Hyster-Yale Materials Handling (HY)

• Market cap: $680M
• 1 day: -1.89%
• 5 days: 0.68%
• 1 month: -7.49%
• 3 months: -29.08%
• 6 months: -40.29%
• Year to date: -23.51%
• 1 year: -34.39%
• 5 years: -1.56%
• 10 years: -47.60%
• Sector: Industrials
• Industry: Farm & Heavy Construction Machinery

About: Hyster Yale Inc designs, engineers, manufactures, sells and services a comprehensive line of lift trucks, attachments, aftermarket parts and technology solutions marketed globally under the Hyster and Yale brand names. The Company has five segments, which include three in the lift truck business as discussed below, as well as Bolzoni S.p.A. (Bolzoni) and Nuvera Fuel Cells, LLC (Nuvera). Majority of revenue is from Lift Trucks. geographically operates in America, EMEA, JAPIC, maximum revenue from America.

Employees: 8,500

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

0.25% more ownership

Funds ownership: 60.54% [Q3] → 60.79% (+0.25%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 183 [Q3] → 180 (-3) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

20% less capital invested

Capital invested by funds: $542M [Q3] → $435M (-$107M) [Q4]

46% less call options, than puts

Call options by funds: $112K | Put options by funds: $209K