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  Qorvo, Inc. (QRVO)
← All QRVO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 268,813 0.55 Reduce 75.64% 1.29 $74.92–89.37 · VW $80.48i $20,806,126 SEC
2025   Q4 1,103,354 1.71 Reduce 7.85% 0.16 $78.70–106.30 · VW $90.21i $93,291,000 SEC
2025   Q3 1,197,365 1.98 Reduce 9.33% 0.20 $81.54–97.02 · VW $88.62i $109,011,740 SEC
2025   Q2 1,320,608 2.12 Reduce 44.46% 1.44 $49.46–85.21 · VW $72.25i $120,253,610 SEC
2025   Q1 2,377,959 3.23 Reduce 7.88% 0.24 $67.34–91.33 · VW $77.06i $172,160,357 SEC
2024   Q4 2,581,296 3.02 Add 53.75% 1.06 $64.54–107.33 · VW $72.72i $180,486,640 SEC
2024   Q3 1,678,943 2.90 Reduce 20.95% 0.79 $98.72–130.99 · VW $112.78i $173,434,812 SEC
2024   Q2 2,123,936 3.77 Add 34.95% 0.98 $94.34–119.04 · VW $108.08i $246,665,000 SEC
2024   Q1 1,573,825 2.62 Reduce 5.33% 0.15 $98.34–121.65 · VW $109.26i $180,659,000 SEC
2023   Q4 1,662,449 2.74 Reduce 15.86% 0.46 $80.62–114.97 · VW $96.01i $186,895,000 SEC
2023   Q3 1,975,785 2.87 Reduce 14.41% 0.43 $93.48–112.12 · VW $103.34i $188,597,000 SEC
2023   Q2 2,308,344 2.96 Reduce 6.70% 0.21 $87.79–104.45 · VW $96.97i $235,629,000 SEC
2023   Q1 2,474,029 3.18 Reduce 9.34% 0.31 $89.03–114.59 · VW $102.61i $251,193,000 SEC
2022   Q4 2,728,901 3.32 Reduce 20.68% 0.66 $75.38–104.44 · VW $90.18i $247,119,000 SEC
2022   Q3 3,440,450 3.20 Reduce 27.13% 1.18 $79.36–112.33 · VW $93.58i $273,207,000 SEC
2022   Q2 4,721,609 4.36 Reduce 13.04% 0.54 $91.91–125.38 · VW $108.20i $445,342,000 SEC
2022   Q1 5,429,719 4.14 Reduce 3.74% 0.17 $117.03–163.12 · VW $134.36i $673,828,000 SEC
2021   Q4 5,640,650 4.51 Add 30.08% 1.04 $142.17–178.50 · VW $158.00i $882,141,000 SEC
2021   Q3 4,336,192 3.90 Add 2.85% 0.11 $167.06–201.46 · VW $184.10i $724,968,000 SEC
2021   Q2 4,215,996 4.47 Reduce 3.60% 0.17 $164.10–201.68 · VW $185.21i $824,860,000 SEC
2021   Q1 4,373,653 4.72 Reduce 5.44% 0.27 $160.06–191.82 · VW $175.26i $799,066,000 SEC
2020   Q4 4,625,057 4.97 Reduce 40.92% 3.21 $124.56–170.90 · VW $147.91i $769,008,000 SEC
2020   Q3 7,828,179 7.85 Reduce 16.39% 1.33 $107.69–136.06 · VW $125.62i $1,009,913,000 SEC
2020   Q2 9,362,981 8.14 Reduce 5.12% 0.42 $72.93–118.94 · VW $100.20i $1,034,890,000 SEC
2020   Q1 9,868,731 8.25 Add 19.59% 1.35 $67.54–122.36 · VW $98.47i $795,716,000 SEC
2019   Q4 8,252,167 7.40 Reduce 29.01% 2.11 $70.70–118.49 · VW $98.53i $959,149,000 SEC
2019   Q3 11,624,085 7.29 Add 7.12% 0.48 $67.73–78.68 · VW $72.50i $861,810,000 SEC
2019   Q2 10,851,938 6.43 Add 1.61% 0.10 $58.52–78.98 · VW $68.20i $722,848,000 SEC
2019   Q1 10,679,762 6.60 Reduce 7.31% 0.47 $54.74–74.62 · VW $66.36i $766,059,000 SEC
2018   Q4 11,521,778 6.45 Add 43.14% 1.94 $56.33–78.89 · VW $68.15i $699,718,000 SEC
2018   Q3 8,049,363 4.52 Add 3.22% 0.14 $71.54–86.50 · VW $79.81i $618,916,000 SEC
2018   Q2 7,798,102 5.00 Add 16.20% 0.70 $66.30–86.50 · VW $75.93i $625,174,000 SEC
2018   Q1 6,710,767 3.82 Add 2.25% 0.08 $65.56–86.84 · VW $75.54i $472,774,000 SEC
2017   Q4 6,562,958 3.63 Reduce 2.56% 0.11 $64.53–81.20 · VW $72.81i $437,093,000 SEC
2017   Q3 6,735,385 4.19 Add 71.57% 1.75 $62.68–76.47 · VW $69.59i $476,057,000 SEC
2017   Q2 3,925,736 2.28 Reduce 29.71% 1.01 $63.03–79.34 · VW $71.02i $248,578,000 SEC
2017   Q1 5,584,735 3.40 Reduce 3.76% 0.11 $52.12–69.71 · VW $64.15i $382,890,000 SEC
2016   Q4 5,803,082 2.82 Add 20.87% 0.49 $48.28–59.12 · VW $53.86i $305,996,000 SEC
2016   Q3 4,801,146 2.49 Buy 2.49 $50.45–64.80 · VW $57.47i $267,616,000 SEC
Price snapshot:
Current price$84.35
Avg. buy price$87.29
+/- since buy-3.37%
52-week low$74.92
52-week high$109.49