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MARATHON CAPITAL MANAGEMENT

Position in SMR — NUSCALE POWER Corp

CIK 1213206 Hunt Valley, MD

Position in SMR

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$516,545
-$30,875 QoQ
Shares Held
51,500
+2.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#25
of 149 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SMR Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $6,400,285 across 6 Specialty Industrial Machinery names. SMR ranks #4 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SMR
NUSCALE POWER Corp
This page
51,500 $516,545

All Filings in SMR

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $516,545 51,500
2026-03-31 $547,420 50,500
2025-12-31 $708,500 50,000