Position in WHD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,026,290
+$77,327 QoQ
Shares Held
20,033
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#134
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Morningstar Investment Management LLC holds $3,515,318 across 2 Oil & Gas Equipment & Services names. WHD ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
53,539 | $2,489,028 | |
| 2 | WHD |
Cactus, Inc.
This page
|
20,033 | $1,026,290 |
All Filings in WHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,290 | 20,033 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $948,963 | 20,033 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||