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  Donaldson Co., Inc. (DCI)
← All DCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.15 $49.61–59.43 · VW $55.03i SEC
2018   Q2 421,298 0.15 Buy 0.15 $44.36–50.79 · VW $48.58i $19,009,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.22 $41.28–46.29 · VW $43.51i SEC
2016   Q3 633,805 0.22 Reduce 0.29% <0.01 $35.59–40.96 · VW $39.04i $23,660,000 SEC
2016   Q2 635,618 0.23 Add 0.00% $32.92–37.95 · VW $36.14i $21,840,000 SEC
2016   Q1 635,607 0.19 Reduce 56.02% 0.21 $27.65–33.77 · VW $31.64i $20,282,000 SEC
2015   Q4 1,445,128 0.38 Add 0.93% <0.01 $25.21–31.65 · VW $28.37i $41,417,000 SEC
2015   Q3 1,431,860 0.39 Add 87.02% 0.18 $26.36–32.70 · VW $30.15i $40,207,000 SEC
2015   Q2 765,610 0.26 Add 0.41% <0.01 $29.85–36.61 · VW $32.59i $27,409,000 SEC
2015   Q1 762,513 0.29 Add 23.39% 0.06 $34.84–38.32 · VW $36.27i $28,754,000 SEC
2014   Q4 617,988 0.27 Add 5.11% 0.01 $36.04–39.49 · VW $37.52i $23,873,000 SEC
2014   Q3 587,921 0.35 Reduce 5.21% 0.02 $36.47–43.31 · VW $39.59i $23,593,000 SEC
2014   Q2 620,226 0.41 Add 1.68% <0.01 $38.26–42.60 · VW $40.91i $26,248,000 SEC
2014   Q1 610,008 0.48 Add 35.46% 0.13 $39.19–43.39 · VW $41.10i $25,864,000 SEC
2013   Q4 450,335 0.44 Add 18.24% 0.07 $38.66–43.74 · VW $41.75i $19,572,000 SEC
2013   Q3 380,867 0.47 Reduce 18.44% 0.14 $34.60–42.29 · VW $39.54i $14,522,000 SEC
2013   Q2 466,954 0.77 Add 40.71% 0.22 $34.35–38.09 · VW $35.89i $16,652,000 SEC
2013   Q1 331,864 0.71 Add 75.69% 0.30 $34.26–39.36 · VW $37.04i $12,010,000 SEC
2012   Q4 188,894 0.54 Add 112.40% 0.28 $32.26–38.30 · VW $35.53i $6,203,000 SEC
2012   Q3 88,933 0.37 Add 112.18% 0.19 $30.90–36.96 · VW $33.81i $3,087,000 SEC
2012   Q2 41,913 0.29 Add 2.51% <0.01 $30.51–38.18 · VW $34.66i $1,399,000 SEC
2012   Q1 40,886 0.39 Reduce 43.09% 0.36 $32.51–37.22 · VW $35.17i $1,461,000 SEC
2011   Q4 71,848 0.84 Reduce 30.46% 0.34 $33.13–38.89 · VW $36.24i $2,446,000 SEC
2011   Q3 103,320 1.12 Add 23.10% 0.21 $25.79–34.81 · VW $31.59i $2,831,000 SEC
2011   Q2 83,930 1.33 Add 1.51% 0.02 $23.18–31.44 · VW $28.04i $2,546,000 SEC
2011   Q1 82,680 1.86 Add 29.19% 0.42 $27.45–31.52 · VW $29.61i $2,534,000 SEC
2010   Q4 63,998 1.81 $29.14 $1,865,000 SEC
Price snapshot:
Current price$89.28
52-week low$68.09
52-week high$112.42