VERTIV HOLDINGS CO

Ticker: VRT CUSIP: 92537N108 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (219)

Increased Positions (548)

Incline Global Management LLC
Value ($000) $15,553 (+152.2%) Shares 95,998 (+134.9%)
BERKSHIRE CAPITAL HOLDINGS INC
Value ($000) $8,075 (+534994.6%) Shares 49,840 (+498300.0%)
Blue Whale Capital LLP
Value ($000) $145,623 (+39.5%) Shares 898,851 (+29.9%)
Atika Capital Management LLC
Value ($000) $103,055 (+11.4%) Shares 636,100 (+3.8%)
Styrax Capital, LP
Value ($000) $64,050 (+31.4%) Shares 395,347 (+22.3%)
Talos Eurisko Asset Management LP
Value ($000) $18,323 (+47.8%) Shares 113,100 (+37.6%)
Carroll Investors, Inc
Value ($000) $5,426 (+71.4%) Shares 33,490 (+59.1%)
Hardman Johnston Global Advisors LLC
Value ($000) $68,197 (+28.3%) Shares 420,941 (+19.5%)
Aragon Global Management, LP
Value ($000) $6,464 (+206.1%) Shares 39,900 (+185.0%)
SMITHBRIDGE ASSET MANAGEMENT INC/DE
Value ($000) $25,922 (+40.3%) Shares 160,005 (+30.7%)
JAG CAPITAL MANAGEMENT, LLC
Value ($000) $17,626 (+122.1%) Shares 108,794 (+106.8%)
Royal Fund Management, LLC
Value ($000) $17,707 (+134.2%) Shares 109,296 (+118.1%)
Rithm Capital Corp.
Value ($000) $1,134 (+25.3%) Shares 7,000 (+16.7%)
Haven Capital Group, Inc.
Value ($000) $2,813 (+16.0%) Shares 17,365 (+8.0%)
Chokshi & Queen Wealth Advisors, Inc
Value ($000) $2,155 (+159.7%) Shares 13,300 (+141.8%)
NAVELLIER & ASSOCIATES INC
Value ($000) $14,383 (+36.9%) Shares 88,779 (+27.5%)
Schear Investment Advisers, LLC
Value ($000) $2,382 (+187.5%) Shares 14,700 (+167.8%)
BECK CAPITAL MANAGEMENT, LLC
Value ($000) $12,701 (+9.3%) Shares 78,397 (+1.7%)
Lombard Odier Asset Management (Europe) Ltd
Value ($000) $15,480 (+435.9%) Shares 95,550 (+399.1%)
Impax Asset Management Group plc
Value ($000) $195,551 (+41.2%) Shares 1,207,028 (+31.5%)

Decreased Positions (495)

RIPOSTE CAPITAL LLC
Value ($000) $3,482 (-87.2%) Shares 21,493 (-88.1%)
Blue Door Asset Management, LLC
Value ($000) $6,738 (-52.1%) Shares 41,591 (-55.4%)
DEEPWATER ASSET MANAGEMENT, LLC
Value ($000) $5,596 (-60.6%) Shares 34,544 (-63.3%)
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Value ($000) $235 (-60.2%) Shares 1,451 (-78.7%)
Pennant Select, LLC
Value ($000) $1,750 (-69.3%) Shares 10,800 (-71.4%)
Munro Partners
Value ($000) $21,886 (-79.3%) Shares 135,090 (-80.8%)
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Value ($000) $29,439 (-50.1%) Shares 181,710 (-53.6%)
CLEARFIELD CAPITAL MANAGEMENT LP
Value ($000) $13,512 (-12.0%) Shares 83,400 (-18.1%)
Highlander Partners, L.P.
Value ($000) $47,561 (-10.8%) Shares 293,569 (-17.0%)
NEW SOUTH CAPITAL MANAGEMENT INC
Value ($000) $224,207 (-11.7%) Shares 1,383,908 (-17.7%)
Summerhill Capital Management lnc.
Value ($000) $2,540 (-38.1%) Shares 15,679 (-42.3%)
Pennant Investors, LP
Value ($000) $17,659 (-13.9%) Shares 109,000 (-19.9%)
LOCUST WOOD CAPITAL ADVISERS, LLC
Value ($000) $137,047 (-18.9%) Shares 845,915 (-24.5%)
BWCP, LP
Value ($000) $6,500 (-52.0%) Shares 40,123 (-55.3%)
Crystal Rock Capital Management
Value ($000) $12,706 (-5.4%) Shares 78,425 (-11.9%)
DigitalBridge Group, Inc.
Value ($000) $39,153 (-12.3%) Shares 241,671 (-18.3%)
GLYNN CAPITAL MANAGEMENT LLC
Value ($000) $19,963 (-5.4%) Shares 123,222 (-12.0%)
FCF Advisors LLC
Value ($000) $16,816 (-18.7%) Shares 103,795 (-24.3%)
BARROW HANLEY MEWHINNEY & STRAUSS LLC
Value ($000) $219,720 (-59.6%) Shares 1,356,210 (-62.4%)
Galaxy Digital Capital Management GP LLC
Value ($000) $3,370 (-6.6%) Shares 20,803 (-13.0%)

Exited Positions (100)