C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Donaldson Co. (DCI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.15 SEC
2018   Q2 421,298 0.15 Buy 0.15 $45.12 $19,009,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.22 SEC
2016   Q3 633,805 0.22 Reduce 0.29% <0.01 $37.33 $23,660,000 SEC
2016   Q2 635,618 0.23 Add 0.00% $34.36 $21,840,000 SEC
2016   Q1 635,607 0.19 Reduce 56.02% 0.21 $31.91 $20,282,000 SEC
2015   Q4 1,445,128 0.38 Add 0.93% <0.01 $28.66 $41,417,000 SEC
2015   Q3 1,431,860 0.39 Add 87.02% 0.18 $28.08 $40,207,000 SEC
2015   Q2 765,610 0.26 Add 0.41% <0.01 $35.80 $27,409,000 SEC
2015   Q1 762,513 0.29 Add 23.39% 0.06 $37.71 $28,754,000 SEC
2014   Q4 617,988 0.27 Add 5.11% 0.01 $38.63 $23,873,000 SEC
2014   Q3 587,921 0.35 Reduce 5.21% 0.02 $40.13 $23,593,000 SEC
2014   Q2 620,226 0.41 Add 1.68% <0.01 $42.32 $26,248,000 SEC
2014   Q1 610,008 0.48 Add 35.46% 0.13 $42.40 $25,864,000 SEC
2013   Q4 450,335 0.44 Add 18.24% 0.07 $43.46 $19,572,000 SEC
2013   Q3 380,867 0.47 Reduce 18.44% 0.14 $38.13 $14,522,000 SEC
2013   Q2 466,954 0.77 Add 40.71% 0.22 $35.66 $16,652,000 SEC
2013   Q1 331,864 0.71 Add 75.69% 0.31 $36.19 $12,010,000 SEC
2012   Q4 188,894 0.54 Add 112.40% 0.29 $32.84 $6,203,000 SEC
2012   Q3 88,933 0.37 Add 112.18% 0.20 $34.71 $3,087,000 SEC
2012   Q2 41,913 0.29 Add 2.51% <0.01 $33.38 $1,399,000 SEC
2012   Q1 40,886 0.39 Add 13.81% 0.05 $35.73 $1,461,000 SEC
2011   Q4 35,924 0.84 Reduce 30.46% 0.34 $68.09 $2,446,000 SEC
2011   Q3 51,660 1.12 Add 23.10% 0.21 $54.80 $2,831,000 SEC
2011   Q2 41,965 1.33 Add 1.51% 0.02 $60.67 $2,546,000 SEC
2011   Q1 41,340 1.86 Add 29.19% 0.42 $61.30 $2,534,000 SEC
2010   Q4 31,999 1.81 $58.28 $1,865,000 SEC