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  NOV Inc. (NOV)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 1.89 $8.96–13.37 · VW $11.37i SEC
2020   Q2 19,638,173 1.89 Reduce 19.80% 0.49 $8.89–16.53 · VW $12.35i $240,568,000 SEC
2020   Q1 24,485,057 2.49 Reduce 7.90% 0.41 $8.00–25.81 · VW $16.73i $240,688,000 SEC
2019   Q4 26,584,279 5.14 Reduce 3.34% 0.16 $19.91–25.54 · VW $22.98i $665,936,000 SEC
2019   Q3 27,503,658 4.93 Add 6.67% 0.31 $18.05–24.96 · VW $21.85i $583,078,000 SEC
2019   Q2 25,783,344 5.10 Add 21.60% 0.91 $19.57–29.37 · VW $23.49i $573,164,000 SEC
2019   Q1 21,202,898 4.87 Reduce 2.37% 0.12 $25.11–32.63 · VW $28.32i $564,845,000 SEC
2018   Q4 21,718,101 5.15 Add 48.23% 1.68 $24.27–46.64 · VW $33.25i $558,155,000 SEC
2018   Q3 14,651,654 4.61 Reduce 27.73% 1.95 $41.98–49.08 · VW $45.84i $631,193,000 SEC
2018   Q2 20,274,296 7.03 Reduce 6.26% 0.40 $35.11–45.08 · VW $40.61i $879,904,000 SEC
2018   Q1 21,628,633 6.44 Reduce 0.05% <0.01 $31.77–39.30 · VW $36.09i $796,150,000 SEC
2017   Q4 21,640,475 6.47 Reduce 2.56% 0.18 $31.47–36.22 · VW $34.14i $779,490,000 SEC
2017   Q3 22,209,508 6.98 Add 27.45% 1.50 $29.90–36.48 · VW $32.82i $793,545,000 SEC
2017   Q2 17,425,713 5.26 Add 5.68% 0.28 $31.39–40.33 · VW $34.28i $574,003,000 SEC
2017   Q1 16,488,429 5.87 Add 1.19% 0.07 $36.44–41.90 · VW $39.23i $661,021,000 SEC
2016   Q4 16,295,053 5.61 Reduce 11.19% 0.70 $31.03–43.63 · VW $36.11i $610,087,000 SEC
2016   Q3 18,348,809 6.28 Reduce 3.71% 0.25 $29.79–38.55 · VW $33.90i $674,135,000 SEC
2016   Q2 19,056,245 6.62 Reduce 1.27% 0.07 $26.86–37.49 · VW $33.48i $641,242,000 SEC
2016   Q1 19,302,165 5.59 Add 31.93% 1.35 $25.74–35.20 · VW $30.87i $600,297,000 SEC
2015   Q4 14,630,914 4.48 Add 28.30% 0.99 $32.89–42.62 · VW $36.89i $489,989,000 SEC
2015   Q3 11,403,387 4.16 Add 47.17% 1.33 $34.54–48.47 · VW $40.68i $429,338,000 SEC
2015   Q2 7,748,675 3.54 Add 7.61% 0.25 $47.47–56.64 · VW $51.51i $374,107,000 SEC
2015   Q1 7,200,991 3.61 Buy 3.61 $46.08–66.02 · VW $53.79i $359,978,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 $60.88–76.73 · VW $68.71i SEC
2014   Q3 400 <0.01 Buy <0.01 $75.23–86.55 · VW $81.90i $30,000 SEC
Price snapshot:
Current price$19.13
52-week low$11.50
52-week high$21.46