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  Virtus Invt Partners Inc (VRTS)
← All VRTS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.23 $124.70–175.66 · VW $147.07i SEC
2025   Q4 77,326 0.23 Reduce 2.45% <0.01 $153.21–195.00 · VW $165.90i $12,616,000 SEC
2025   Q3 79,267 0.27 Reduce 8.30% 0.02 $181.07–215.06 · VW $195.63i $15,063,148 SEC
2025   Q2 86,440 0.28 Reduce 0.30% <0.01 $142.18–186.23 · VW $171.51i $15,680,256 SEC
2025   Q1 86,700 0.28 Reduce 12.09% 0.04 $167.13–223.96 · VW $189.27i $14,943,627 SEC
2024   Q4 98,628 0.36 Reduce 14.29% 0.06 $202.00–252.82 · VW $227.69i $21,755,259 SEC
2024   Q3 115,077 0.40 Reduce 10.72% 0.05 $190.42–248.71 · VW $216.75i $24,102,928 SEC
2024   Q2 128,890 0.44 Reduce 18.10% 0.10 $209.96–247.74 · VW $226.17i $29,110,000 SEC
2024   Q1 157,376 0.57 Reduce 17.22% 0.12 $224.82–263.39 · VW $239.93i $39,026,000 SEC
2023   Q4 190,106 0.67 Reduce 11.14% 0.07 $168.78–247.87 · VW $203.45i $45,960,000 SEC
2023   Q3 213,940 0.66 Reduce 3.64% 0.02 $188.25–223.10 · VW $204.40i $43,214,000 SEC
2023   Q2 222,015 0.55 Reduce 2.50% 0.01 $165.00–217.09 · VW $188.68i $43,841,000 SEC
2023   Q1 227,701 0.55 Add 2.37% 0.01 $165.00–248.23 · VW $204.95i $43,352,000 SEC
2022   Q4 222,436 0.57 Reduce 35.96% 0.23 $141.80–207.66 · VW $181.12i $42,583,000 SEC
2022   Q3 347,334 0.65 Reduce 6.99% 0.04 $158.99–222.53 · VW $189.40i $55,407,000 SEC
2022   Q2 373,428 0.62 Add 1.41% <0.01 $161.31–244.92 · VW $186.12i $63,864,000 SEC
2022   Q1 368,251 0.54 Add 8.64% 0.04 $203.76–302.90 · VW $250.10i $88,377,000 SEC
2021   Q4 338,969 0.51 Add 12.87% 0.06 $273.07–338.80 · VW $305.77i $100,708,000 SEC
2021   Q3 300,329 0.50 Add 1.61% <0.01 $245.66–333.03 · VW $296.15i $93,198,000 SEC
2021   Q2 295,579 0.45 Add 6.08% 0.03 $239.00–300.54 · VW $273.31i $82,103,000 SEC
2021   Q1 278,640 0.39 Reduce 5.74% 0.02 $200.94–270.00 · VW $234.08i $65,620,000 SEC
2020   Q4 295,601 0.41 Reduce 17.90% 0.07 $135.22–218.50 · VW $180.50i $64,145,000 SEC
2020   Q3 360,038 0.39 Reduce 15.08% 0.06 $112.62–148.24 · VW $135.85i $49,919,000 SEC
2020   Q2 423,953 0.39 Add 10.52% 0.04 $62.82–119.94 · VW $93.29i $49,301,000 SEC
2020   Q1 383,582 0.30 Add 14.54% 0.04 $55.37–141.79 · VW $106.50i $29,194,000 SEC
2019   Q4 334,876 0.31 Add 5.12% 0.02 $87.88–124.00 · VW $111.98i $40,761,000 SEC
2019   Q3 318,556 0.30 Add 10.55% 0.03 $92.51–124.22 · VW $107.97i $35,223,000 SEC
2019   Q2 288,152 0.28 Reduce 41.42% 0.17 $98.50–126.55 · VW $110.19i $30,948,000 SEC
2019   Q1 491,908 0.41 Add 25.75% 0.08 $70.00–108.29 · VW $93.85i $47,986,000 SEC
2018   Q4 391,194 0.29 Add 83.20% 0.13 $70.00–117.95 · VW $92.22i $31,073,000 SEC
2018   Q3 213,529 0.18 Reduce 59.96% 0.34 $112.90–134.25 · VW $127.29i $24,289,000 SEC
2018   Q2 533,272 0.56 Add 106.91% 0.29 $110.00–138.03 · VW $124.05i $69,475,000 SEC
2018   Q1 257,737 0.26 Reduce 1.41% <0.01 $113.10–135.90 · VW $125.17i $31,908,000 SEC
2017   Q4 261,416 0.25 Reduce 40.56% 0.18 $106.55–124.65 · VW $117.45i $30,076,000 SEC
2017   Q3 439,797 0.45 Reduce 41.13% 0.31 $103.81–118.75 · VW $112.58i $51,038,000 SEC
2017   Q2 747,117 0.76 Reduce 21.98% 0.20 $97.60–113.50 · VW $105.81i $82,893,000 SEC
2017   Q1 957,627 0.90 Reduce 6.37% 0.07 $99.85–126.60 · VW $110.56i $101,413,000 SEC
2016   Q4 1,022,759 1.11 Add 0.28% <0.01 $92.80–128.10 · VW $112.67i $120,737,000 SEC
2016   Q3 1,019,937 0.93 Add 6.95% 0.06 $69.78–104.73 · VW $89.82i $99,811,000 SEC
2016   Q2 953,626 0.70 Add 15.49% 0.09 $66.12–83.57 · VW $75.66i $67,879,000 SEC
2016   Q1 825,731 0.60 Add 97.15% 0.30 $73.33–120.09 · VW $89.73i $64,498,000 SEC
2015   Q4 418,844 0.45 Reduce 21.25% 0.11 $94.52–141.97 · VW $122.77i $49,197,000 SEC
2015   Q3 531,836 0.52 Add 5.08% 0.03 $97.37–134.78 · VW $113.43i $53,450,000 SEC
2015   Q2 506,119 0.63 Reduce 13.88% 0.11 $113.47–147.77 · VW $130.76i $66,934,000 SEC
2015   Q1 587,679 0.77 Add 14.36% 0.10 $126.94–171.00 · VW $138.62i $76,851,000 SEC
2014   Q4 513,903 1.00 Add 288.54% 0.74 $151.81–188.04 · VW $167.65i $87,615,000 SEC
2014   Q3 132,265 0.33 Reduce 47.27% 0.39 $166.35–227.29 · VW $200.08i $22,228,000 SEC
2014   Q2 250,813 0.83 Add 1.03% <0.01 $165.00–215.72 · VW $187.90i $53,110,000 SEC
2014   Q1 248,262 0.80 Buy 0.80 $169.03–208.92 · VW $182.65i $42,992,000 SEC