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
Q2 		$13.9M Buy
397,633
+2,250
+0.6% +$81.8K 2.91% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ValueWorks's HY Position: Q2 2026 in Review

ValueWorks increased its Hyster-Yale Materials Handling (HY) stake by 0.57% in Q2 2026, buying an estimated $81.8K and bringing the position to 397,633 shares worth $13.9M. The position accounts for 2.91% of the portfolio, ranked #15.

ValueWorks first reported a position in HY in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.9M in Q2 2024. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • ValueWorks held 397,633 shares of Hyster-Yale Materials Handling worth $13.9M as of Q2 2026.
  • ValueWorks bought 2,250 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $81.8K.
  • Hyster-Yale Materials Handling made up 2.91% of ValueWorks's portfolio in Q2 2026, its #15 holding.
  • ValueWorks first reported a position in Hyster-Yale Materials Handling in Q1 2023 and has held it in 14 quarters since.
  • ValueWorks's Hyster-Yale Materials Handling position peaked at $17.9M in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on ValueWorks's 13F filing for Q2 2026, filed 17 Aug 2026.