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  Axis Capital Holdings Ltd. (AXS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.26 SEC
2020   Q1 656,625 0.26 Add 6.08% 0.01 $38.65 $25,379,000 SEC
2019   Q4 618,966 0.28 Reduce 82.83% 1.68 $59.44 $36,791,000 SEC
2019   Q3 3,604,245 2.03 Reduce 4.00% 0.08 $66.72 $240,475,000 SEC
2019   Q2 3,754,333 1.99 Reduce 35.79% 0.99 $59.65 $223,946,000 SEC
2019   Q1 5,847,282 2.76 Reduce 7.22% 0.22 $54.78 $320,314,000 SEC
2018   Q4 6,302,253 3.00 Reduce 13.02% 0.40 $51.64 $325,448,000 SEC
2018   Q3 7,245,959 3.05 Reduce 6.88% 0.24 $57.71 $418,164,000 SEC
2018   Q2 7,781,689 3.46 Reduce 3.03% 0.11 $55.62 $432,818,000 SEC
2018   Q1 8,025,033 3.73 Add 4.95% 0.18 $57.57 $462,001,000 SEC
2017   Q4 7,646,245 3.19 Add 14.25% 0.40 $50.26 $384,301,000 SEC
2017   Q3 6,692,720 3.37 Add 1.12% 0.04 $57.31 $383,560,000 SEC
2017   Q2 6,618,307 3.92 Add 2.20% 0.08 $64.66 $427,910,000 SEC
2017   Q1 6,475,573 3.85 Reduce 18.48% 0.88 $67.03 $434,057,000 SEC
2016   Q4 7,943,351 4.77 Reduce 4.90% 0.21 $65.27 $518,462,000 SEC
2016   Q3 8,352,394 4.23 Reduce 1.15% 0.06 $54.33 $453,786,000 SEC
2016   Q2 8,449,472 4.80 Add 4.05% 0.19 $55.00 $464,721,000 SEC
2016   Q1 8,120,386 4.19 Add 1.53% 0.06 $55.46 $450,356,000 SEC
2015   Q4 7,998,216 4.11 Add 1.91% 0.08 $56.22 $449,659,000 SEC
2015   Q3 7,848,166 4.09 Reduce 12.40% 0.56 $53.72 $421,604,000 SEC
2015   Q2 8,958,730 4.53 Add 25.53% 0.92 $53.37 $478,128,000 SEC
2015   Q1 7,136,601 3.69 Add 306.40% 2.78 $51.58 $368,106,000 SEC
2014   Q4 1,756,061 1.02 Add 70.81% 0.42 $51.09 $89,717,000 SEC
2014   Q3 1,028,104 0.72 Buy 0.72 $47.32 $48,654,000 SEC