The latest 13F filing from Andreas Halvorsen’s Viking Global Investors LP highlights a decisive shift toward large U.S. financials and mega-cap quality franchises, with several outsized additions that reshaped the top of the portfolio. The quarter was defined by aggressive scaling into core positions rather than incremental tuning. Below are the most significant moves.1. PNC Financial Services Group (PNC): +5,581,102 shares (+234.93%)Viking made its single largest move of the quarter in PNC, more than tripl ...

Core Insights - Chart Industries leverages expertise in cryogenic and heat transfer technologies to support energy transition initiatives and industrial efficiency, positioning itself as a key partner in rapidly evolving markets [1] Financial Performance - The company generates revenue through capital equipment sales, process technology, aftermarket services, and equipment leasing, with a diversified offering across four business segments [2] - As of the latest report, Chart Industries shares were priced at $205.85, reflecting a 5% increase over the past year, underperforming the S&P 500, which rose approximately 15% in the same period [2] Investment Activity - Absolute Gestao de Investimentos disclosed a new position in Chart Industries, acquiring 440,746 shares valued at $88.22 million as of September 30, indicating significant investment interest [3] - The fund's allocation of roughly 11% of its reported U.S. equity assets to Chart Industries signals strong conviction in the company's fundamentals [4] Operational Highlights - In the third quarter, Chart Industries experienced a nearly 44% year-over-year increase in orders, reaching a record $1.68 billion, with total backlog exceeding $6 billion [5] - Demand is driven by sectors such as LNG, data centers, hydrogen, carbon capture, and industrial gas, with customers committing capital years in advance [5] - Despite GAAP losses related to merger and termination costs, adjusted operating margins improved to approximately 23%, indicating strong underlying earnings potential [5] Strategic Fit - The investment in Chart Industries aligns with broader themes of global growth and emerging markets, as the company's equipment addresses energy security, electrification, and decarbonization [6]

Core Viewpoint - The article highlights a positive sentiment in the tech sector, particularly during the Santa Claus rally, with a recommendation to invest in specific S&P 500 stocks that show strong growth potential for 2025 [2][3]. Economic Context - The S&P 500 reached an all-time closing high of 6,909.79 points, rising 0.5% on Tuesday, driven by a reported U.S. economic growth rate of 4.3% in Q3, exceeding the consensus estimate of 3.2% [4]. - The Federal Reserve may revise its monetary policy outlook for 2026, with markets now anticipating at least two interest rate cuts next year, as inflation is expected to ease and economic growth to accelerate [5]. Tech Sector Performance - Tech stocks have rebounded after a period of volatility, alleviating investor concerns regarding the profitability of AI investments and high valuations [6][7]. Featured Stocks Analog Devices, Inc. (ADI) - ADI is a manufacturer of semiconductor devices, with a product line that includes amplifiers, converters, and sensors [8]. - The expected earnings growth rate for ADI is 12%, with a Zacks Consensus Estimate for current-year earnings improving by 5.3% over the past 60 days. ADI holds a Zacks Rank of 2 [9]. Amazon.com, Inc. (AMZN) - Amazon is a leading e-commerce provider with a strong presence in both online retail and cloud computing through Amazon Web Services [10]. - The expected earnings growth rate for Amazon is 9.5% for next year, with the Zacks Consensus Estimate for current-year earnings improving by 4.7% over the last 60 days. Amazon also has a Zacks Rank of 2 [11]. Fortive Corporation (FTV) - Fortive is a diversified industrial growth company providing technologies for connected workflow solutions globally [12]. - The expected earnings growth rate for Fortive is 6.8% for next year, with the Zacks Consensus Estimate for current-year earnings improving by 4.7% over the past 60 days. Fortive carries a Zacks Rank of 2 [12].

Core Insights - Harbor Mid Cap Fund reported a 4.19% return in Q3 2025, underperforming the Midcap Index which returned 8.53% due to momentum trading [1] - The fund focuses on mid-sized U.S. companies, particularly in equity securities [1] Company Highlights - Woodward, Inc. (NASDAQ:WWD) is a key holding in the Harbor Mid Cap Fund, with a one-month return of 5.27% and a 52-week gain of 83.79% [2] - As of December 24, 2025, Woodward, Inc. had a market capitalization of $18.831 billion, with shares closing at $313.87 [2] Performance Analysis - Woodward, Inc. contributed positively to the fund's performance, reporting better-than-expected earnings and revenue, along with improved margins [3] - The aerospace segment showed strong demand for defense equipment and increased maintenance activity for legacy aircraft, indicating a recovery in the commercial aerospace manufacturing industry [3] - Woodward's transition from a component supplier to a systems supplier has led to share gains and margin expansion, with future earnings visibility linked to the rebound in commercial airline manufacturing [3]

As filed with the U.S. Securities and Exchange Commission on December 23, 2025. Registration Statement No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GREENLAND TECHNOLOGIES HOLDING CORPORATION (Exact name of registrant as specified in its charter) | British Virgin Islands | 3537 | N/A | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard Industrial | (I.R.S. Employer | | incorporation or ...

Company Overview - Chart Industries is a leading provider of engineered cryogenic and heat transfer equipment, with a workforce of 11,928 employees and a global presence [6] - The company focuses on innovation and aftermarket services, positioning itself as a key supplier in the transition toward cleaner energy solutions and advanced industrial processes [6] Financial Performance - For the trailing twelve months (TTM), Chart Industries reported revenue of $4.29 billion and a net income of $66.7 million [4] - The company's market capitalization stands at $9.3 billion, with shares priced at $205.88 as of the latest report [4] Recent Developments - Athos Capital disclosed a new equity stake in Chart Industries, acquiring 57,860 shares valued at approximately $11.6 million, which constitutes 7.3% of the fund's $159.6 million in reportable U.S. equity assets [2][10] - Chart Industries posted record orders of $1.68 billion in the third quarter, reflecting a nearly 44% year-over-year increase, with an adjusted EBITDA of $277 million despite significant deal-related charges [12] - The company's backlog has climbed above $6 billion, indicating strong demand across various sectors, including LNG and specialty products [12] Market Position - Chart Industries manufactures equipment for the energy and industrial gas industries, including cryogenic tanks and heat exchangers, and serves a diverse customer base [9] - The announced acquisition agreement with Baker Hughes at $210 per share has created a price ceiling and a floor under expectations, affecting the stock's trading dynamics [10][11]

Core Insights - Ingersoll Rand Inc. will present at the 2026 J.P. Morgan Healthcare Conference on January 14, 2026, featuring key executives including Vicente Reynal, Vik Kini, and Scott Watson [1] Company Overview - Ingersoll Rand Inc. is a global provider focused on mission-critical flow creation and life science and industrial solutions, emphasizing exceptional performance and durability [3] - The company operates with an entrepreneurial spirit and ownership mindset, aiming to enhance the lives of employees, customers, shareholders, and the planet [3] - Ingersoll Rand supports its offerings with over 80 respected brands, excelling in complex and harsh conditions [3]

Core Insights - SkyBitz has launched the SmartTank ST705 Radar Monitor, a non-invasive liquid-level sensor designed for various industrial applications, enhancing real-time visibility and operational efficiency [1][2][5] Product Features - The ST705 Radar Monitor is C1D1-certified, ensuring safety in hazardous environments while providing accurate radar performance with a detection range from 3.2 inches to 13 feet and an accuracy of ±0.78 inches [5] - It supports a wide range of tank materials and fluid types, including gasoline, diesel, chemicals, and waste oil, eliminating chemical compatibility concerns [2][5] - The device features a durable IP68-rated housing for long-term outdoor performance and boasts up to 10 years of battery life, minimizing maintenance needs [5] Integration and Efficiency - The ST705 is fully integrated with the SmartTank Portal and the Tank Installer Mobile App, allowing for rapid installation and reliable connectivity [1][3] - It offers enhanced operational efficiency through fleet-wide monitoring and analytics capabilities, including real-time level visibility, early-warning alerts, and predictive forecasting based on usage patterns [3][5] Availability - The SkyBitz ST705 Radar Monitor is available through authorized distributors and customer success teams starting from the announcement date [4] Company Background - SkyBitz is a subsidiary of Telular Corporation, part of AMETEK, Inc., which has annualized sales of approximately $7 billion, focusing on electronic instruments and electromechanical devices [7]

Core Insights - Ingersoll Rand Inc. has appointed Jerome Guillen to its Board of Directors, effective January 1, 2026, enhancing its leadership team with significant industry experience [1][5] Company Overview - Ingersoll Rand Inc. is a global provider of mission-critical flow creation and life sciences and industrial solutions, dedicated to "Making Life Better" for its stakeholders [6][7] - The company is driven by an entrepreneurial spirit and ownership mindset, focusing on exceptional performance and durability in its product offerings [6][7] Leadership Experience - Jerome Guillen brings over two decades of leadership experience in the automotive and transportation sectors, including a recent role as president at Tesla, where he contributed to the launch of the Model S and Semi Truck programs [3][5] - His previous roles include leadership positions at Daimler AG and McKinsey & Company, emphasizing product development and operational excellence [3][5] Strategic Vision - The appointment of Guillen is seen as a strategic move to support Ingersoll Rand's commitment to sustainable organic growth and innovation, aligning with the company's culture based on employee ownership [5]

Core Points - INNEOVA Holdings Limited has received a notification from Nasdaq indicating that it no longer meets the minimum bid price requirement of $1 per share based on its closing bid price from October 24, 2025, to December 5, 2025 [1][2] - The company has a compliance period of 180 days, until June 8, 2026, to regain compliance with Nasdaq's continued listing requirements [2] - If compliance is not achieved within this period, the company may be eligible for an additional 180 days under certain conditions, including the possibility of a reverse stock split [2][3] - The notification does not result in immediate delisting, and the company's shares will continue to trade under the symbol "INNEOVA" [3] Company Overview - INNEOVA Holdings Limited is a Singapore-based provider of high-quality Original Equipment Manufacturer (OEM) and aftermarket replacement parts for motor vehicles and non-vehicle combustion engines [4] - The company operates through various divisions, including the Automotive Division, which offers a range of genuine OEM and aftermarket parts for passenger vehicles, trucks, and buses [5] - The Industrial Division caters to industries such as construction, marine, power generation, mining, and transportation, providing specialized spare parts [5] - The Engineering Division focuses on system lifecycle analysis and engineering services for infrastructure and mobility platforms, aiming to deliver innovative and sustainable solutions [6]