Position in WHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$472,053
+$55,792 QoQ
Shares Held
11,975
+55.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 458 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Derivatives in WHR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$144,280
PutShares
2,000
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 Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026HSBC HOLDINGS PLC holds $15,933,151 across 9 Furnishings, Fixtures & Appliances names. WHR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
61,849 | $7,504,138 | |
| 2 | SN |
SharkNinja, Inc.
|
34,266 | $5,217,682 | |
| 3 | LZB |
La-Z-Boy Inc
|
38,535 | $1,546,023 | |
| 4 | BSET |
Bassett Furniture Industries Inc
|
26,693 | $472,999 | |
| 5 | WHR |
Whirlpool Corp /De/
This page
|
11,975 | $472,053 | |
| 6 | LEG |
Leggett & Platt Inc
|
19,225 | $225,124 | |
| 7 | LOVE |
Lovesac Co
|
10,796 | $180,185 | |
| 8 | LCUT |
Lifetime Brands, Inc
|
21,099 | $179,974 |
All Filings in WHR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,053 | 11,975 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $416,261 | 7,720 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $144,280 | 2,000 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $686,843 | 9,521 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $451,635 | 5,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,029,310 | 10,149 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $781,786 | 8,674 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $815,439 | 7,123 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $824,328 | 7,704 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,099,262 | 10,756 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,108,849 | 9,269 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,233,841 | 67,618 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,002,858 | 97,254 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,425,433 | 76,789 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,161,394 | 69,394 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,224,000 | 79,344 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,365,229 | 62,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,836,716 | 69,973 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,103,828 | 58,478 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,464,788 | 57,380 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,303,905 | 79,976 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,949,701 | 91,504 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,964,912 | 81,529 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,782,301 | 70,820 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $13,324,668 | 72,460 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,660,059 | 82,298 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,535,553 | 99,482 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||