C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  ABM Industries (ABM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 630,296 0.64 Reduce 4.32% 0.02 $38.52 $24,278,999 SEC
2025   Q4 658,777 0.51 Reduce 0.79% <0.01 $42.30 $27,866,000 SEC
2025   Q3 664,054 0.56 Reduce 5.13% 0.03 $46.12 $30,626,184 SEC
2025   Q2 699,964 0.58 Reduce 12.92% 0.09 $47.21 $33,045,309 SEC
2025   Q1 803,846 0.71 Reduce 5.71% 0.04 $47.36 $38,070,165 SEC
2024   Q4 852,495 0.73 Reduce 18.77% 0.17 $51.18 $43,630,679 SEC
2024   Q3 1,049,464 0.93 Reduce 10.15% 0.09 $52.76 $55,369,695 SEC
2024   Q2 1,168,048 0.90 Reduce 16.88% 0.15 $50.57 $59,068,000 SEC
2024   Q1 1,405,242 0.91 Add 2.88% 0.03 $44.62 $62,702,000 SEC
2023   Q4 1,365,929 0.90 Reduce 19.00% 0.20 $44.83 $61,235,000 SEC
2023   Q3 1,686,407 1.03 Add 32.22% 0.25 $40.01 $67,473,000 SEC
2023   Q2 1,275,474 0.68 Reduce 4.67% 0.04 $42.65 $54,399,000 SEC
2023   Q1 1,337,959 0.76 Add 11.81% 0.08 $44.94 $60,128,000 SEC
2022   Q4 1,196,683 0.71 Reduce 9.31% 0.05 $44.42 $53,157,000 SEC
2022   Q3 1,319,538 0.59 Reduce 4.87% 0.03 $38.23 $50,446,000 SEC
2022   Q2 1,387,047 0.59 Add 4.97% 0.03 $43.42 $60,226,000 SEC
2022   Q1 1,321,430 0.37 Reduce 18.35% 0.06 $46.04 $60,839,000 SEC
2021   Q4 1,618,356 0.34 Reduce 4.80% 0.02 $40.85 $66,110,000 SEC
2021   Q3 1,699,988 0.41 Add 19.33% 0.07 $45.01 $76,516,000 SEC
2021   Q2 1,424,564 0.34 Add 0.20% <0.01 $44.35 $63,179,000 SEC
2021   Q1 1,421,791 0.43 Add 15.77% 0.06 $51.01 $72,526,000 SEC
2020   Q4 1,228,098 0.30 Add 45.36% 0.09 $37.84 $46,471,000 SEC
2020   Q3 844,862 0.24 Buy 0.24 $36.66 $30,973,000 SEC