SCHOLTZ & COMPANY, LLC VVV VALVOLINE INC

Ownership history in SCHOLTZ & COMPANY, LLC  ·  3 quarters on record

AI Ownership Summary

SCHOLTZ & COMPANY, LLC reported VALVOLINE INC (VVV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.07% in 2026 Q1. The latest visible filing shows VVV at 2.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHOLTZ & COMPANY, LLC's position in VALVOLINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VVV was reported at 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SCHOLTZ & COMPANY, LLC held VVV — position size vs. price
% of Fund (quarterly)    VVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 119,861 +45,876 +62.0% 2.07% $4.0M 2026-05-15 $32.39
2025 Q4 ADDED 73,985 +1,820 +2.5% 0.93% $2.2M 2026-02-11 $38.87
2025 Q3 INITIATED 72,165 1.14% $2.6M 2025-11-12 $32.02

FAQ About SCHOLTZ & COMPANY, LLC and VVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHOLTZ & COMPANY, LLC reported owning VVV?

SCHOLTZ & COMPANY, LLC reported VVV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VVV position in SCHOLTZ & COMPANY, LLC's portfolio?

The largest reported portfolio weight for VVV was 2.07% in 2026 Q1.

What is the latest reported VVV position on this page?

The most recent filing on this page is 2026 Q1, when SCHOLTZ & COMPANY, LLC reported 119,861 shares, equal to 2.07% of portfolio, with an estimated market value of $4.0M.

What does the chart on this VVV ownership page compare?

The chart compares SCHOLTZ & COMPANY, LLC's quarterly VVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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