Position in WHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,273,029
+$982,023 QoQ
Shares Held
32,294
+498.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Derivatives in WHR
reported options exposure · as of Jun 30, 2025CallValue
$354,361
CallShares
3,494
PutValue
$0
PutShares
0
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 Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $13,446,630 across 20 Furnishings, Fixtures & Appliances names. WHR ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
50,487 | $6,125,587 | |
| 2 | LEG |
Leggett & Platt Inc
|
111,814 | $1,309,341 | |
| 3 | WHR |
Whirlpool Corp /De/
This page
|
32,294 | $1,273,029 | |
| 4 | SGI |
Somnigroup International Inc.
|
12,068 | $946,131 | |
| 5 | TILE |
Interface Inc
|
24,281 | $870,231 | |
| 6 | LZB |
La-Z-Boy Inc
|
20,797 | $834,375 | |
| 7 | MBC |
MasterBrand, Inc.
|
54,571 | $561,535 | |
| 8 | SN |
SharkNinja, Inc.
|
2,689 | $409,454 |
All Filings in WHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,029 | 32,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,006 | 5,397 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,569 | 3,612 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $444,561 | 5,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $354,361 | 3,494 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $449,027 | 4,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,134,267 | 9,908 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,087,548 | 10,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $742,483 | 7,265 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,126,914 | 9,420 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,276,880 | 10,486 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,683,550 | 12,592 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,426,038 | 23,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,465,657 | 26,251 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,643,283 | 32,824 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,859,496 | 36,047 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,487,663 | 35,434 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,628,999 | 32,579 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,704,470 | 28,571 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,114,235 | 25,087 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,375,545 | 10,896 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,981,387 | 8,992 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,446,446 | 8,014 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,269,944 | 6,906 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $921,994 | 7,118 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $593,907 | 6,922 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||