Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,491,781
-$21,836,156 QoQ
Shares Held
255,657
-59.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 415 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Derivatives in SYM
reported options exposure · as of Jun 30, 2026CallValue
$19,737,545
CallShares
439,100
PutValue
$11,853,315
PutShares
263,700
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. SYM ranks #30 (0.5% 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 SYM
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,491,781 | 255,657 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $19,737,545 | 439,100 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $11,853,315 | 263,700 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $8,160,880 | 153,400 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $33,327,937 | 626,465 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $19,636,120 | 369,100 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $25,888,450 | 435,100 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $17,040,800 | 286,400 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $49,504,535 | 832,009 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $56,913,010 | 1,055,900 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $80,623,620 | 1,495,800 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $12,665,100 | 326,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $11,418,015 | 293,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,028,852 | 149,869 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $5,377,881 | 266,100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $6,693,552 | 331,200 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $7,822,498 | 329,924 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $18,057,536 | 761,600 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $9,310,917 | 392,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $11,948,661 | 489,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $11,165,742 | 457,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,545,828 | 104,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,430,268 | 467,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $36,622,972 | 1,041,609 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $7,953,192 | 226,200 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $17,113,500 | 380,300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $10,093,500 | 224,300 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $11,987,055 | 266,379 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,463,382 | 145,400 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $6,780,693 | 132,100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $7,217,356 | 140,607 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,989,085 | 59,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,136,620 | 34,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,633,856 | 48,874 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,622 | 435 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $2,007,789 | 46,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $916,134 | 21,400 | Call | Defined | 2023-08-14 | |
| 2022-12-31 | $8,358 | 700 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $279,396 | 23,400 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $464,600 | 40,400 | Call | Defined | 2022-11-14 | |
| 2021-09-30 SVFC | — | 107,785 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 SVFC | — | 252,775 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 SVFC | — | 250,000 | Shares | Defined | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||