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  SkyWater Technology, Inc. (SKYT)
← All SKYT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,000 <0.01 Reduce 92.86% 0.03 $22.80–36.27 · VW $30.15i $356,330 SEC
2025   Q4 182,131 0.03 Reduce 1.42% <0.01 $12.80–24.23 · VW $17.51i $3,307,499 SEC
2025   Q3 184,756 0.03 Add 12.71% <0.01 $8.49–20.85 · VW $13.33i $3,447,547 SEC
2025   Q2 163,920 0.02 Add 16.12% <0.01 $5.67–11.06 · VW $8.48i $1,612,973 SEC
2025   Q1 141,170 0.01 $7.09 $1,000,895 SEC
2024   Q4 141,170 0.02 Reduce 16.28% <0.01 $7.75–19.00 · VW $12.05i $1,948,146 SEC
2024   Q3 168,615 0.01 Reduce 0.15% $5.63–10.50 · VW $8.38i $1,531,024 SEC
2024   Q2 168,870 0.01 $7.65 $1,291,856 SEC
2024   Q1 168,870 0.02 Reduce 24.79% <0.01 $8.28–12.97 · VW $10.39i $1,717,408 SEC
2023   Q4 224,540 0.02 $9.62 $2,160,075 SEC
2023   Q3 224,540 0.02 Reduce 0.27% <0.01 $5.30–11.10 · VW $7.74i $1,351,731 SEC
2023   Q2 225,150 0.02 Add 10.12% <0.01 $7.77–11.48 · VW $9.51i $2,120,913 SEC
2023   Q1 204,450 0.03 Add 0.09% $7.06–15.99 · VW $12.32i $2,326,641 SEC
2022   Q4 204,256 0.02 $7.11 $1,452,260 SEC
2022   Q3 204,256 0.02 Reduce 0.12% $5.74–20.95 · VW $12.85i $1,563,000 SEC
2022   Q2 204,511 0.01 $6.02 $1,231,000 SEC
2022   Q1 204,511 0.02 Add 47.39% <0.01 $8.48–16.23 · VW $10.89i $2,215,000 SEC
2021   Q4 138,753 0.02 Add 0.21% $13.81–35.90 · VW $22.28i $2,251,000 SEC
2021   Q3 138,465 0.04 Add 41.00% 0.01 $15.37–36.80 · VW $25.27i $3,766,000 SEC
2021   Q2 98,199 0.03 Buy 0.03 $14.25–34.43 · VW $23.37i
IPO/listing quarter
$2,813,000 SEC
Price snapshot:
Current price$31.81
Avg. buy price$19.66
+/- since buy61.78%
52-week low$8.49
52-week high$39.93