Question 1

How many shares of VRT does Value Aligned Research Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Value Aligned Research Advisors, LLC holds 1.4M shares of VRT (VERTIV HOLDINGS CO).

Question 2

What is Value Aligned Research Advisors, LLC's VRT position worth?

Accepted Answer

As of 2026-Q2, Value Aligned Research Advisors, LLC's VRT position is worth $481.4M.

Question 3

Is Value Aligned Research Advisors, LLC buying or selling VRT?

Accepted Answer

In 2026-Q2, Value Aligned Research Advisors, LLC decreased their VRT position (-25.9% change in shares).

Question 4

When did Value Aligned Research Advisors, LLC first buy VRT?

Accepted Answer

Based on available 13F filings, Value Aligned Research Advisors, LLC first reported a position in VRT in 2024-Q3. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.4M	-25.9%	$481.4M	1.2%	$334.74	0
2026-Q1	Decreased	1.9M	-10.7%	$486.1M	2.3%	$250.47	0
2025-Q4	Decreased	2.2M	-2.1%	$352.1M	3.5%	$161.90	0
2025-Q3	Increased	2.2M	+26.6%	$335.1M	4.1%	$150.70	71
2025-Q2	Increased	1.8M	+1.8%	$225.2M	4.8%	$128.24	58
2025-Q1	Increased	1.7M	+309.9%	$124.3M	9.1%	$72.08	95
2024-Q4	Decreased	420,124	-7.8%	$47.7M	13.0%	$113.37	0
2024-Q3	Increased	455,728	+0.8%	$45.4M	11.8%	$99.25	58