Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,473,208
+$571,120 QoQ
Shares Held
4,400
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#982
of 2,044 holders
Holding Since
Jun 2024
6 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, 2026Caldwell Investment Management Ltd. holds $5,652,208 across 2 Electrical Equipment & Parts names. VRT ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELVA |
Electrovaya Inc.
|
398,000 | $4,179,000 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
4,400 | $1,473,208 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,208 | 4,400 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $902,088 | 3,600 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $1,117,167 | 8,700 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,897,287 | 16,700 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $994,900 | 10,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,298,550 | 15,000 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||