Position in PH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$507,286,845
-$10,314,237 QoQ
Shares Held
566,649
-3.8% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.17267655991628.ToString("F0")%
Shared 0.ToString("F0")%
None 2.82732344008372.ToString("F0")%
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,306,911,552 across 43 Specialty Industrial Machinery names. PH ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
566,649 | $507,286,845 | |
| 2 | GEV |
GE Vernova Inc.
|
463,860 | $404,903,390 | |
| 3 | ETN |
Eaton Corp plc
|
496,007 | $177,406,817 | |
| 4 | CMI |
Cummins Inc
|
316,935 | $170,517,364 | |
| 5 | GNRC |
Generac Holdings Inc.
|
661,322 | $129,176,021 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,546,315 | $119,189,956 | |
| 7 | ITW |
Illinois Tool Works Inc
|
417,825 | $108,755,663 | |
| 8 | DOV |
DOVER Corp
|
441,130 | $91,953,546 |
All Filings in PH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||