Position in SMR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$654,811
+$441,921 QoQ
Shares Held
60,407
+302.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Derivatives in SMR
reported options exposure · as of Sep 30, 2025CallValue
$270,000
CallShares
7,500
PutValue
$0
PutShares
0
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, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $59,933,329 across 18 Specialty Industrial Machinery names. SMR ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTLS |
Chart Industries Inc
|
163,000 | $33,700,250 | |
| 2 | FLS |
Flowserve Corp
|
196,075 | $14,413,473 | |
| 3 | GEV |
GE Vernova Inc.
|
3,545 | $3,094,430 | |
| 4 | CMI |
Cummins Inc
|
2,648 | $1,424,676 | |
| 5 | MIR |
Mirion Technologies, Inc.
|
75,700 | $1,407,263 | |
| 6 | AME |
Ametek Inc/
|
4,374 | $937,610 | |
| 7 | XYL |
Xylem Inc.
|
6,516 | $778,662 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
60,407 | $654,811 |
All Filings in SMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $654,811 | 60,407 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $212,890 | 15,024 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $270,000 | 7,500 | Call | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||