611
+$5,502,227 QoQ
Shares Held
48,738
+3.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#210
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $824,003,461 across 28 Specialty Industrial Machinery names. PH ranks #9 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
136,567 | $160,447,104 | |
| 2 | CMI |
Cummins Inc
|
107,732 | $76,835,538 | |
| 3 | PNR |
PENTAIR plc
|
976,770 | $74,879,188 | |
| 4 | ITW |
Illinois Tool Works Inc
|
245,808 | $66,483,689 | |
| 5 | EMR |
Emerson Electric Co
|
459,738 | $65,811,493 | |
| 6 | ETN |
Eaton Corp plc
|
141,547 | $60,316,007 | |
| 7 | AOS |
Smith A O Corp
|
928,489 | $58,234,829 | |
| 8 | DOV |
DOVER Corp
|
217,456 | $48,771,031 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,671,611 | 48,738 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,169,384 | 47,104 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $42,620,769 | 48,490 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,687,636 | 48,391 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,400,136 | 47,819 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,123,742 | 39,687 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $24,144,970 | 37,962 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,882,796 | 37,800 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,857,622 | 35,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,858,510 | 33,931 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,628,786 | 33,924 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,685,497 | 32,567 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,832,316 | 32,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,950,799 | 32,581 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $9,184,542 | 31,562 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $7,385,851 | 30,481 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $7,342,870 | 29,843 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $7,887,392 | 27,796 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $8,770,567 | 27,570 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $7,118,845 | 25,459 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $7,769,575 | 25,299 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $7,634,352 | 24,203 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $6,415,527 | 23,551 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $4,596,153 | 22,715 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,155,463 | 22,674 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,978,471 | 22,959 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||