Position in PH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,286,015
+$497,411 QoQ
Shares Held
7,449
-1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#490
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CVFG LLC holds $18,591,305 across 6 Specialty Industrial Machinery names. PH ranks #1 (39.2% of the industry book) .
All Filings in PH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,286,015 | 7,449 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,788,604 | 7,583 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||