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EPAC · 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.
  • EPAC
  • GEV
01020304020202023202420252026
Holders and value by quarter
QuarterEPACGEV
Q1 20202 holders, $90mnone listed holders, n.a.
Q2 20201 holders, $205knone listed holders, n.a.
Q2 20221 holders, $1.8mnone listed holders, n.a.
Q3 20221 holders, $2.1mnone listed holders, n.a.
Q4 20221 holders, $3.0mnone listed holders, n.a.
Q1 20231 holders, $3.2mnone listed holders, n.a.
Q2 20231 holders, $4.3mnone listed holders, n.a.
Q3 20231 holders, $4.4mnone listed holders, n.a.
Q4 20233 holders, $41mnone listed holders, n.a.
Q1 20243 holders, $56m3 holders, $544m
Q2 20243 holders, $79m26 holders, $9.8bn
Q3 20243 holders, $87m31 holders, $11.9bn
Q4 20243 holders, $97m37 holders, $15.3bn
Q1 20252 holders, $155m36 holders, $14.8bn
Q2 20252 holders, $142m36 holders, $26.3bn
Q3 20252 holders, $163m35 holders, $29.5bn
Q4 20253 holders, $170m34 holders, $28.7bn
Q1 20263 holders, $214m31 holders, $36.7bn
Q2 20262 holders, $173m28 holders, $45.0bn
EPAC

Enerpac Tool Group Corp

Holders
2
Reported value
$173m
Buyers
21
Sellers
9

Breadth +12 among 91 comparable managers.

GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

Who holds both, Q2 2026

Among the 28 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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