Position in XE
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$44,175,537
New position
Shares Held
2,406,075
first reported quarter
Ownership
0.592%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in XE
reported options exposure · as of Jun 30, 2026CallValue
$3,560,004
CallShares
193,900
PutValue
$3,352,536
PutShares
182,600
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 Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. XE ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
285,363 | $279,119,257 | |
| 2 | AME |
Ametek Inc/
|
1,117,983 | $270,484,806 | |
| 3 | GEV |
GE Vernova Inc.
|
145,490 | $170,930,380 | |
| 4 | IEX |
Idex Corp /De/
|
706,368 | $160,310,217 | |
| 5 | INIO |
Innio N.V.
|
3,784,191 | $149,664,754 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,953,085 | $139,840,886 | |
| 7 | CMI |
Cummins Inc
|
149,683 | $106,755,411 | |
| 8 | PNR |
PENTAIR plc
|
1,367,489 | $104,831,706 |
All Filings in XE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,175,537 | 2,406,075 | Shares | Defined | 2026-09-02 | |
| 2026-06-30 | $3,352,536 | 182,600 | Put | Defined | 2026-09-02 | |
| 2026-06-30 | $3,560,004 | 193,900 | Call | Defined | 2026-09-02 | |
| No filing history on record for this holder in this stock. | ||||||