Position in SXI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,314,527
+$1,084,757 QoQ
Shares Held
9,267
+5.9% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 328 holders
Holding Since
Mar 2020
25 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
$1,716,816
CallShares
4,800
PutValue
$286,136
PutShares
800
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, 2026CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. SXI ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
285,363 | $279,119,257 | |
| 2 | AME |
Ametek Inc/
|
1,117,983 | $270,484,806 | |
| 3 | GEV |
GE Vernova Inc.
|
145,490 | $170,930,380 | |
| 4 | IEX |
Idex Corp /De/
|
706,368 | $160,310,217 | |
| 5 | INIO |
Innio N.V.
|
3,784,191 | $149,664,754 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,953,085 | $139,840,886 | |
| 7 | CMI |
Cummins Inc
|
149,683 | $106,755,411 | |
| 8 | PNR |
PENTAIR plc
|
1,367,489 | $104,831,706 |
All Filings in SXI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,816 | 4,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $286,136 | 800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $3,314,527 | 9,267 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,229,770 | 8,749 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $280,346 | 1,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $280,346 | 1,100 | Call | Defined | 2026-05-15 | |
| 2025-09-30 | $656,890 | 3,100 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $466,180 | 2,200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $236,480 | 1,116 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $876,288 | 5,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $3,310,020 | 21,153 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $297,312 | 1,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $177,529 | 1,100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $306,641 | 1,900 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $5,277,775 | 32,702 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $79,283 | 424 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $261,786 | 1,400 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $691,863 | 3,700 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $676,286 | 3,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $712,842 | 3,900 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $128,920 | 800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $161,150 | 1,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $444,451 | 2,758 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $309,774 | 1,700 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $163,998 | 900 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $1,511,878 | 8,297 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $823,576 | 5,200 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $50,523 | 319 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $95,028 | 600 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $771,865 | 5,298 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $58,276 | 400 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $932,416 | 6,400 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $141,470 | 1,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $277,280 | 1,960 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $84,882 | 600 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $171,416 | 1,400 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $2,186,778 | 17,860 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $48,976 | 400 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $3,805,760 | 37,162 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $51,205 | 500 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $71,687 | 700 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $3,027,908 | 37,084 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,685,556 | 43,472 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,838,227 | 28,405 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,903,462 | 17,201 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,949,594 | 29,821 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $343,193 | 3,616 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $647,964 | 6,780 | Shares | Defined | 2021-05-21 | |
| 2020-12-31 | $1,716,834 | 22,147 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $862,603 | 14,571 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||