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  Cerence Inc (CRNC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.17 SEC
2023   Q1 488,634 0.17 Reduce 40.99% 0.09 $28.09 $13,726,000 SEC
2022   Q4 828,025 0.21 Reduce 35.23% 0.08 $18.53 $15,343,000 SEC
2022   Q3 1,278,482 0.24 Reduce 33.32% 0.16 $15.75 $20,136,000 SEC
2022   Q2 1,917,366 0.47 Reduce 27.19% 0.16 $25.23 $48,375,000 SEC
2022   Q1 2,633,556 0.58 Add 26.62% 0.12 $36.10 $95,071,000 SEC
2021   Q4 2,079,909 0.81 Add 30.47% 0.19 $76.64 $159,404,000 SEC
2021   Q3 1,594,153 0.82 Reduce 10.16% 0.10 $96.11 $153,214,000 SEC
2021   Q2 1,774,517 1.03 Add 69.13% 0.42 $106.71 $189,359,000 SEC
2021   Q1 1,049,229 0.56 Reduce 9.29% 0.07 $89.58 $93,990,000 SEC
2020   Q4 1,156,728 0.75 Add 304.46% 0.56 $100.48 $116,228,000 SEC
2020   Q3 285,991 0.11 Reduce 61.85% 0.15 $48.87 $13,976,000 SEC
2020   Q2 749,635 0.24 Buy 0.24 $40.84 $30,615,000 SEC