Position in SYM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,730,917
-$298,115 QoQ
Shares Held
126,521
+7.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Aquatic Capital Management LLC holds $90,359,349 across 35 Specialty Industrial Machinery names. SYM ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
17,508 | $15,673,861 | |
| 2 | AME |
Ametek Inc/
|
62,950 | $13,493,962 | |
| 3 | OTIS |
Otis Worldwide Corp
|
100,609 | $7,754,941 | |
| 4 | SYM |
Symbotic Inc.
This page
|
126,521 | $6,730,917 | |
| 5 | CMI |
Cummins Inc
|
11,968 | $6,439,023 | |
| 6 | IEX |
Idex Corp /De/
|
28,492 | $5,400,658 | |
| 7 | RRX |
Regal Rexnord Corp
|
23,787 | $4,454,353 | |
| 8 | NDSN |
Nordson Corp
|
15,237 | $4,053,956 |
All Filings in SYM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,730,917 | 126,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,029,032 | 118,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,124,037 | 39,407 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||