Applied Finance Capital Management, LLC
Position in DELL — Dell Technologies Inc.
CIK 1966007
SAN JUAN, PR
Position in DELL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,738,300
+$557,294 QoQ
Shares Held
10,591
+12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Applied Finance Capital Management, LLC holds $29,648,945 across 3 Computer Hardware names. DELL ranks #2 (5.9% of the industry book) .
All Filings in DELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,738,300 | 10,591 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,181,006 | 9,382 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,508,291 | 10,639 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,709,166 | 13,941 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,017,598 | 11,164 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,201,837 | 10,429 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,011,620 | 8,534 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||