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  MillerKnoll, Inc. (MLKN)
← All MLKN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,324,609 0.51 Reduce 4.68% 0.02 $13.84–20.15 · VW $16.72i $19,153,851 SEC
2025   Q4 1,389,715 0.47 Add 24.42% 0.09 $15.50–23.18 · VW $19.61i $25,668,000 SEC
2025   Q3 1,116,932 0.36 Reduce 0.36% <0.01 $13.77–21.76 · VW $17.12i $20,026,879 SEC
2025   Q2 1,120,968 0.39 Reduce 0.28% <0.01 $16.35–22.23 · VW $19.90i $21,979,381 SEC
2025   Q1 1,124,156 0.41 Reduce 10.22% 0.05 $15.25–21.63 · VW $17.92i $21,727,125 SEC
2024   Q4 1,252,093 0.47 Add 12.79% 0.05 $20.89–25.96 · VW $22.78i $28,284,785 SEC
2024   Q3 1,110,157 0.46 Reduce 4.63% 0.02 $22.35–29.29 · VW $25.59i $27,689,925 SEC
2024   Q2 1,164,023 0.47 Reduce 8.55% 0.04 $24.49–31.73 · VW $28.56i $31,056,000 SEC
2024   Q1 1,272,842 0.46 Add 17.07% 0.07 $23.46–31.07 · VW $27.37i $31,516,000 SEC
2023   Q4 1,087,257 0.43 Reduce 20.52% 0.10 $24.53–31.33 · VW $28.80i $29,008,000 SEC
2023   Q3 1,368,007 0.51 Reduce 11.37% 0.03 $16.50–26.31 · VW $22.87i $33,448,000 SEC
2023   Q2 1,543,425 0.29 Add 1.82% <0.01 $13.20–20.39 · VW $17.56i $22,812,000 SEC
2023   Q1 1,515,868 0.39 Add 23.58% 0.07 $13.40–25.27 · VW $17.41i $30,999,000 SEC
2022   Q4 1,226,649 0.35 Reduce 29.43% 0.09 $17.24–24.70 · VW $21.94i $25,772,000 SEC
2022   Q3 1,738,267 0.32 Add 27.50% 0.07 $15.54–27.94 · VW $21.29i $27,117,000 SEC
2022   Q2 1,363,346 0.35 Reduce 13.23% 0.04 $25.39–33.46 · VW $28.84i $35,815,000 SEC
2022   Q1 1,571,297 0.33 Reduce 27.36% 0.12 $26.67–39.69 · VW $32.19i $54,304,000 SEC
2021   Q4 2,163,099 0.43 Add 65.24% 0.17 $33.99–41.69 · VW $38.19i $84,772,000 SEC
2021   Q3 1,309,028 0.26 Add 12.18% 0.03 $36.10–42.89 · VW $38.98i $49,298,000 SEC
2021   Q2 1,166,890 0.30 Add 1.48% <0.01 $40.91–51.25 · VW $44.73i $55,007,000 SEC
2021   Q1 1,149,897 0.28 Add 7.08% 0.02 $38.54–48.38 · VW $44.91i $47,318,000 SEC
2020   Q4 1,073,831 0.23 Reduce 10.33% 0.03 $32.67–41.42 · VW $37.48i $36,296,000 SEC
2020   Q3 1,197,485 0.28 Reduce 21.57% 0.06 $21.91–38.96 · VW $32.17i $36,116,000 SEC
2020   Q2 1,526,775 0.28 Add 8.98% 0.02 $20.56–29.55 · VW $24.65i $36,047,000 SEC
2020   Q1 1,400,999 0.32 Buy 0.32 $14.39–35.38 · VW $24.26i $31,102,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.04 $28.66–37.62 · VW $34.32i SEC
2018   Q3 143,000 0.04 Reduce 87.82% 0.28 $31.38–40.65 · VW $35.30i $5,491,000 SEC
2018   Q2 1,174,053 0.32 Add 28.20% 0.07 $32.75–40.10 · VW $37.05i $39,800,000 SEC
2018   Q1 915,815 0.24 Reduce 1.42% <0.01 $29.95–39.20 · VW $33.97i $29,260,000 SEC
2017   Q4 929,043 0.31 Reduce 7.50% 0.02 $33.65–41.85 · VW $37.13i $37,208,000 SEC
2017   Q3 1,004,385 0.32 Reduce 1.58% <0.01 $32.05–37.00 · VW $34.93i $36,057,000 SEC
2017   Q2 1,020,469 0.28 Reduce 0.01% $29.25–35.30 · VW $32.73i $31,022,000 SEC
2017   Q1 1,020,537 0.29 Add 7.46% 0.02 $28.55–34.05 · VW $31.38i $32,198,000 SEC
2016   Q4 949,701 0.30 Add 16.59% 0.04 $29.75–36.45 · VW $32.00i $32,480,000 SEC
2016   Q3 814,585 0.22 Reduce 0.05% <0.01 $26.99–36.35 · VW $31.95i $23,297,000 SEC
2016   Q2 814,958 0.25 Add 26.07% 0.05 $27.87–36.46 · VW $33.47i $24,359,000 SEC
2016   Q1 646,424 0.19 Buy 0.19 $26.20–31.90 · VW $29.92i $19,968,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.20 $22.60–32.22 · VW $26.97i SEC
2015   Q3 729,113 0.20 Add 86.58% 0.09 $26.27–32.71 · VW $30.23i $21,028,000 SEC
2015   Q2 390,781 0.11 Buy 0.11 $26.28–31.98 · VW $28.46i $11,305,000 SEC
Price snapshot:
Current price$20.27
Avg. buy price$24.08
+/- since buy-15.82%
52-week low$13.33
52-week high$22.71