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MTW · 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.

MTWGEV
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.
  • MTW
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterMTWGEV
Q2 20201 holders, $551knone listed holders, n.a.
Q4 20201 holders, $711knone listed holders, n.a.
Q1 20212 holders, $1.2mnone listed holders, n.a.
Q2 20211 holders, $1.2mnone listed holders, n.a.
Q3 20211 holders, $1.1mnone listed holders, n.a.
Q4 20211 holders, $943knone listed holders, n.a.
Q1 20221 holders, $670knone listed holders, n.a.
Q2 20221 holders, $2.0mnone listed holders, n.a.
Q3 20221 holders, $3.1mnone listed holders, n.a.
Q4 20221 holders, $3.5mnone listed holders, n.a.
Q1 20233 holders, $14mnone listed holders, n.a.
Q2 20232 holders, $16mnone listed holders, n.a.
Q3 20234 holders, $14mnone listed holders, n.a.
Q4 20234 holders, $14mnone listed holders, n.a.
Q1 20244 holders, $13m3 holders, $544m
Q2 20243 holders, $5.2m26 holders, $9.8bn
Q3 20243 holders, $5.7m31 holders, $11.9bn
Q4 20243 holders, $8.9m37 holders, $15.3bn
Q1 20252 holders, $9.9m36 holders, $14.8bn
Q2 20253 holders, $15m36 holders, $26.3bn
Q3 20253 holders, $13m35 holders, $29.5bn
Q4 20253 holders, $15m34 holders, $28.7bn
Q1 20265 holders, $28m31 holders, $36.7bn
Q2 20264 holders, $38m28 holders, $45.0bn
MTW

Manitowoc Co Inc

Holders
4
Reported value
$13m
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 7 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 MTW (4)

Acadian Asset Management LLC, Caxton Associates LLP, GAMCO Investors Inc, PDT Partners LLC

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.

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