Lion Street Advisors’s Whirlpool WHR Stock Holding History

Lion Street Advisors’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Sell	4,754 -5,916	-55%	-$543K	0.35%	59
2025 Q2	$1.08M	Buy	10,670 +2,025	+23%	+$168K	0.33%	64
2025 Q1	$779K	Hold	8,645	–	–	0.25%	83
2024 Q4	$990K	Buy	8,645 +2,070	+31%	+$228K	0.32%	67
2024 Q3	$704K	Sell	6,575 -150	-2%	-$15.1K	0.25%	91
2024 Q2	$687K	Buy	6,725 +500	+8%	+$48.7K	0.25%	85
2024 Q1	$758K	Hold	6,225	–	–	0.31%	71
2023 Q4	$758K	Sell	6,225 -606	-9%	-$70.6K	0.31%	70
2023 Q3	$913K	Buy	6,831 +2,077	+44%	+$293K	0.3%	64
2023 Q2	$1M	Sell	4,754 -2,081	-30%	-$286K	0.34%	60
2023 Q1	$902K	Buy	6,835 +2,601	+61%	+$370K	0.28%	64
2022 Q4	$893K	Sell	4,234 -2,817	-40%	-$401K	0.47%	28
2022 Q3	$947K	Buy	7,051 +2,817	+67%	+$448K	0.47%	26
2022 Q2	$892K	Buy	4,234 +213	+5%	+$37K	0.47%	28
2022 Q1	$693K	Sell	4,021 -205	-5%	-$41.5K	0.35%	40
2021 Q4	$988K	Sell	4,226 -8	-0.2%	-$1.76K	0.48%	23
2021 Q3	$860K	Buy	+4,234	New	+$929K	0.46%	28
2020 Q2	–	Sell	-69	Closed	-$6K	–	414
2020 Q1	$6K	Buy	+69	New	+$9.06K	0.03%	235

Other funds holding WHR

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Lion Street Advisors's WHR Position: Q3 2025 in Review

Lion Street Advisors reduced its Whirlpool (WHR) stake by 55% in Q3 2025, selling an estimated $543K and leaving 4,754 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #59.

Lion Street Advisors first reported a position in WHR in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.08M in Q2 2025. 490 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

Lion Street Advisors held 4,754 shares of Whirlpool worth $1M as of Q3 2025.
Lion Street Advisors sold 5,916 Whirlpool shares in Q3 2025, an estimated $543K.
Whirlpool made up 0.35% of Lion Street Advisors's portfolio in Q3 2025, its #59 holding.
Lion Street Advisors first reported a position in Whirlpool in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Whirlpool position peaked at $1.08M in Q2 2025.
490 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.