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MIDD · 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.
  • MIDD
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterMIDDGEV
Q3 202010 holders, $609mnone listed holders, n.a.
Q4 202010 holders, $788mnone listed holders, n.a.
Q1 20218 holders, $1.3bnnone listed holders, n.a.
Q2 202111 holders, $1.5bnnone listed holders, n.a.
Q3 20216 holders, $1.3bnnone listed holders, n.a.
Q4 20217 holders, $1.6bnnone listed holders, n.a.
Q1 20226 holders, $1.3bnnone listed holders, n.a.
Q2 20226 holders, $770mnone listed holders, n.a.
Q3 20227 holders, $1.0bnnone listed holders, n.a.
Q4 20228 holders, $1.1bnnone listed holders, n.a.
Q1 202311 holders, $1.2bnnone listed holders, n.a.
Q2 20239 holders, $1.0bnnone listed holders, n.a.
Q3 20238 holders, $997mnone listed holders, n.a.
Q4 20238 holders, $1.1bnnone listed holders, n.a.
Q1 20247 holders, $1.1bn3 holders, $544m
Q2 20245 holders, $832m26 holders, $9.8bn
Q3 20247 holders, $1.0bn31 holders, $11.9bn
Q4 20245 holders, $946m37 holders, $15.3bn
Q1 20257 holders, $1.1bn36 holders, $14.8bn
Q2 20257 holders, $961m36 holders, $26.3bn
Q3 20256 holders, $1.1bn35 holders, $29.5bn
Q4 20259 holders, $1.3bn34 holders, $28.7bn
Q1 20269 holders, $1.2bn31 holders, $36.7bn
Q2 202610 holders, $1.4bn28 holders, $45.0bn
MIDD

Middleby Corp

Holders
5
Reported value
$832m
Buyers
3
Sellers
2

Breadth +1 among 94 comparable managers.

GEV

Ge Vernova Inc

Holders
26
Reported value
$9.8bn
Buyers
26
Sellers
0

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

Who holds both, Q2 2024

Among the 27 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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