FULLER & THALER ASSET MANAGEMENT, INC.
Position in VRT — Vertiv Holdings Co
CIK 1082327
SAN MATEO, CA
Position in VRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$298,094,478
+$113,023,975 QoQ
Shares Held
1,189,618
+4.1% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 94.65836932527921.ToString("F0")%
Shared 0.ToString("F0")%
None 5.3416306747207924.ToString("F0")%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $968,983,622 across 5 Electrical Equipment & Parts names. VRT ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
2,299,320 | $311,534,866 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
1,189,618 | $298,094,478 | |
| 3 | AYI |
Acuity Inc. (De)
|
549,645 | $154,021,521 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
469,935 | $151,652,723 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
3,269,186 | $53,680,034 |
All Filings in VRT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,094,478 | 1,189,618 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $185,070,503 | 1,142,340 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $155,249,120 | 1,029,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $184,169,602 | 1,434,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,260,312 | 1,222,442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,840,457 | 1,107,653 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $132,635,093 | 1,333,150 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $108,833,120 | 1,257,169 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $91,784,012 | 1,123,840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $44,569,966 | 927,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $31,894,201 | 857,371 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,564,584 | 789,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,217,168 | 713,988 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,086,085 | 665,160 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||