Position in WHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,563,839
-$243,627 QoQ
Shares Held
29,003
+15.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 10%
None 4%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Derivatives in WHR
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$913,275
PutShares
7,500
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $8,882,036 across 8 Furnishings, Fixtures & Appliances names. WHR ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
30,821 | $2,278,287 | |
| 2 | MHK |
Mohawk Industries Inc
|
18,443 | $1,815,895 | |
| 3 | WHR |
Whirlpool Corp /De/
This page
|
29,003 | $1,563,839 | |
| 4 | HNI |
Hni Corp
|
39,300 | $1,312,224 | |
| 5 | LEG |
Leggett & Platt Inc
|
98,578 | $973,948 | |
| 6 | TILE |
Interface Inc
|
22,406 | $558,357 | |
| 7 | SN |
SharkNinja, Inc.
|
2,513 | $266,124 | |
| 8 | MBC |
MasterBrand, Inc.
|
13,642 | $113,362 |
All Filings in WHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,563,839 | 29,003 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,807,466 | 25,055 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,778,587 | 35,351 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,771,908 | 27,331 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,244,866 | 24,907 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,259,718 | 19,739 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,808,857 | 26,251 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,849,922 | 18,101 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,020,522 | 33,608 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,305,636 | 84,632 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $913,275 | 7,500 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $14,366,462 | 107,453 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $12,269,814 | 82,464 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $7,665,210 | 58,061 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $9,177,640 | 64,878 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $7,586,295 | 56,274 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,877,765 | 57,324 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,214,606 | 82,270 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $33,351,753 | 142,128 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $18,011,231 | 88,351 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,549,573 | 85,082 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,761,866 | 89,684 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,728,171 | 92,682 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,028,254 | 54,534 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,725,065 | 51,919 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,513,850 | 52,609 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||