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  SAP SE (SAP)
← All SAP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.47 $127.72–149.92 · VW $138.13i SEC
2021   Q3 2,018,211 1.47 Reduce 53.41% 1.77 $134.95–151.48 · VW $143.75i $273,277,000 SEC
2021   Q2 4,331,564 3.31 Reduce 3.69% 0.12 $124.95–146.29 · VW $138.59i $610,224,000 SEC
2021   Q1 4,497,599 3.26 Buy 3.26 $120.08–134.98 · VW $126.24i $552,001,000 SEC
Price snapshot:
Current price$159.97
52-week low$148.06
52-week high$304.44