SEC 13F Intelligence

Haven Capital Group, Inc. / VRT

Haven Capital Group, Inc.’s Vertiv Holdings Co Position

Does Haven Capital Group, Inc. own Vertiv Holdings Co (VRT)? Yes — 17.6K shares worth $4M (+4.08% of its 13F portfolio) as of Q1 2026, up from 17.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
17.6K
% of Portfolio
+4.08%
Quarters Held
5
currently held

Position History VRT

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.6K$4M+4.08%
Q4 202517.4K$3M+2.64%
Q3 202516.1K$2M+2.16%
Q2 202516.1K$2M+1.82%
Q1 202515.4K$1M+1.22%

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