Vertiv Holdings Co (VRT): A Bull Case Theory
We came across a bullish thesis on Vertiv Holdings Co (VRT) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on VRT.
Vertiv Holdings Co (VRT)
Market is closed
Sector: Electronic Components, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coatue Management Philippe Laffont | 6,375,917 | $724,367,931 | -18% | 2.44% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,336,862 | $379,100,892 | +137% | 0.3% |
| 3. | 2,671,400 | $303,497,754 | +18% | 0.05% | |
| 4. | Renaissance Technologies Jim Simons | 2,404,712 | $273,199,330 | +16% | 0.4% |
| 5. | 2,342,300 | $266,108,703 | +40% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.18 | 35,001 | Officer | 105,814 | 2023-06-09 | Filing | |
| $13.99 | 71,600 | Director | 71,600 | 2022-11-03 | Filing | |
| $13.47 | 13,000 | 220,679 | 2022-03-18 | Filing | ||
| $12.39 | 15,000 | 167,912 | 2022-03-16 | Filing | ||
| $11.50 | 10,000 | Officer | 152,912 | 2022-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $128.98 | 39,339 | Officer | 22,502 | 2024-12-02 | Filing | |
| $131.46 | 35,845 | Officer | 19,551 | 2024-11-26 | Filing | |
| $130.79 | 50,774 | Officer | 55,396 | 2024-11-26 | Filing | |
| $136.39 | 38,647 | Director | 25,000 | 2024-11-25 | Filing | |
| $141.23 | 18,485 | Officer | 5,097,894 | 2024-11-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 475,619 | $34,339,648 | 0.03% | |
| 2. | 173,766 | $12,545,905 | 0.38% | |
| 3. | 69,637 | $5,027,778 | 1.49% | |
| 4. | 13,709 | $989,776 | 0.01% | |
| 5. | 7,250 | $544,940 | 0.08% |
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