Follow-The-Filings

Security · featured owners

VRT Vertiv Holdings Co.

Industrials COM CL A Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #127
  • Max 20.4%
  • Master 0.11%
  • $1.8B
  • 1 new 6 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 20.4% (Leon Cooperman - Omega Advisors) · not free-float ownership

  1. Leon Cooperman 20.4%
  2. Ben Hoskin reduce 1.2%
  3. Senator Investment Group reduce 0.84%
  4. Philippe Laffont reduce 0.56%
  5. Ron Baron reduce 0.49%
  6. Terry Smith reduce 0.10%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Leon Cooperman - Omega Advisors 2026 Q2 20.4% Hold 2,157,789 $722M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 1.2% Reduce −25.9% 1,437,807 $481M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.49% Reduce −17.0% 979,821 $328M history
Philippe Laffont - Coatue Management 2026 Q2 0.56% Reduce −17.8% 806,594 $270M history
Senator Investment Group 2026 Q2 0.84% Reduce −73.6% 68,746 $23M history
Terry Smith - Fundsmith 2026 Q2 0.10% Reduce −54.1% 41,893 $14M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.04% Reduce −4.6% 10,515 $4M history
Mairs & Power 2026 Q2 <0.01% New <0.01% 780 $261K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 6 $2K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03 pp 19,000 $5M history

9 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 13 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Jun 25, 2026 · 10 forms Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period May 5, 2026 Filing Doc
4 Period May 4, 2026 · 3 forms Filing Doc
4 Period Mar 6, 2026 Filing Doc
4 Period Mar 26, 2026 · 8 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.86B $8.01B $10.23B
Gross profit * $2.4B $2.93B $3.72B
Gross margin * 35.0% 36.6% 36.3%
Net income $0.46B $0.496B $1.33B
Net margin * 6.7% 6.2% 13.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4B $5.1B $6.82B
Total non-current assets * $4B $4.03B $5.39B
Total assets $8B $9.13B $12.21B
Total current liabilities $2.31B $3.1B $4.41B
Total non-current liabilities * $3.68B $3.6B $3.86B
Total equity $2.01B $2.43B $3.94B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.9B $1.32B $2.11B
Cash from investing -$0.139B -$0.202B -$1.5B
Cash from financing -$247.5M -$652.1M -$72.3M
Net change in cash $515.4M $443.6M $557.6M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders