VRT — VERTIV HOLDINGS CO

Ownership history in IFG Advisory, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, 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
0.03% (2025 Q2)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,153 -1,488 -32.1% 0.02% $476K $150.77
2025 Q2 ADDED 4,641 +452 +10.8% 0.03% $596K $128.30
2025 Q1 ADDED 4,189 +433 +11.5% 0.02% $302K $72.11
2024 Q4 INITIATED 3,756 — — 0.02% $427K $113.42
% 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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