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TUSK · 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.
  • TUSK
  • GEV
010203040Q3 2017Q4 2022Q2 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
Holders and value by quarter
QuarterTUSKGEV
Q3 20171 holders, $54mnone listed holders, n.a.
Q3 20181 holders, $393knone listed holders, n.a.
Q4 20221 holders, $516knone listed holders, n.a.
Q1 20231 holders, $219knone listed holders, n.a.
Q2 20231 holders, $250knone listed holders, n.a.
Q1 2024none listed holders, n.a.3 holders, $544m
Q2 2024none listed holders, n.a.26 holders, $9.8bn
Q3 2024none listed holders, n.a.31 holders, $11.9bn
Q4 2024none listed holders, n.a.37 holders, $15.3bn
Q1 2025none listed holders, n.a.36 holders, $14.8bn
Q2 2025none listed holders, n.a.36 holders, $26.3bn
Q3 2025none listed holders, n.a.35 holders, $29.5bn
Q4 2025none listed holders, n.a.34 holders, $28.7bn
Q1 2026none listed holders, n.a.31 holders, $36.7bn
Q2 2026none listed holders, n.a.28 holders, $45.0bn
TUSK

Mammoth Energy SVCS Inc

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

No cross-section for this quarter.

GEV

Ge Vernova Inc

Holders
36
Reported value
$26.3bn
Buyers
21
Sellers
16

Breadth +5 among 95 comparable managers.

Who holds both, Q2 2025

Among the 36 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.

Back to the 13F Explorer →