Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,381,105
-$16,364 QoQ
Shares Held
1,412
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#893
of 1,973 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$978,120
PutShares
1,000
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, 2026ZEGA Investments, LLC holds $4,417,683 across 5 Specialty Industrial Machinery names. PH ranks #1 (31.3% of the industry book) .
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,120 | 1,000 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $1,381,105 | 1,412 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,397,469 | 1,561 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,618,165 | 1,841 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,440,485 | 1,900 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||