Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,150,779
+$412,274 QoQ
Shares Held
5,266
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#573
of 1,972 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)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026VISTA INVESTMENT PARTNERS II, LLC holds $6,926,093 across 4 Specialty Industrial Machinery names. PH ranks #1 (74.4% of the industry book) .
All Filings in PH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,150,779 | 5,266 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,738,505 | 5,293 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,930,086 | 5,609 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,379,074 | 5,776 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,033,664 | 5,775 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,528,569 | 5,805 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,668,621 | 5,768 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||