Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$448,957
-$4,335,205 QoQ
Shares Held
459
-91.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,279
of 1,942 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Mar 31, 2026CallValue
$2,238,100
CallShares
2,500
PutValue
$5,371,440
PutShares
6,000
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, 2026Polymer Capital Management (US) LLC holds $6,650,576 across 11 Specialty Industrial Machinery names. PH ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INIO |
Innio N.V.
|
40,000 | $1,582,000 | |
| 2 | AMSC |
American Superconductor Corp /De/
|
34,521 | $1,432,966 | |
| 3 | CMI |
Cummins Inc
|
863 | $615,500 | |
| 4 | PNR |
PENTAIR plc
|
7,089 | $543,442 | |
| 5 | OTIS |
Otis Worldwide Corp
|
7,386 | $528,837 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,671 | $451,955 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
459 | $448,957 | |
| 8 | GRC |
Gorman Rupp Co
|
4,270 | $391,729 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,957 | 459 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,371,440 | 6,000 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $2,238,100 | 2,500 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $4,784,162 | 5,344 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,394,800 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,708,111 | 4,891 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,727,454 | 8,200 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $3,492,350 | 5,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $3,160,820 | 5,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,768,477 | 5,925 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||