Position in SXI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,256,897
+$472,113 QoQ
Shares Held
6,310
-9.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 327 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Derivatives in SXI
reported options exposure · as of Jun 30, 2026CallValue
$2,718,292
CallShares
7,600
PutValue
$2,503,690
PutShares
7,000
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, 2026D. E. Shaw & Co., Inc. holds $2,373,078,271 across 45 Specialty Industrial Machinery names. SXI ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
5,439,203 | $389,446,934 | |
| 2 | GNRC |
Generac Holdings Inc.
|
957,094 | $280,246,693 | |
| 3 | PH |
Parker-Hannifin Corp
|
246,577 | $241,181,894 | |
| 4 | CMI |
Cummins Inc
|
321,490 | $229,289,882 | |
| 5 | PNR |
PENTAIR plc
|
2,110,219 | $161,769,388 | |
| 6 | AME |
Ametek Inc/
|
591,116 | $143,014,604 | |
| 7 | EMR |
Emerson Electric Co
|
728,223 | $104,245,121 | |
| 8 | GEV |
GE Vernova Inc.
|
65,033 | $76,404,669 |
All Filings in SXI
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,256,897 | 6,310 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,718,292 | 7,600 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $2,503,690 | 7,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $815,552 | 3,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,784,784 | 7,003 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $892,010 | 3,500 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $2,106,746 | 9,696 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,216,768 | 5,600 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $2,259,712 | 10,400 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $784,030 | 3,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,525,680 | 7,200 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $7,399,336 | 34,919 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,300,256 | 14,700 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $287,274 | 1,780 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $332,842 | 1,780 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $325,348 | 1,780 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $286,847 | 1,780 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $306,129 | 1,680 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $379,953 | 2,399 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $349,510 | 2,399 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $339,386 | 2,399 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $269,245 | 2,199 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $204,717 | 1,999 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $691,003 | 8,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $896,209 | 10,571 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $523,281 | 5,237 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,175,541 | 10,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $896,421 | 9,063 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $241,939 | 3,121 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $432,633 | 7,308 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $320,093 | 5,562 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $200,442 | 4,089 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||