Position in SYM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,764,538
+$4,204,822 QoQ
Shares Held
89,559
+852.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026&PARTNERS holds $255,252,095 across 41 Specialty Industrial Machinery names. SYM ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
164,760 | $58,929,709 | |
| 2 | EMR |
Emerson Electric Co
|
296,805 | $38,887,391 | |
| 3 | ITW |
Illinois Tool Works Inc
|
144,333 | $37,568,436 | |
| 4 | GEV |
GE Vernova Inc.
|
28,109 | $24,536,346 | |
| 5 | PH |
Parker-Hannifin Corp
|
24,132 | $21,603,931 | |
| 6 | CMI |
Cummins Inc
|
15,879 | $8,543,219 | |
| 7 | AOS |
Smith A O Corp
|
128,773 | $8,491,291 | |
| 8 | DOV |
DOVER Corp
|
36,184 | $7,542,554 |
All Filings in SYM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,764,538 | 89,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $559,716 | 9,407 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||