Position in PH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$39,154,143
+$20,268,160 QoQ
Shares Held
40,030
+89.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#230
of 1,968 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Sep 30, 2024CallValue
$5,812,744
CallShares
9,200
PutValue
$5,875,926
PutShares
9,300
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, 2026Jefferies Financial Group Inc. holds $167,968,439 across 23 Specialty Industrial Machinery names. PH ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
40,030 | $39,154,143 | |
| 2 | AME |
Ametek Inc/
|
125,512 | $30,366,373 | |
| 3 | GEV |
GE Vernova Inc.
|
12,236 | $14,375,586 | |
| 4 | OTIS |
Otis Worldwide Corp
|
193,236 | $13,835,697 | |
| 5 | IEX |
Idex Corp /De/
|
43,616 | $9,898,651 | |
| 6 | CR |
Crane Co
|
42,350 | $9,447,014 | |
| 7 | WTS |
Watts Water Technologies Inc
|
22,337 | $8,743,818 | |
| 8 | ITW |
Illinois Tool Works Inc
|
31,604 | $8,547,933 |
All Filings in PH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,154,143 | 40,030 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $18,885,983 | 21,096 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $11,433,511 | 13,008 | Shares | Defined | 2026-02-09 | |
| 2025-06-30 | $4,120,973 | 5,900 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,064,171 | 5,041 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,289,071 | 3,599 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $5,875,926 | 9,300 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,969,554 | 4,700 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $5,812,744 | 9,200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $12,746,412 | 25,200 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $3,414,217 | 6,750 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $50,581 | 100 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $6,613,901 | 11,900 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $555,790 | 1,000 | Call | Defined | 2024-05-13 | |
| 2023-09-30 | $968,346 | 2,486 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,716,176 | 4,400 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $863,802 | 2,570 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $764,748 | 2,628 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||