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  Cerence Inc (CRNC)
← All CRNC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.17 $22.70–36.79 · VW $28.47i SEC
2023   Q1 488,634 0.17 Reduce 40.99% 0.09 $18.35–32.42 · VW $26.16i $13,726,000 SEC
2022   Q4 828,025 0.21 Reduce 35.23% 0.08 $12.82–21.10 · VW $17.14i $15,343,000 SEC
2022   Q3 1,278,482 0.24 Reduce 33.32% 0.16 $15.73–30.89 · VW $21.99i $20,136,000 SEC
2022   Q2 1,917,366 0.47 Reduce 27.19% 0.16 $24.59–38.04 · VW $29.63i $48,375,000 SEC
2022   Q1 2,633,556 0.58 Add 26.62% 0.12 $28.72–84.90 · VW $42.56i $95,071,000 SEC
2021   Q4 2,079,909 0.81 Add 30.47% 0.19 $63.00–114.85 · VW $83.59i $159,404,000 SEC
2021   Q3 1,594,153 0.82 Reduce 10.16% 0.10 $91.02–126.40 · VW $110.73i $153,214,000 SEC
2021   Q2 1,774,517 1.03 Add 69.13% 0.42 $79.53–127.80 · VW $102.56i $189,359,000 SEC
2021   Q1 1,049,229 0.56 Reduce 9.29% 0.07 $80.80–139.00 · VW $111.04i $93,990,000 SEC
2020   Q4 1,156,728 0.75 Add 304.46% 0.56 $48.51–113.50 · VW $77.95i $116,228,000 SEC
2020   Q3 285,991 0.11 Reduce 61.85% 0.15 $34.23–62.44 · VW $47.37i $13,976,000 SEC
2020   Q2 749,635 0.24 Buy 0.24 $16.32–45.35 · VW $33.04i $30,615,000 SEC