C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  ABM Industries Inc. (ABM)
← All ABM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 630,296 0.64 Reduce 4.32% 0.02 $36.96–44.93 · VW $40.32i $24,278,999 SEC
2025   Q4 658,777 0.51 Reduce 0.79% <0.01 $41.42–50.12 · VW $45.35i $27,866,000 SEC
2025   Q3 664,054 0.56 Reduce 5.13% 0.03 $40.00–49.14 · VW $44.05i $30,626,184 SEC
2025   Q2 699,964 0.58 Reduce 12.92% 0.09 $43.40–52.94 · VW $48.50i $33,045,309 SEC
2025   Q1 803,846 0.71 Reduce 5.71% 0.04 $40.85–54.90 · VW $49.47i $38,070,165 SEC
2024   Q4 852,495 0.73 Reduce 18.77% 0.17 $49.21–57.93 · VW $53.82i $43,630,679 SEC
2024   Q3 1,049,464 0.93 Reduce 10.15% 0.09 $48.59–59.78 · VW $55.18i $55,369,695 SEC
2024   Q2 1,168,048 0.90 Reduce 16.88% 0.15 $47.04–57.23 · VW $53.81i $59,068,000 SEC
2024   Q1 1,405,242 0.91 Add 2.88% 0.03 $40.50–48.83 · VW $45.53i $62,702,000 SEC
2023   Q4 1,365,929 0.90 Reduce 19.00% 0.20 $39.64–53.05 · VW $44.67i $61,235,000 SEC
2023   Q3 1,686,407 1.03 Add 32.22% 0.25 $37.61–46.13 · VW $41.58i $67,473,000 SEC
2023   Q2 1,275,474 0.68 Reduce 4.67% 0.04 $40.40–49.26 · VW $45.03i $54,399,000 SEC
2023   Q1 1,337,959 0.76 Add 11.81% 0.08 $40.77–48.98 · VW $44.64i $60,128,000 SEC
2022   Q4 1,196,683 0.71 Reduce 9.31% 0.05 $41.71–49.58 · VW $46.57i $53,157,000 SEC
2022   Q3 1,319,538 0.59 Reduce 4.87% 0.03 $37.68–48.00 · VW $44.29i $50,446,000 SEC
2022   Q2 1,387,047 0.59 Add 4.97% 0.03 $38.08–50.47 · VW $44.98i $60,226,000 SEC
2022   Q1 1,321,430 0.37 Reduce 18.35% 0.06 $42.91–54.00 · VW $48.42i $60,839,000 SEC
2021   Q4 1,618,356 0.34 Reduce 4.80% 0.02 $38.44–46.86 · VW $43.38i $66,110,000 SEC
2021   Q3 1,699,988 0.41 Add 19.33% 0.07 $42.94–49.96 · VW $45.97i $76,516,000 SEC
2021   Q2 1,424,564 0.34 Add 0.20% <0.01 $41.96–51.00 · VW $47.49i $63,179,000 SEC
2021   Q1 1,421,791 0.43 Add 15.77% 0.06 $43.13–55.48 · VW $49.50i $72,526,000 SEC
2020   Q4 1,228,098 0.30 Add 45.36% 0.09 $36.31–45.24 · VW $41.58i $46,471,000 SEC
2020   Q3 844,862 0.24 Buy 0.24 $33.51–41.32 · VW $37.78i $30,973,000 SEC
Price snapshot:
Current price$45.36
Avg. buy price$40.58
+/- since buy11.79%
52-week low$36.44
52-week high$49.10