V
HY icon

ValueWorks’s Hyster-Yale Materials Handling HY Stock Holding History

ValueWorks’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
2026
Q1 		$12.9M Sell
395,383
-3,961
-1% -$136K 3.5% 12
2025
Q4 		$11.9M Buy
399,344
+99,538
+33% +$3.28M 3.12% 13
2025
Q3 		$11.1M Buy
299,806
+373
+0.1% +$14.6K 3.22% 13
2025
Q2 		$11.9M Buy
299,433
+16,526
+6% +$658K 3.92% 10
2025
Q1 		$11.8M Buy
282,907
+26,567
+10% +$1.32M 4.43% 8
2024
Q4 		$13.1M Sell
256,340
-14,615
-5% -$854K 4.35% 9
2024
Q3 		$17.3M Buy
270,955
+14,600
+6% +$953K 5.5% 5
2024
Q2 		$17.9M Buy
256,355
+2,200
+0.9% +$150K 5.55% 4
2024
Q1 		$16.3M Buy
254,155
+44,675
+21% +$2.87M 5.3% 4
2023
Q4 		$13M Sell
209,480
-1,500
-0.7% -$71.4K 4.42% 7
2023
Q3 		$9.4M Buy
210,980
+90,355
+75% +$4.18M 3.42% 7
2023
Q2 		$6.74M Buy
120,625
+950
+0.8% +$48.6K 2.44% 14
2023
Q1 		$5.97M Buy
+119,675
New +$4.39M 2.27% 16

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ValueWorks's HY Position: Q1 2026 in Review

ValueWorks reduced its Hyster-Yale Materials Handling (HY) stake by 0.99% in Q1 2026, selling an estimated $136K and leaving 395,383 shares worth $12.9M. The position accounts for 3.5% of the portfolio, ranked #12.

ValueWorks first reported a position in HY in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.9M in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • ValueWorks held 395,383 shares of Hyster-Yale Materials Handling worth $12.9M as of Q1 2026.
  • ValueWorks sold 3,961 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $136K.
  • Hyster-Yale Materials Handling made up 3.5% of ValueWorks's portfolio in Q1 2026, its #12 holding.
  • ValueWorks first reported a position in Hyster-Yale Materials Handling in Q1 2023 and has held it in 13 quarters since.
  • ValueWorks's Hyster-Yale Materials Handling position peaked at $17.9M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on ValueWorks's 13F filing for Q1 2026, filed 15 May 2026.