Position in WHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$330,744
+$40,021 QoQ
Shares Held
6,134
+52.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $47,993,509 across 17 Furnishings, Fixtures & Appliances names. WHR ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
463,087 | $34,231,390 | |
| 2 | ALH |
Alliance Laundry Holdings Inc.
|
419,881 | $8,708,331 | |
| 3 | MHK |
Mohawk Industries Inc
|
37,174 | $3,660,152 | |
| 4 | SN |
SharkNinja, Inc.
|
7,813 | $827,396 | |
| 5 | WHR |
Whirlpool Corp /De/
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|
6,134 | $330,744 | |
| 6 | LEG |
Leggett & Platt Inc
|
12,699 | $125,466 | |
| 7 | LZB |
La-Z-Boy Inc
|
1,822 | $58,559 | |
| 8 | MBC |
MasterBrand, Inc.
|
4,384 | $36,431 |
All Filings in WHR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,744 | 6,134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,723 | 4,030 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,609 | 4,079 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $289,554 | 2,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $179,448 | 1,991 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $75,213 | 657 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $24,182 | 226 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,767 | 76 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $837 | 7 | Shares | Sole | 2024-05-14 | |
| 2022-06-30 | $30,974 | 200 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $59,955 | 275 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $60,596 | 275 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $49,634 | 275 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||