William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Donaldson Co., Inc. (DCI)
← All DCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 499,374 0.43 Reduce 10.93% 0.05 $80.56–96.36 · VW $86.26i $42,381,944 SEC
2025   Q4 560,653 0.48 Reduce 7.40% 0.03 $86.05–112.84 · VW $97.22i $49,707,454 SEC
2025   Q3 605,439 0.47 Reduce 27.01% 0.15 $78.52–90.94 · VW $86.45i $49,555,144 SEC
2025   Q2 829,505 0.57 Reduce 25.95% 0.20 $67.71–83.31 · VW $76.90i $57,526,140 SEC
2025   Q1 1,120,149 0.78 Reduce 14.49% 0.12 $57.45–71.36 · VW $66.12i $75,117,161 SEC
2024   Q4 1,309,975 0.85 Reduce 4.52% 0.04 $65.10–78.38 · VW $70.86i $88,226,785 SEC
2024   Q3 1,371,962 0.95 Reduce 8.46% 0.09 $68.94–78.95 · VW $75.31i $101,113,565 SEC
2024   Q2 1,498,820 1.04 Reduce 6.38% 0.07 $69.00–78.03 · VW $73.25i $107,255,526 SEC
2024   Q1 1,601,031 1.16 Reduce 15.23% 0.20 $70.72–75.98 · VW $73.46i $119,564,961 SEC
2023   Q4 1,888,681 1.30 Reduce 2.89% 0.04 $60.57–71.87 · VW $68.02i $123,425,273 SEC
2023   Q3 1,944,960 1.36 Reduce 13.19% 0.20 $57.05–64.91 · VW $60.93i $115,997,387 SEC
2023   Q2 2,240,555 1.52 Reduce 7.91% 0.14 $58.07–65.21 · VW $62.38i $140,057,064 SEC
2023   Q1 2,432,943 1.83 Reduce 13.31% 0.26 $58.06–66.96 · VW $61.18i $158,968,465 SEC
2022   Q4 2,806,573 1.99 Reduce 6.88% 0.13 $58.10–64.36 · VW $61.90i $165,222,925 SEC
2022   Q3 3,013,809 1.86 Reduce 3.22% 0.06 $48.17–61.50 · VW $56.86i $147,707,000 SEC
2022   Q2 3,114,007 1.80 Reduce 5.90% 0.10 $46.00–57.17 · VW $51.51i $149,908,000 SEC
2022   Q1 3,309,202 1.73 Reduce 0.50% <0.01 $48.14–54.62 · VW $51.68i $171,847,000 SEC
2021   Q4 3,325,810 1.83 Reduce 0.34% <0.01 $51.02–60.78 · VW $55.36i $197,087,000 SEC
2021   Q3 3,337,119 1.92 Reduce 0.00% <0.01 $56.03–67.83 · VW $60.10i $191,584,000 SEC
2021   Q2 3,337,209 2.10 Reduce 1.22% 0.03 $60.52–69.35 · VW $65.87i $212,013,000 SEC
2021   Q1 3,378,569 2.06 Reduce 3.85% 0.08 $56.82–65.47 · VW $61.29i $196,498,000 SEC
2020   Q4 3,513,835 2.18 Reduce 1.83% 0.04 $52.50–62.70 · VW $58.04i $196,353,000 SEC
2020   Q3 3,579,271 2.08 Reduce 2.96% 0.07 $45.20–55.21 · VW $51.22i $166,150,000 SEC
2020   Q2 3,688,482 2.24 Reduce 15.21% 0.37 $42.59–52.75 · VW $48.57i $171,588,000 SEC
2020   Q1 4,350,087 2.45 Reduce 1.45% 0.04 $31.08–48.99 · VW $42.51i $168,044,000 SEC
2019   Q4 4,414,184 2.89 Reduce 6.64% 0.20 $43.84–58.32 · VW $49.08i $254,345,000 SEC
2019   Q3 4,728,243 2.98 Reduce 5.45% 0.17 $46.04–56.56 · VW $52.89i $246,247,000 SEC
2019   Q2 5,000,831 3.05 Reduce 0.93% 0.03 $45.82–51.52 · VW $48.57i $254,342,000 SEC
2019   Q1 5,047,602 3.07 Add 1.08% 0.03 $46.88–53.95 · VW $49.43i $252,683,000 SEC
2018   Q4 4,993,732 2.92 Reduce 1.87% 0.06 $40.27–57.31 · VW $49.72i $216,678,000 SEC
2018   Q3 5,088,833 3.45 Reduce 5.76% 0.17 $49.61–59.43 · VW $55.03i $296,475,000 SEC
2018   Q2 5,400,013 3.02 Reduce 2.20% 0.07 $44.36–50.79 · VW $48.58i $243,649,000 SEC
2018   Q1 5,521,259 3.07 Add 1.26% 0.04 $43.35–48.60 · VW $46.38i $248,733,000 SEC
2017   Q4 5,452,784 3.10 Add 2.16% 0.07 $44.85–52.20 · VW $48.17i $266,914,000 SEC
2017   Q3 5,337,294 2.94 Add 1.49% 0.04 $42.59–50.10 · VW $47.53i $245,195,000 SEC
2017   Q2 5,259,183 2.90 Add 0.06% <0.01 $44.66–48.91 · VW $46.94i $239,503,000 SEC
2017   Q1 5,256,200 2.93 Reduce 1.58% 0.05 $43.75–48.12 · VW $46.61i $239,262,000 SEC
2016   Q4 5,340,576 2.89 Reduce 4.68% 0.13 $41.28–46.29 · VW $43.51i $224,731,000 SEC
2016   Q3 5,602,673 2.76 Reduce 1.12% 0.03 $35.59–40.96 · VW $39.04i $209,148,000 SEC
2016   Q2 5,666,127 2.63 Add 3.95% 0.10 $32.92–37.95 · VW $36.14i $194,688,000 SEC
2016   Q1 5,450,706 2.47 Add 1.78% 0.04 $27.65–33.77 · VW $31.64i $173,932,000 SEC
2015   Q4 5,355,148 2.30 Add 0.96% 0.02 $25.21–31.65 · VW $28.37i $153,479,000 SEC
2015   Q3 5,304,175 2.33 Add 1.68% 0.04 $26.36–32.70 · VW $30.15i $148,941,000 SEC
2015   Q2 5,216,445 2.64 Add 0.49% 0.01 $29.85–36.61 · VW $32.59i $186,749,000 SEC
2015   Q1 5,191,158 2.69 Add 2.30% 0.06 $34.84–38.32 · VW $36.27i $195,759,000 SEC
2014   Q4 5,074,213 2.72 Add 8.10% 0.20 $36.04–39.49 · VW $37.52i $196,017,000 SEC
2014   Q3 4,694,139 2.78 Add 4.16% 0.11 $36.47–43.31 · VW $39.59i $190,723,000 SEC
2014   Q2 4,506,485 2.75 Add 6.06% 0.16 $38.26–42.60 · VW $40.91i $190,714,000 SEC
2014   Q1 4,248,805 2.79 Reduce 0.11% <0.01 $39.19–43.39 · VW $41.10i $180,149,000 SEC
2013   Q4 4,253,337 2.98 Add 2.82% 0.08 $38.66–43.74 · VW $41.75i $184,850,000 SEC
2013   Q3 4,136,649 2.86 Add 5.55% 0.15 $34.60–42.29 · VW $39.54i $157,730,000 SEC
2013   Q2 3,918,954 2.80 Add 0.93% 0.03 $34.35–38.09 · VW $35.89i $139,750,000 SEC
2013   Q1 3,882,768 1.43 Add 1.94% 0.03 $34.26–39.36 · VW $37.04i $140,517,000 SEC
2012   Q4 3,808,897 3.12 Add 0.85% 0.03 $32.26–38.30 · VW $35.53i $125,084,000 SEC
2012   Q3 3,776,939 3.23 Add 2.11% 0.07 $30.90–36.96 · VW $33.81i $131,098,000 SEC
2012   Q2 3,699,021 3.22 Reduce 0.19% <0.01 $30.51–38.18 · VW $34.66i $123,436,000 SEC
2012   Q1 3,705,920 3.40 Reduce 3.48% 0.13 $32.51–37.22 · VW $35.17i $132,413,000 SEC
2011   Q4 3,839,588 3.76 Reduce 6.08% 0.22 $33.13–38.89 · VW $36.24i $130,700,000 SEC
2011   Q3 4,088,172 3.60 Reduce 0.98% 0.02 $25.79–34.81 · VW $31.59i $112,016,000 SEC
2011   Q2 4,128,680 1.70 Reduce 0.56% 0.02 $23.18–31.44 · VW $28.04i $125,264,000 SEC
2011   Q1 4,152,020 3.48 Reduce 0.99% 0.03 $27.45–31.52 · VW $29.61i $127,239,000 SEC
2010   Q4 4,193,460 3.52 Reduce 0.62% <0.01 $27.30–31.00 · VW $28.81i $122,197,000 SEC
2010   Q3 4,219,784 1.57 Reduce 0.37% 0.01 $21.00–27.49 · VW $25.21i $99,439,202,000 SEC
2010   Q2 4,235,346 3.10 Reduce 5.59% 0.09 $20.35–24.13 · VW $21.81i $90,318,747,000 SEC
2010   Q1 4,486,076 1.53 Reduce 6.94% 0.11 $20.25–23.69 · VW $21.84i $101,205,867,000 SEC
2009   Q4 4,820,636 1.62 Reduce 12.26% 0.19 $18.62–21.86 · VW $20.37i $102,534,921,000 SEC
2009   Q3 5,494,218 1.57 Reduce 2.17% 0.04 $16.30–22.59 · VW $20.05i $95,132,385,000 SEC
2009   Q2 5,615,860 1.85 Add 2.56% 0.05 $15.68–19.91 · VW $18.12i $97,266,695,000 SEC
2009   Q1 5,475,912 1.66 Reduce 0.77% 0.01 $10.91–17.45 · VW $15.07i $73,486,739,000 SEC
2008   Q4 5,518,312 1.77 Reduce 0.08% <0.01 $12.18–18.09 · VW $14.16i $92,845,599,000 SEC
2008   Q3 5,522,862 1.69 Reduce 0.57% 0.01 $11.70–24.50 · VW $17.77i $115,731,573,000 SEC
2008   Q2 5,554,662 1.84 Reduce 9.24% 0.16 $20.48–26.00 · VW $22.81i $123,980,056,000 SEC
2008   Q1 6,120,468 1.70 Reduce 3.18% 0.09 $19.42–26.17 · VW $23.77i $123,266,226,000 SEC
2007   Q4 6,321,368 2.98 Reduce 0.44% <0.01 $17.57–24.20 · VW $20.95i $146,592,524 SEC
2007   Q3 6,349,526 1.59 Add 0.25% <0.01 $19.17–23.50 · VW $22.02i $132,578,103,000 SEC
2007   Q2 6,333,520 1.36 Add 1.94% 0.03 $17.06–22.30 · VW $19.48i $112,578,318 SEC
2007   Q1 6,213,290 1.43 Add 3.33% 0.05 $17.19–19.44 · VW $18.30i $112,149,885 SEC
2006   Q4 6,012,810 1.34 Add 0.70% <0.01 $16.80–19.35 · VW $18.02i $104,352,318 SEC
2006   Q3 5,971,090 3.02 Reduce 8.05% 0.23 $16.50–19.49 · VW $17.83i $110,166,611 SEC
2006   Q2 6,494,058 2.82 Add 7.93% 0.21 $15.08–17.00 · VW $16.26i $109,976,872 SEC
2006   Q1 6,017,146 1.39 Reduce 0.39% <0.01 $15.49–17.15 · VW $16.41i $101,659,682 SEC
2005   Q4 6,040,546 1.40 Add 0.11% <0.01 $15.77–18.00 · VW $17.03i $96,044,681 SEC
2005   Q3 6,033,686 2.88 Add 2.86% 0.08 $14.30–16.75 · VW $15.92i $92,104,217 SEC
2005   Q2 5,865,686 1.39 Add 4.06% 0.05 $14.80–16.44 · VW $15.52i $88,953,128 SEC
2005   Q1 5,636,952 1.52 Add 4.12% 0.06 $14.70–16.42 · VW $15.72i $90,980,405 SEC
2004   Q4 5,413,952 1.58 Add 4.01% 0.06 $14.52–16.45 · VW $15.64i $88,193,278 SEC
2004   Q3 5,205,000 3.16 Add 7.20% 0.21 $13.80–17.23 · VW $15.51i $73,884,975 SEC
2004   Q2 4,855,300 3.13 Add 7.89% 0.23 $12.56–14.70 · VW $13.82i $71,130,145 SEC
2004   Q1 4,500,424 1.43 Add 16.87% 0.21 $12.52–14.83 · VW $13.50i $59,698,124 SEC
2003   Q4 3,850,712 1.52 Reduce 2.81% 0.05 $12.57–15.38 · VW $14.07i $56,952,030 SEC
2003   Q3 3,961,900 1.66 Reduce 9.19% 0.30 $13.21–14.99 · VW $14.28i $53,386,603 SEC
2003   Q2 4,362,700 3.32 Reduce 2.13% 0.04 $10.48–13.73 · VW $12.64i $48,480,504 SEC
2003   Q1 4,457,700 1.71 Add 3.80% 0.06 $8.35–10.54 · VW $9.79i $40,765,667 SEC
2002   Q4 4,294,500 1.63 Add 10.14% 0.15 $8.04–9.45 · VW $8.73i $38,650,500 SEC
2002   Q3 3,899,300 1.57 Add 10.73% 0.15 $7.48–9.44 · VW $8.76i $33,465,742 SEC
2002   Q2 3,521,600 1.37 Add 0.49% <0.01 $7.51–10.04 · VW $9.00i $30,849,216 SEC
2002   Q1 3,504,400 3.07 Add 20.84% 0.53 $9.07–11.25 · VW $10.07i $35,227,981 SEC
2001   Q4 2,900,000 1.41 Reduce 9.60% 0.13 $8.35–10.09 · VW $9.16i $28,159,000 SEC
2001   Q3 3,208,000 1.32 Reduce 0.25% <0.01 $6.73–9.23 · VW $8.36i $23,113,640 SEC
2001   Q2 3,216,000 2.83 Reduce 0.12% <0.01 $7.11–8.26 · VW $7.61i $25,044,600 SEC
2001   Q1 3,220,000 1.31 Add 0.16% <0.01 $6.11–7.95 · VW $7.11i $21,485,450 SEC
2000   Q4 3,214,800 1.29 Add 1.71% 0.02 $5.84–7.41 · VW $6.63i $22,352,906 SEC
2000   Q3 3,160,800 1.13 Add 4.37% 0.05 $4.94–6.30 · VW $5.82i $17,384,400 SEC
2000   Q2 3,028,576 0.94 Add 1.26% 0.01 $4.70–5.95 · VW $5.31i $14,953,594 SEC
2000   Q1 2,990,976 2.23 Add 1.52% 0.03 $5.34–6.23 · VW $5.77i $16,870,974 SEC
1999   Q4 2,946,176 1.12 Reduce 0.11% <0.01 $4.95–6.28 · VW $5.64i $17,723,090 SEC
1999   Q3 2,949,376 1.08 Buy 1.08 $4.81–6.00 · VW $5.48i $17,097,164 SEC
Price snapshot:
Current price$89.28
Avg. buy price$318.09
+/- since buy-71.93%
52-week low$68.09
52-week high$112.42