Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership12,622 shares
Latest Disclosed Value $ 410,341
Engineers Gate Manager LP reports 29.12% decrease in ownership of HY / Hyster-Yale, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 12,622 shares of Hyster-Yale, Inc. (US:HY) valued at $410,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,808 shares of Hyster-Yale, Inc.. This represents a change in shares of -29.12% during the quarter. The current value of the position is $449,848 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HYSTER-YALE CL A 449172105 12,622 -5,186 -29.12 410 -22.50 0.0051
2026-02-17 2025-12-31 13F HYSTER-YALE CL A 449172105 17,808 -898 -4.80 529 -23.22 0.0063
2025-11-14 2025-09-30 13F HYSTER-YALE CL A 449172105 18,706 -4,617 -19.80 690 -25.67 0.0079
2025-08-14 2025-06-30 13F HYSTER-YALE CL A 449172105 23,323 15,951 216.37 928 202.94 0.0115
2025-05-15 2025-03-31 13F HYSTER-YALE CL A 449172105 7,372 7,372 306 0.0052
2024-08-14 2024-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -5,840 -100.00 0 -100.00
2024-05-15 2024-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,840 -7,750 -57.03 375 -55.74 0.0099
2024-02-14 2023-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 13,590 -4,936 -26.64 845 2.42 0.0241
2023-11-14 2023-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 18,526 -7,327 -28.34 826 -42.83 0.0305
2023-08-14 2023-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 25,853 7,255 39.01 1,444 55.66 0.0546
2023-05-15 2023-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 18,598 18,598 928 0.0388
2022-11-14 2022-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -28,623 -100.00 0 -100.00
2022-08-15 2022-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 28,623 -17,625 -38.11 922 -39.97 0.0338
2022-05-16 2022-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 46,248 24,359 111.28 1,536 70.67 0.0601
2022-02-14 2021-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 21,889 11,157 103.96 900 66.98 0.0405
2021-11-15 2021-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 10,732 10,732 539 0.0307
2020-11-16 2020-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -18,394 -100.00 0 -100.00
2020-08-17 2020-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 18,394 12,504 212.29 711 201.27 0.0362
2020-05-15 2020-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,890 5,890 236 0.0170
2020-02-14 2019-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -13,477 -100.00 0 -100.00
2019-11-14 2019-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 13,477 2,211 19.63 738 18.46 0.0375
2019-08-14 2019-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 11,266 726 6.89 623 -5.18 0.0344
2019-05-15 2019-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 10,540 10,540 657 0.0398
2019-02-14 2018-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -3,322 -100.00 0 -100.00
2018-11-01 2018-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,322 -2,332 -41.25 204 -43.80 0.0157
2018-08-03 2018-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,654 5,654 363 0.0283
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.