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Value Aligned Research Advisors, LLC

Position in VRT — Vertiv Holdings Co

CIK 1963565 PRINCETON, NJ

Position in VRT

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$481,406,539
-$4,685,835 QoQ
Shares Held
1,437,807
-25.9% QoQ
Ownership
0.373%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#35
of 2,035 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Derivatives in VRT

reported options exposure · as of Jun 30, 2026
CallValue
$305,021,020
CallShares
911,000
PutValue
$20,223,128
PutShares
60,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $2,348,480,846 across 3 Electrical Equipment & Parts names. VRT ranks #2 (20.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VRT
Vertiv Holdings Co
This page
1,437,807 $481,406,539

All Filings in VRT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $481,406,539 1,437,807
2026-06-30 $305,021,020 911,000
2026-06-30 $20,223,128 60,400
2026-03-31 $486,092,374 1,939,869
2026-03-31 $124,463,086 496,700
2026-03-31 $10,875,172 43,400
2025-12-31 $7,031,234 43,400
2025-12-31 $352,111,075 2,173,391
2025-12-31 $59,068,846 364,600
2025-09-30 $52,242,818 346,300
2025-09-30 $6,547,324 43,400
2025-09-30 $335,076,503 2,221,109
2025-06-30 $225,195,313 1,753,721
2025-06-30 $44,468,383 346,300
2025-06-30 $5,572,994 43,400
2025-03-31 $6,187,540 85,700
2025-03-31 $124,345,511 1,722,237
2024-12-31 $414,367 46,500
2024-12-31 $47,730,287 420,124
2024-09-30 $45,340,378 455,728
2024-06-30 $1,280 100
2024-06-30 $39,140,894 452,130
2024-03-31 $18,617,166 227,956
2023-12-31 $9,792,452 203,882
2023-09-30 $7,584,410 203,882
2023-06-30 $2,718,358 109,744