C M BIDWELL & ASSOCIATES LTD VRT — Vertiv Hldgs A

Ownership history in C M BIDWELL & ASSOCIATES LTD  ·  10 quarters on record

AI Ownership Summary

C M BIDWELL & ASSOCIATES LTD reported Vertiv Hldgs A (VRT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.55% in 2026 Q1. The latest visible filing shows VRT at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C M BIDWELL & ASSOCIATES LTD's position in Vertiv Hldgs A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VRT was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRT stock page C M BIDWELL & ASSOCIATES LTD fund profile C M BIDWELL & ASSOCIATES LTD full holdings
How C M BIDWELL & ASSOCIATES LTD held VRT — position size vs. price
% of Fund (quarterly)    VRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,692 -26 -0.6% 0.55% $1.2M 2026-05-15 $370.94
2025 Q4 REDUCED — — — 4,718 -131 -2.7% 0.36% $764K 2026-02-13 $234.47
2025 Q3 REDUCED — — — 4,849 -202 -4.0% 0.35% $732K 2025-11-13 $163.54
2025 Q2 REDUCED — — — 5,051 -152 -2.9% 0.34% $649K 2025-08-14 $132.40
2025 Q1 REDUCED — — — 5,203 -52 -1.0% 0.23% $376K 2025-05-15 $105.25
2024 Q4 REDUCED — — — 5,255 -62 -1.2% 0.36% $597K 2025-02-12 $111.06
2024 Q3 REDUCED — — — 5,317 -96 -1.8% 0.32% $529K 2024-11-13 $124.29
2024 Q2 REDUCED — — — 5,413 -12 -0.2% 0.31% $469K 2024-08-13 $76.07
2024 Q1 ADDED — — — 5,425 +612 +12.7% 0.30% $443K 2024-05-14 $98.48
2023 Q4 INITIATED — — — 4,813 — — 0.17% $231K 2024-02-14 $64.78

🏢 Other funds also holding VRT

As of 2026 Q1 — sorted by position size

Highlander Partners, L.P. 3Y 25.85% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 21.49% Atika Capital Management LLC 3Y 7Y 20.96% COOPERMAN LEON G 3Y 7Y 17.74% First Growth Capital LLC 17.11% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 11.73% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 11.12% Crystal Rock Capital Management 3Y 7Y 9.66% Chescapmanager LLC 3Y 7Y 9.46% Zuckerman Investment Group, LLC 3Y 7Y 9.43%

FAQ About C M BIDWELL & ASSOCIATES LTD and VRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has C M BIDWELL & ASSOCIATES LTD reported owning VRT?

C M BIDWELL & ASSOCIATES LTD reported VRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VRT position in C M BIDWELL & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for VRT was 0.55% in 2026 Q1.

What is the latest reported VRT position on this page?

The most recent filing on this page is 2026 Q1, when C M BIDWELL & ASSOCIATES LTD reported 4,692 shares, equal to 0.55% of portfolio, with an estimated market value of $1.2M.

What does the chart on this VRT ownership page compare?

The chart compares C M BIDWELL & ASSOCIATES LTD's quarterly VRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did C M BIDWELL & ASSOCIATES LTD time their VRT position?

Based on 13F filing dates vs. subsequent VRT price moves, C M BIDWELL & ASSOCIATES LTD correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on VRT relative to SPY over the holding period was +90.1%.

← Back to C M BIDWELL & ASSOCIATES LTD Holdings