Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$576,460,888
+$69,174,043 QoQ
Shares Held
589,356
+4.0% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#37
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$13,651,400
PutShares
35,000
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, 2026BANK OF MONTREAL /CAN/ holds $2,981,205,971 across 46 Specialty Industrial Machinery names. PH ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
538,022 | $632,100,525 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
589,356 | $576,460,888 | |
| 3 | CMI |
Cummins Inc
|
329,721 | $235,160,310 | |
| 4 | ETN |
Eaton Corp plc
|
549,876 | $234,313,157 | |
| 5 | GNRC |
Generac Holdings Inc.
|
671,412 | $196,596,144 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,906,445 | $136,501,458 | |
| 7 | DOV |
DOVER Corp
|
533,001 | $119,541,460 | |
| 8 | ITW |
Illinois Tool Works Inc
|
409,021 | $110,627,904 |
All Filings in PH
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,460,888 | 589,356 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $507,286,845 | 566,649 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $517,601,082 | 588,879 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $436,661,037 | 575,956 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $437,122,079 | 625,828 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $408,042,406 | 671,288 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $441,330,400 | 693,883 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $455,995,229 | 721,717 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $372,152,234 | 735,755 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $366,335,636 | 659,126 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $340,931,358 | 740,029 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $271,165,124 | 696,152 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $13,651,400 | 35,000 | Put | Defined | 2023-08-02 | |
| 2023-06-30 | $246,028,258 | 630,777 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $190,165,993 | 565,785 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $127,734,741 | 438,951 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $97,214,042 | 401,197 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $99,208,588 | 403,205 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $115,851,544 | 408,273 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $118,331,729 | 371,972 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $109,876,676 | 392,950 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $97,540,897 | 317,609 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $78,663,507 | 249,385 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $72,173,665 | 264,945 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $44,340,783 | 219,140 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $1,011,700 | 5,000 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $40,891,014 | 223,119 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $27,668,291 | 213,276 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||