GEV — GE VERNOVA INC

Ownership history in Munro Partners  ·  2 quarters on record

This page tracks every 13F SEC filing in which Munro Partners reported a position in GE VERNOVA INC (GEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.61% (2025 Q4)
Avg. % of fund
4.32%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 330,338 +147,450 +80.6% 5.61% $215.9M $652.69
2025 Q2 INITIATED 182,888 — — 3.03% $96.8M $527.99
% of Fund (quarterly)    GEV price (monthly, adj. close)

Other funds also holding GEV

As of 2025 Q4 — sorted by position size

JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 21.12% CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 3Y 18.97% SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 13.07% Goodlander Investment Management, LLC 11.23% Night Owl Capital Management, LLC 3Y 7Y 6.48% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 5.98% COATUE MANAGEMENT LLC 3Y 7Y 5.51% MARSICO CAPITAL MANAGEMENT LLC 3Y 7Y 5.29% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 5.17% Codex Capital Asset Management L.L.C. 5.04%
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