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  PROG Holdings, Inc. (PRG)
← All PRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 566,314 0.43 Reduce 5.48% 0.02 $27.24–41.14 · VW $34.74i $16,247,546 SEC
2025   Q4 599,125 0.32 Reduce 0.62% <0.01 $25.80–33.90 · VW $30.71i $17,668,000 SEC
2025   Q3 602,871 0.35 Reduce 11.15% 0.04 $28.75–36.71 · VW $31.46i $19,508,914 SEC
2025   Q2 678,550 0.35 Reduce 0.47% <0.01 $26.22–35.44 · VW $31.17i $19,915,439 SEC
2025   Q1 681,746 0.34 Add 84.34% 0.16 $23.50–44.43 · VW $31.43i $18,134,456 SEC
2024   Q4 369,829 0.26 Reduce 20.13% 0.08 $39.27–49.90 · VW $43.97i $15,628,975 SEC
2024   Q3 463,066 0.38 Reduce 41.38% 0.17 $39.52–50.28 · VW $44.49i $22,454,077 SEC
2024   Q2 789,920 0.42 Reduce 19.36% 0.09 $31.98–46.40 · VW $41.15i $27,394,000 SEC
2024   Q1 979,614 0.49 Reduce 4.10% 0.02 $27.84–36.60 · VW $32.56i $33,738,000 SEC
2023   Q4 1,021,463 0.46 Add 6.49% 0.03 $26.39–32.72 · VW $29.92i $31,573,000 SEC
2023   Q3 959,208 0.49 Reduce 2.77% 0.01 $26.79–40.11 · VW $31.43i $31,855,000 SEC
2023   Q2 986,496 0.40 Reduce 8.30% 0.03 $28.09–44.81 · VW $37.83i $31,686,000 SEC
2023   Q1 1,075,773 0.32 Add 0.28% <0.01 $21.72–31.60 · VW $27.85i $25,593,000 SEC
2022   Q4 1,072,777 0.24 Reduce 27.68% 0.07 $15.80–22.37 · VW $20.15i $18,119,000 SEC
2022   Q3 1,483,391 0.26 Reduce 47.44% 0.22 $12.11–22.90 · VW $17.18i $22,221,000 SEC
2022   Q2 2,822,252 0.46 Add 1.89% <0.01 $15.62–29.52 · VW $21.19i $46,567,000 SEC
2022   Q1 2,769,804 0.49 Add 34.22% 0.12 $24.38–40.90 · VW $30.58i $79,687,000 SEC
2021   Q4 2,063,667 0.48 Add 34.61% 0.12 $36.82–50.79 · VW $42.47i $93,092,000 SEC
2021   Q3 1,533,080 0.35 Add 22.66% 0.06 $39.94–48.36 · VW $42.92i $64,405,000 SEC
2021   Q2 1,249,816 0.33 Add 17.44% 0.05 $41.27–56.73 · VW $47.26i $60,154,000 SEC
2021   Q1 1,064,240 0.27 Add 17.29% 0.04 $25.89–57.65 · VW $44.83i $46,071,000 SEC
2020   Q4 907,382 0.32 Buy 0.32 $44.36–60.50 · VW $50.68i $48,881,000 SEC
Price snapshot:
Current price$44.63
Avg. buy price$35.12
+/- since buy27.09%
52-week low$25.57
52-week high$47.60