SEC 13F Intelligence

Chescapmanager LLC / VRT

Chescapmanager LLC’s Vertiv Holdings Co Position

Does Chescapmanager LLC own Vertiv Holdings Co (VRT)? Yes — 422.0K shares worth $106M (+9.46% of its 13F portfolio) as of Q1 2026.

Position Value
$106M
Q1 2026
Shares
422.0K
% of Portfolio
+9.46%
Quarters Held
25
currently held

Position History VRT

Reported value by quarter
Q1 ’20: $9MQ1 ’20Q2 ’20: $15MQ3 ’20: $19MQ4 ’20: $19MQ1 ’21: $31MQ1 ’21Q2 ’21: $32MQ3 ’21: $27MQ4 ’21: $29MQ1 ’22: $16MQ1 ’22Q2 ’22: $9MQ3 ’22: $11MQ4 ’22: $15,441Q1 ’23: $16,176Q1 ’23Q2 ’23: $28MQ3 ’23: $41MQ4 ’23: $55MQ1 ’24: $80MQ1 ’24Q2 ’24: $72MQ3 ’24: $79MQ4 ’24: $59MQ1 ’25: $35MQ1 ’25Q2 ’25: $62MQ3 ’25: $66MQ4 ’25: $68MQ1 ’26: $106MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026422.0K$106M+9.46%
Q4 2025422.0K$68M+5.69%
Q3 2025439.2K$66M+6.33%
Q2 2025484.2K$62M+6.87%
Q1 2025484.2K$35M+3.75%
Q4 2024522.2K$59M+6.38%
Q3 2024790.1K$79M+8.32%
Q2 2024835.1K$72M+5.80%
Q1 2024982.7K$80M+7.80%
Q4 20231.14M$55M+5.34%
Q3 20231.11M$41M+5.26%
Q2 20231.13M$28M+4.35%
Q1 20231.13M$16,176+2.54%
Q4 20221.13M$15,441+3.62%
Q3 20221.11M$11M+2.52%
Q2 20221.11M$9M+2.16%
Q1 20221.15M$16M+2.18%
Q4 20211.17M$29M+3.90%
Q3 20211.13M$27M+4.06%
Q2 20211.16M$32M+3.49%
Q1 20211.53M$31M+3.26%
Q4 20201.04M$19M+2.37%
Q3 20201.07M$19M+3.00%
Q2 20201.07M$15M+2.66%
Q1 20201.07M$9M+2.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chescapmanager LLC’s full portfolio or all institutional holders of VRT.