Follow-The-Filings

Security

VVV

Valvoline Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 1 new max 3.4% (Eminence Capital, LP)

grid → activity →
owners 12
max % 3.4%
tracked value $771M
qoq N 1 A 3 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Eminence Capital, LP 2026 Q1 3.4% Exit -3.42 pp 4,425,261 $149M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.03 pp 1,587,788 $53M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.01 pp 1,688,755 $57M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 767,128 $26M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 621,746 $21M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 12,323,516 $358M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 918,618 $31M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 703,819 $24M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 274 $11M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 1,364,469 $40M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 32,568 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% — 450 $15 hist

12 current · options excluded

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 $1.44B $1.62B $1.71B
Gross profit $544.5M $618.8M $658.5M
Gross margin * 37.7% 38.2% 38.5%
Net income $1.42B $211.5M $210.7M
Net margin * 98.4% 13.1% 12.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $936.7M $255.4M $243.7M
Total non-current assets $1.95B $2.18B $2.43B
Total assets $2.89B $2.44B $2.67B
Total current liabilities $362.3M $353.9M $347.4M
Total non-current liabilities $2.32B $1.9B $1.98B
Total equity $203.2M $185.6M $338.5M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$40.8M $265.1M $297.2M
Cash from investing $2.04B $136.8M -$201.1M
Cash from financing -$1.67B -$746.3M -$112.9M
Net change in cash $329.2M -$344.4M -$17.1M

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