BANK OF MONTREAL /CAN/
BankPosition in ZIM — ZIM Integrated Shipping Services Ltd.
CIK 927971
TORONTO, A6
Position in ZIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$915,720
+$91,492 QoQ
Shares Held
35,220
+12.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 245 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZIM Over Time
Shares Held
Position Value (USD)
Derivatives in ZIM
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$781,264
PutShares
77,200
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 Marine Shipping
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $3,334,038 across 4 Marine Shipping names. ZIM ranks #2 (27.5% of the industry book) .
All Filings in ZIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,720 | 35,220 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $824,228 | 31,280 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $669,594 | 31,540 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $480,970 | 35,496 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $884,354 | 54,963 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $806,170 | 55,255 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,160,410 | 54,048 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,395,929 | 54,401 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,210,504 | 54,601 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $781,264 | 77,200 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $1,342,428 | 132,651 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,309,660 | 132,691 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $761,964 | 77,200 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $580,037 | 55,506 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,239,000 | 100,000 | Put | Defined | 2023-08-02 | |
| 2023-06-30 | $1,919,099 | 154,891 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,300,813 | 55,166 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $441,266 | 25,670 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,157,267 | 176,905 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,388,372 | 29,396 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $212,535 | 4,500 | Put | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||