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MIR · 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.

MIRGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • MIR
  • GEV
01020304020222023202420252026
Holders and value by quarter
QuarterMIRGEV
Q4 20212 holders, $10mnone listed holders, n.a.
Q1 20221 holders, $3.0mnone listed holders, n.a.
Q2 20221 holders, $2.0mnone listed holders, n.a.
Q3 20221 holders, $88mnone listed holders, n.a.
Q4 20221 holders, $77mnone listed holders, n.a.
Q1 20234 holders, $105mnone listed holders, n.a.
Q2 20232 holders, $84mnone listed holders, n.a.
Q3 20232 holders, $71mnone listed holders, n.a.
Q4 20232 holders, $104mnone listed holders, n.a.
Q1 20243 holders, $116m3 holders, $544m
Q2 20243 holders, $103m26 holders, $9.8bn
Q3 20244 holders, $105m31 holders, $11.9bn
Q4 20247 holders, $349m37 holders, $15.3bn
Q1 20254 holders, $291m36 holders, $14.8bn
Q2 20258 holders, $442m36 holders, $26.3bn
Q3 20259 holders, $431m35 holders, $29.5bn
Q4 20256 holders, $241m34 holders, $28.7bn
Q1 20267 holders, $261m31 holders, $36.7bn
Q2 20268 holders, $287m28 holders, $45.0bn
MIR

Mirion Technologies Inc

Holders
3
Reported value
$116m
Buyers
2
Sellers
1

Breadth +1 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

New listing

Holders
3
Reported value
$544m
Buyers
3
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2024

Among the 6 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only MIR (3)

GAMCO Investors Inc, Janus Henderson Group Ltd, Maverick Capital Ltd

Only GEV (3)

D1 Capital Partners LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc

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.

Back to the 13F Explorer →