Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,055,713
-$29,006,718 QoQ
Shares Held
935,611
-30.0% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 414 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Derivatives in SYM
reported options exposure · as of Mar 31, 2026CallValue
$734,160
CallShares
13,800
PutValue
$2,660,000
PutShares
50,000
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, 2026GOLDMAN SACHS GROUP INC holds $13,731,071,099 across 63 Specialty Industrial Machinery names. SYM ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,941,181 | $3,455,475,906 | |
| 2 | ETN |
Eaton Corp plc
|
5,034,516 | $2,145,307,956 | |
| 3 | ITW |
Illinois Tool Works Inc
|
3,998,938 | $1,081,592,757 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,003,420 | $981,465,168 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,933,275 | $957,125,785 | |
| 6 | CMI |
Cummins Inc
|
1,021,986 | $728,890,633 | |
| 7 | EMR |
Emerson Electric Co
|
4,849,579 | $694,217,230 | |
| 8 | AME |
Ametek Inc/
|
1,962,666 | $474,847,409 |
All Filings in SYM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,055,713 | 935,611 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $734,160 | 13,800 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,660,000 | 50,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $71,062,431 | 1,335,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,975,000 | 50,000 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $51,919,700 | 872,600 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $13,894,610 | 257,785 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,610,017 | 144,402 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $383,990 | 19,000 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $4,414,510 | 218,432 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,365,153 | 184,106 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $16,692,857 | 684,414 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $12,302,316 | 504,400 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,423,733 | 40,493 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $303,885 | 6,753 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,410,098 | 319,698 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,399,000 | 300,000 | Put | Defined | 2024-05-14 | |
| 2023-09-30 | $1,477,739 | 44,204 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $245,986 | 5,746 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $498,620 | 21,831 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||