Position in VRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$902,088
-$215,079 QoQ
Shares Held
3,600
-58.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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 Mar 31, 2026Caldwell Investment Management Ltd. holds $4,014,448 across 2 Electrical Equipment & Parts names. VRT ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELVA |
Electrovaya Inc.
|
398,000 | $3,112,360 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
3,600 | $902,088 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||