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  SmartRent, Inc. (SMRT)
← All SMRT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.06 $1.17–1.99 · VW $1.66i SEC
2024   Q3 1,956,312 0.06 Reduce 78.25% 0.26 $1.35–2.56 · VW $1.81i $3,384,420 SEC
2024   Q2 8,995,284 0.33 Reduce 6.85% 0.03 $2.20–2.98 · VW $2.46i $21,499,000 SEC
2024   Q1 9,656,894 0.38 Reduce 1.64% <0.01 $2.51–3.47 · VW $2.86i $25,880,000 SEC
2023   Q4 9,817,910 0.46 Reduce 5.88% 0.02 $2.29–3.45 · VW $2.96i $31,319,000 SEC
2023   Q3 10,431,183 0.41 Reduce 1.68% <0.01 $2.58–4.12 · VW $3.33i $27,225,000 SEC
2023   Q2 10,609,244 0.51 Reduce 23.08% 0.10 $2.15–3.87 · VW $3.26i $40,633,000 SEC
2023   Q1 13,791,927 0.45 Add 2.41% 0.01 $2.23–3.31 · VW $2.66i $35,169,000 SEC
2022   Q4 13,467,254 0.44 Reduce 19.29% 0.08 $2.03–3.20 · VW $2.47i $32,725,000 SEC
2022   Q3 16,686,231 0.44 Reduce 0.32% <0.01 $2.19–5.91 · VW $3.47i $37,878,000 SEC
2022   Q2 16,740,465 0.74 Add 5.26% 0.04 $3.55–6.59 · VW $5.08i $75,667,000 SEC
2022   Q1 15,903,987 0.49 Add 75.68% 0.21 $4.94–9.83 · VW $6.91i $80,474,000 SEC
2021   Q4 9,052,926 0.45 Add 45.02% 0.14 $8.81–14.74 · VW $11.15i $87,632,000 SEC
2021   Q3 6,242,638 0.44 Buy 0.44 $11.50–15.14 · VW $13.33i
IPO/listing quarter
$81,279,000 SEC
Price snapshot:
Current price$0.98
52-week low$0.90
52-week high$2.20