David Shaw’s Hyster-Yale Materials Handling HY Stock Holding History

David Shaw’s Portfolio HY Stock Details HY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,800	Closed	-$427K	–	4044
2019 Q3	$427K	Sell	7,800 -20,000	-72%	-$1.11M	﹤0.01%	3286
2019 Q2	$1.54M	Buy	+27,800	New	+$1.55M	﹤0.01%	2420
2018 Q4	–	Sell	-5,900	Closed	-$363K	–	3859
2018 Q3	$363K	Buy	+5,900	New	+$373K	﹤0.01%	3284
2015 Q1	–	Sell	-8,700	Closed	-$637K	–	3783
2014 Q4	$637K	Sell	8,700 -6,300	-42%	-$469K	﹤0.01%	3151
2014 Q3	$1.07M	Buy	15,000 +8,700	+138%	+$693K	﹤0.01%	2739
2014 Q2	$558K	Buy	+6,300	New	+$572K	﹤0.01%	3437
2014 Q1	–	Sell	-51,300	Closed	-$4.78M	–	4429
2013 Q4	$4.78M	Sell	51,300 -2,100	-4%	-$183K	0.01%	1713
2013 Q3	$4.79M	Buy	53,400 +37,800	+242%	+$2.9M	0.01%	1629
2013 Q2	$980K	Buy	+15,600	New	+$917K	﹤0.01%	2731

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

David Shaw's HY Position: Q2 2026 in Review

David Shaw reduced its Hyster-Yale Materials Handling (HY) stake by 30% in Q2 2026, selling an estimated $1.32M and leaving 85,697 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

David Shaw first reported a position in HY in Q2 2013 and has held it in 33 quarters since. The position peaked at $6.27M in Q2 2025. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

David Shaw held 85,697 shares of Hyster-Yale Materials Handling worth $3M as of Q2 2026.
David Shaw sold 36,283 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $1.32M.
Hyster-Yale Materials Handling made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2846 holding.
David Shaw first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 33 quarters since.
David Shaw's Hyster-Yale Materials Handling position peaked at $6.27M in Q2 2025.
151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.