Value Aligned Research Advisors, LLC / VRT
Value Aligned Research Advisors, LLC’s Vertiv Holdings Co Position
Does Value Aligned Research Advisors, LLC own Vertiv Holdings Co (VRT)? Yes — 1.94M shares worth $486M (+2.35% of its 13F portfolio) as of Q1 2026, down from 2.17M shares the prior filed quarter.
Position Value
$486M
Q1 2026
Shares
1.94M
% of Portfolio
+2.35%
Quarters Held
12
currently held
Position History VRT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.94M | $486M | +2.35% |
| Q4 2025 | 2.17M | $352M | +3.54% |
| Q3 2025 | 1.40M | $212M | +3.10% |
| Q2 2025 | 1.75M | $225M | +4.76% |
| Q1 2025 | 1.72M | $124M | +9.06% |
| Q4 2024 | 420.1K | $48M | +13.05% |
| Q3 2024 | 455.7K | $45M | +11.79% |
| Q2 2024 | 452.1K | $39M | +8.57% |
| Q1 2024 | 228.0K | $19M | +3.67% |
| Q4 2023 | 203.9K | $10M | +2.47% |
| Q3 2023 | 203.9K | $8M | +2.39% |
| Q2 2023 | 109.7K | $3M | +0.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Value Aligned Research Advisors, LLC’s full portfolio or all institutional holders of VRT.