SEC 13F Intelligence

Rheos Capital Works Inc. / BKR

Rheos Capital Works Inc.’s Baker Hughes Company Position

Does Rheos Capital Works Inc. own Baker Hughes Company (BKR)? Yes — 340.0K shares worth $21M (+1.39% of its 13F portfolio) as of Q1 2026, up from 290.0K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
340.0K
% of Portfolio
+1.39%
Quarters Held
8
currently held

Position History BKR

Reported value by quarter
Q1 ’22: $9MQ1 ’22Q2 ’22: $6MQ2 ’22Q3 ’22: $4MQ3 ’22Q1 ’25: $17MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026340.0K$21M+1.39%
Q4 2025290.0K$13M+0.85%
Q3 2025290.0K$14M+0.79%
Q2 2025390.0K$15M+0.86%
Q1 2025390.0K$17M+1.40%
Q3 2022200.4K$4M+0.28%
Q2 2022200.4K$6M+0.43%
Q1 2022250.4K$9M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of BKR.