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  Acuity Inc. (AYI)
← All AYI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.21 $285.00–337.99 · VW $307.17i SEC
2024   Q3 46,148 0.21 Add 65.83% 0.08 $217.64–275.95 · VW $253.43i $12,708,792 SEC
2024   Q2 27,828 0.10 Reduce 20.48% 0.03 $227.62–272.74 · VW $251.42i $6,719,000 SEC
2024   Q1 34,996 0.14 Reduce 72.05% 0.27 $200.27–270.95 · VW $241.68i $9,404,000 SEC
2023   Q4 125,205 0.38 Reduce 17.73% 0.07 $156.84–207.96 · VW $176.86i $25,646,000 SEC
2023   Q3 152,196 0.39 Reduce 0.53% <0.01 $155.34–174.52 · VW $164.44i $25,921,000 SEC
2023   Q2 153,014 0.31 Add 123.82% 0.17 $149.30–185.01 · VW $160.98i $24,953,000 SEC
2023   Q1 68,365 0.16 Buy 0.16 $164.98–202.90 · VW $184.90i $12,492,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.22 $170.12–224.59 · VW $203.34i SEC
2021   Q3 240,052 0.22 Reduce 0.79% <0.01 $159.57–191.99 · VW $176.66i $41,618,000 SEC
2021   Q2 241,965 0.25 Reduce 19.62% 0.06 $165.22–194.59 · VW $183.22i $45,255,000 SEC
2021   Q1 301,024 0.29 Reduce 3.10% <0.01 $114.54–169.41 · VW $135.37i $49,669,000 SEC
2020   Q4 310,646 0.24 Add 19.38% 0.04 $87.90–123.17 · VW $107.04i $37,616,000 SEC
2020   Q3 260,209 0.21 Reduce 6.54% 0.01 $87.12–112.21 · VW $101.18i $26,632,000 SEC
2020   Q2 278,430 0.21 Add 25.04% 0.04 $70.55–117.45 · VW $90.69i $26,657,000 SEC
2020   Q1 222,672 0.20 Reduce 12.53% 0.03 $67.46–143.55 · VW $106.74i $19,074,000 SEC
2019   Q4 254,580 0.27 Reduce 31.63% 0.13 $105.95–139.54 · VW $127.65i $35,132,000 SEC
2019   Q3 372,381 0.42 Reduce 9.53% 0.05 $119.12–142.00 · VW $131.01i $50,193,000 SEC
2019   Q2 411,594 0.50 Reduce 18.55% 0.10 $120.56–147.44 · VW $134.57i $56,763,000 SEC
2019   Q1 505,320 0.52 Reduce 8.91% 0.05 $110.04–134.91 · VW $123.70i $60,643,000 SEC
2018   Q4 554,718 0.59 Add 23.66% 0.11 $103.48–160.04 · VW $128.58i $63,765,000 SEC
2018   Q3 448,599 0.51 Reduce 49.50% 0.41 $115.01–173.01 · VW $143.55i $70,520,000 SEC
2018   Q2 888,340 0.82 Add 94.83% 0.40 $109.98–139.34 · VW $120.29i $102,932,000 SEC
2018   Q1 455,955 0.51 Add 163.50% 0.32 $131.64–186.99 · VW $154.62i $63,464,000 SEC
2017   Q4 173,040 0.25 Buy 0.25 $155.01–180.84 · VW $168.91i $30,455,000 SEC
Price snapshot:
Current price$325.36
52-week low$256.86
52-week high$379.66