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GHM · 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.
  • GHM
  • GEV
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Holders and value by quarter
QuarterGHMGEV
Q3 20201 holders, $2.3mnone listed holders, n.a.
Q4 20201 holders, $3.0mnone listed holders, n.a.
Q1 20211 holders, $2.6mnone listed holders, n.a.
Q2 20211 holders, $2.5mnone listed holders, n.a.
Q3 20211 holders, $2.4mnone listed holders, n.a.
Q4 20211 holders, $2.4mnone listed holders, n.a.
Q1 20221 holders, $2.2mnone listed holders, n.a.
Q2 20221 holders, $2.0mnone listed holders, n.a.
Q3 20221 holders, $2.6mnone listed holders, n.a.
Q4 20221 holders, $2.5mnone listed holders, n.a.
Q1 20232 holders, $4.8mnone listed holders, n.a.
Q2 20232 holders, $6.8mnone listed holders, n.a.
Q3 20232 holders, $9.3mnone listed holders, n.a.
Q4 20232 holders, $11mnone listed holders, n.a.
Q1 20243 holders, $21m3 holders, $544m
Q2 20243 holders, $23m26 holders, $9.8bn
Q3 20243 holders, $25m31 holders, $11.9bn
Q4 20243 holders, $38m37 holders, $15.3bn
Q1 20252 holders, $19m36 holders, $14.8bn
Q2 20252 holders, $31m36 holders, $26.3bn
Q3 20252 holders, $32m35 holders, $29.5bn
Q4 20253 holders, $35m34 holders, $28.7bn
Q1 20263 holders, $38m31 holders, $36.7bn
Q2 20263 holders, $53m28 holders, $45.0bn
GHM

Graham Corp

Holders
3
Reported value
$38m
Buyers
1
Sellers
2

Breadth -1 among 94 comparable managers.

GEV

Ge Vernova Inc

Holders
37
Reported value
$15.3bn
Buyers
25
Sellers
15

Breadth +10 among 94 comparable managers.

Who holds both, Q4 2024

Among the 38 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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