Position in WHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,294,825
-$269,014 QoQ
Shares Held
32,847
+13.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 9%
None 45%
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 Jun 30, 2026BANK OF MONTREAL /CAN/ holds $12,177,369 across 8 Furnishings, Fixtures & Appliances names. WHR ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
24,253 | $2,942,614 | |
| 2 | SGI |
Somnigroup International Inc.
|
29,972 | $2,349,803 | |
| 3 | SN |
SharkNinja, Inc.
|
10,856 | $1,653,041 | |
| 4 | HNI |
Hni Corp
|
39,950 | $1,614,377 | |
| 5 | 111,325 | $1,303,614 | |||
| 6 | WHR |
Whirlpool Corp /De/
This page
|
32,847 | $1,294,825 | |
| 7 | TILE |
Interface Inc
|
22,758 | $815,645 | |
| 8 | MBC |
MasterBrand, Inc.
|
19,772 | $203,450 |
All Filings in WHR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,825 | 32,847 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||