Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$149,980,275
+$20,895,241 QoQ
Shares Held
447,943
-13.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#90
of 2,035 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cannell & Spears LLC holds $193,772,287 across 6 Electrical Equipment & Parts names. VRT ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
447,943 | $149,980,275 | |
| 2 | NVT |
nVent Electric plc
|
211,202 | $35,821,971 | |
| 3 | ENS |
EnerSys
|
29,741 | $6,954,040 | |
| 4 | ENVX |
Enovix Corp
|
70,571 | $428,365 | |
| 5 | EAF |
Graftech International Ltd
|
62,207 | $367,643 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
590 | $219,993 |
All Filings in VRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,980,275 | 447,943 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $129,085,034 | 515,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,876,147 | 597,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $94,438,209 | 625,999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,088,332 | 647,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,023,998 | 720,554 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,542,342 | 691,333 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $74,395,736 | 747,771 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,889,609 | 772,665 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $85,339,024 | 1,044,925 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||