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  Wayfair Inc. (W)
← All W superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 2.67 $43.31–121.35 · VW $67.61i SEC
2022   Q1 3,928,113 2.67 Add 6.72% 0.17 $100.57–197.77 · VW $137.23i $435,156,000 SEC
2021   Q4 3,680,883 3.57 Add 30.85% 0.84 $183.74–298.00 · VW $238.82i $699,258,000 SEC
2021   Q3 2,813,084 3.86 Add 4.00% 0.15 $234.18–321.75 · VW $271.64i $718,771,000 SEC
2021   Q2 2,704,793 4.63 Add 4.18% 0.19 $265.04–343.80 · VW $308.44i $853,930,000 SEC
2021   Q1 2,596,246 4.83 Add 20.52% 0.82 $222.28–369.00 · VW $293.19i $817,168,000 SEC
2020   Q4 2,154,264 3.15 Buy 3.15 $221.09–324.21 · VW $260.56i $486,454,000 SEC
Price snapshot:
Current price$86.37
52-week low$53.13
52-week high$119.98