VRT — VERTIV HOLDINGS CO

Ownership history in ENGINE NO. 1 LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which ENGINE NO. 1 LLC reported a position in VERTIV HOLDINGS CO (VRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
28.41% (2025 Q2)
Avg. % of fund
20.03%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 160,000 +38,000 +31.1% 27.25% $24.1M $150.77
2025 Q2 REDUCED 122,000 -11,000 -8.3% 28.41% $15.7M $128.30
2024 Q3 REDUCED 133,000 -76,325 -36.5% 26.19% $13.2M $99.30
2024 Q2 REDUCED 209,325 -6,000 -2.8% 19.01% $18.1M $86.38
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VRT price (monthly, adj. close)

Other funds also holding VRT

As of 2025 Q4 — sorted by position size

Highlander Partners, L.P. 3Y 17.07% First Growth Capital LLC 16.12% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 14.93% COOPERMAN LEON G 3Y 7Y 11.6% Atika Capital Management LLC 3Y 7Y 10.85% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 10.32% Zuckerman Investment Group, LLC 3Y 7Y 9.35% Blue Whale Capital LLP 3Y 7.47% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 6.86% Crystal Rock Capital Management 3Y 7Y 6.71%
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