GEV — GE VERNOVA

Ownership history in Night Owl Capital Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Night Owl Capital Management, LLC reported a position in GE VERNOVA (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
6.48% (2025 Q4)
Avg. % of fund
4.6%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 90,403 +1,413 +1.6% 6.48% $59.1M $653.09
2025 Q3 ADDED 88,990 +747 +0.8% 5.97% $54.7M $614.19
2025 Q2 REDUCED 88,243 -33,938 -27.8% 5.40% $46.7M $528.31
2025 Q1 ADDED 122,181 +4,970 +4.2% 4.66% $37.3M $304.56
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 5.98% Munro Partners 5.61% 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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