L3VLUP

GFL · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • GFL
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterGFLGEV
Q3 20203 holders, $353mnone listed holders, n.a.
Q4 20204 holders, $541mnone listed holders, n.a.
Q1 20213 holders, $564mnone listed holders, n.a.
Q2 20218 holders, $519mnone listed holders, n.a.
Q3 20218 holders, $946mnone listed holders, n.a.
Q4 202110 holders, $1.1bnnone listed holders, n.a.
Q1 20229 holders, $993mnone listed holders, n.a.
Q2 20229 holders, $703mnone listed holders, n.a.
Q3 20228 holders, $734mnone listed holders, n.a.
Q4 202211 holders, $929mnone listed holders, n.a.
Q1 20238 holders, $1.4bnnone listed holders, n.a.
Q2 202311 holders, $2.1bnnone listed holders, n.a.
Q3 20239 holders, $1.8bnnone listed holders, n.a.
Q4 202311 holders, $2.1bnnone listed holders, n.a.
Q1 202414 holders, $2.5bn3 holders, $544m
Q2 202413 holders, $2.8bn26 holders, $9.8bn
Q3 202414 holders, $3.1bn31 holders, $11.9bn
Q4 202410 holders, $3.4bn37 holders, $15.3bn
Q1 202517 holders, $3.7bn36 holders, $14.8bn
Q2 202512 holders, $3.6bn36 holders, $26.3bn
Q3 20259 holders, $3.0bn35 holders, $29.5bn
Q4 202516 holders, $3.3bn34 holders, $28.7bn
Q1 202613 holders, $3.1bn31 holders, $36.7bn
Q2 202610 holders, $2.6bn28 holders, $45.0bn
GFL

GFL Environmental Inc

Holders
11
Reported value
$2.1bn
Buyers
6
Sellers
5

Breadth +1 among 93 comparable managers.

GEV

Ge Vernova Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 11 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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