Position in SYM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,651,171
-$455,977 QoQ
Shares Held
236,956
+13.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 414 holders
Holding Since
Mar 2023
14 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 Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,715,829
PutShares
84,900
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, 2026CITIGROUP INC holds $3,055,934,376 across 62 Specialty Industrial Machinery names. SYM ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,214,464 | $1,426,825,174 | |
| 2 | ETN |
Eaton Corp plc
|
564,310 | $240,463,775 | |
| 3 | PH |
Parker-Hannifin Corp
|
142,017 | $138,909,667 | |
| 4 | CMI |
Cummins Inc
|
185,959 | $132,627,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
255,527 | $126,506,306 | |
| 6 | ITT |
Itt Inc.
|
636,136 | $125,802,254 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,414,682 | $115,989,775 | |
| 8 | EMR |
Emerson Electric Co
|
720,454 | $103,132,989 |
All Filings in SYM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,651,171 | 236,956 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $11,107,148 | 208,781 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,160,045 | 53,110 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,414,503 | 44,796 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,286,827 | 58,863 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,247,513 | 111,208 | Shares | Defined | 2025-05-12 | |
| 2025-03-31 | $1,715,829 | 84,900 | Put | Defined | 2025-05-12 | |
| 2024-12-31 | $227,995 | 9,616 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $308,166 | 12,635 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $343,336 | 9,765 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $424,665 | 9,437 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $406,994 | 7,929 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $398,351 | 11,916 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $642,021 | 14,997 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $108,101 | 4,733 | Shares | Defined | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||