Position in SMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,442,823
+$2,452,214 QoQ
Shares Held
3,832,784
+15.4% QoQ
Ownership
0.892%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 518 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Derivatives in SMR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$7,085,000
PutShares
500,000
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, 2026GOLDMAN SACHS GROUP INC holds $13,731,071,099 across 63 Specialty Industrial Machinery names. SMR ranks #36 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,941,181 | $3,455,475,906 | |
| 2 | ETN |
Eaton Corp plc
|
5,034,516 | $2,145,307,956 | |
| 3 | ITW |
Illinois Tool Works Inc
|
3,998,938 | $1,081,592,757 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,003,420 | $981,465,168 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,933,275 | $957,125,785 | |
| 6 | CMI |
Cummins Inc
|
1,021,986 | $728,890,633 | |
| 7 | EMR |
Emerson Electric Co
|
4,849,579 | $694,217,230 | |
| 8 | AME |
Ametek Inc/
|
1,962,666 | $474,847,409 |
All Filings in SMR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,442,823 | 3,832,784 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,990,609 | 3,320,167 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,224,403 | 509,838 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $7,085,000 | 500,000 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $5,400,000 | 150,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $19,195,200 | 533,200 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $44,590,824 | 1,238,634 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,208,239 | 485,547 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,638,773 | 468,840 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $29,260,289 | 1,631,918 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $6,855,556 | 592,017 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,589,800 | 310,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $2,504,733 | 214,263 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $116,900 | 10,000 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $350,114 | 65,935 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $252,472 | 76,740 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $825,227 | 168,414 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $1,289,960 | 189,700 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $475,407 | 52,300 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $702,066 | 77,235 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $723,330 | 70,500 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $153,356 | 14,947 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $169,838 | 14,541 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $823,440 | 70,500 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $590,059 | 59,065 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 SV | — | 62,397 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 SV | — | 493,541 | Shares | Defined | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||