Position in SYM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,342,184
-$514,206 QoQ
Shares Held
81,620
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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, 2026Susquehanna Portfolio Strategies, LLC holds $115,758,047 across 12 Specialty Industrial Machinery names. SYM ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
102,815 | $55,316,526 | |
| 2 | ETN |
Eaton Corp plc
|
74,119 | $26,510,142 | |
| 3 | GTLS |
Chart Industries Inc
|
28,393 | $5,870,252 | |
| 4 | CSW |
Csw Industrials, Inc.
|
20,915 | $5,450,030 | |
| 5 | JBTM |
JBT MAREL Corp
|
34,283 | $4,383,767 | |
| 6 | SYM |
Symbotic Inc.
This page
|
81,620 | $4,342,184 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
136,720 | $3,758,432 | |
| 8 | IR |
Ingersoll Rand Inc.
|
29,338 | $2,350,560 |
All Filings in SYM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,342,184 | 81,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,856,390 | 81,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,399,318 | 81,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,135,972 | 80,720 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $559,599 | 10,902 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||