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HYSTER-YALE, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $57 | $34 | -40% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $56 | $34 | -39% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $56 | $34 | -39% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $56 | $34 | -39% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $56 | $34 | -39% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $56 | $34 | -39% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q1 2025 | Q3 2025 | → $36 | -28% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at HYSTER-YALE, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001173514-26-000166Jun 1, 2026
- Form 40001173514-26-000165Jun 1, 2026
- Form 40001173514-26-000164Jun 1, 2026
- Form 40001173514-26-000163Jun 1, 2026
- Form 40001173514-26-000162Jun 1, 2026
- Form 40001173514-26-000161Jun 1, 2026
- Form 40001173514-26-000160Jun 1, 2026
- Form 40001173514-26-000159Jun 1, 2026
- Form 40001173514-26-000158Jun 1, 2026
- Form 40001173514-26-000157Jun 1, 2026
- Form 40001173514-26-000156Jun 1, 2026
- Form 40001173514-26-000155Jun 1, 2026
- Form 40001173514-26-000154Jun 1, 2026
- Form 40001173514-26-000153Jun 1, 2026
- Form 40001173514-26-000152Jun 1, 2026
Fundamentals
XBRL · HYSTER-YALE, INC.Annual figures sourced directly from HYSTER-YALE, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for HYSTER-YALE, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 14, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- DEF 14AProxy statementMar 24, 2026
- 8-KMaterial eventMar 4, 2026
- 8-KMaterial eventMar 3, 2026
- 8-KMaterial eventMar 3, 2026
- 10-KAnnual reportMar 3, 2026
- 8-KMaterial eventDec 16, 2025
- 8-KMaterial eventNov 19, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- 10-QQuarterly reportNov 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2025 | Q3 2025 | $50 | $36 | -28% |
| Citadel Advisors | Q3 2024 | open | $56 | $34 | -39% |
| Two Sigma Investments | Q3 2024 | open | $56 | $34 | -39% |
| D.E. Shaw | Q3 2024 | open | $56 | $34 | -39% |
| AQR Capital Management | Q3 2024 | open | $56 | $34 | -39% |
| Millennium Management | Q3 2024 | open | $56 | $34 | -39% |
| Renaissance Technologies | Q3 2024 | open | $57 | $34 | -40% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.