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  Lincoln Electric Holdings, Inc. (LECO)
← All LECO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q2 0 0.00 Sell 100.00% 0.18 $56.02–64.79 · VW $60.30i SEC
2016   Q1 322,916 0.18 Reduce 48.26% 0.14 $45.54–60.24 · VW $53.97i $18,913,000 SEC
2015   Q4 624,119 0.30 Reduce 9.56% 0.03 $49.71–62.95 · VW $56.02i $32,386,000 SEC
2015   Q3 690,112 0.35 Add 131.66% 0.20 $51.74–62.94 · VW $57.07i $36,183,000 SEC
2015   Q2 297,896 0.17 Buy 0.17 $60.85–71.15 · VW $65.72i $18,139,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.62 $56.75–69.35 · VW $62.60i SEC
2013   Q2 233,961 0.62 Add 30.71% 0.15 $49.94–60.58 · VW $55.17i $13,399,000 SEC
2013   Q1 178,989 0.57 Add 16.72% 0.08 $49.06–57.63 · VW $54.33i $9,698,000 SEC
2012   Q4 153,350 0.64 Add 55.65% 0.23 $37.63–49.00 · VW $45.03i $7,465,000 SEC
2012   Q3 98,524 0.46 Add 686.74% 0.40 $37.83–46.11 · VW $41.21i $3,847,000 SEC
2012   Q2 12,523 0.11 Reduce 14.96% 0.03 $41.42–50.36 · VW $45.96i $548,000 SEC
2012   Q1 14,726 0.18 Reduce 57.34% 0.27 $38.96–47.87 · VW $44.70i $668,000 SEC
2011   Q4 34,521 0.47 Reduce 56.75% 0.52 $26.84–40.10 · VW $36.64i $1,350,000 SEC
2011   Q3 79,810 0.91 Add 143.75% 0.54 $27.47–39.18 · VW $32.72i $2,315,000 SEC
2011   Q2 32,742 0.61 Reduce 27.90% 0.35 $32.30–39.62 · VW $36.68i $1,174,000 SEC
2011   Q1 45,412 1.26 Add 30.17% 0.29 $32.69–38.50 · VW $35.61i $1,724,000 SEC
2010   Q4 34,888 1.10 $32.65 $1,139,000 SEC
Price snapshot:
Current price$251.20
52-week low$211.36
52-week high$308.07