Concurrent Investment Advisors, LLC

Position in VRT — Vertiv Holdings Co

CIK 2001015 Tampa, FL

Back to VRT Full portfolio

Position in VRT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$9,273,714

+$3,500,003 QoQ

Shares Held

37,009

+3.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Derivatives in VRT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$50,116

PutShares

200

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 Mar 31, 2026

Concurrent Investment Advisors, LLC holds $17,285,229 across 9 Electrical Equipment & Parts names. VRT ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	37,009	$9,273,714
2	BE	Bloom Energy Corp	27,231	$3,689,527
3	TE	T1 Energy Inc.	310,975	$1,365,180
4	HUBB	Hubbell Inc	2,539	$1,245,987
5	ENVX	Enovix Corp	103,850	$537,943
6	POWL	Powell Industries Inc	2,039	$367,753
7	AYI	Acuity Inc. (De)	1,105	$309,642
8	NVT	nVent Electric plc	2,185	$258,441

All Filings in VRT

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,116	200	-99.5%	Put	Sole	2026-04-21
2026-03-31	$9,273,714	37,009	+3.8%	Shares	Sole	2026-04-21
2025-12-31	$5,773,711	35,638	+317.8%	Shares	Sole	2026-01-29
2025-09-30	$1,286,684	8,529	+19.0%	Shares	Sole	2025-10-27
2025-06-30	$920,442	7,168	+7068.0%	Shares	Sole	2025-07-25
2025-06-30	$12,841	100	-98.2%	Call	Sole	2025-07-25
2025-03-31	$391,973	5,429	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.