Position in WHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,900,017
+$247,746 QoQ
Shares Held
98,935
+46.1% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#74
of 458 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026IPG Investment Advisors LLC holds $12,007,596 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
103,413 | $8,107,579 | |
| 2 | WHR |
Whirlpool Corp /De/
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|
98,935 | $3,900,017 |
All Filings in WHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,900,017 | 98,935 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,652,271 | 67,735 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,448,571 | 20,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,806,228 | 22,980 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,311,366 | 62,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,666,758 | 40,683 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,133,283 | 44,840 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,792,980 | 54,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,448,793 | 53,315 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||