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  Oracle Corp. (ORCL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 0.28 SEC
2020   Q3 613,812 0.28 Reduce 88.13% 1.98 $59.70 $36,645,000 SEC
2020   Q2 5,173,224 2.25 Add 41.19% 0.66 $55.27 $285,924,000 SEC
2020   Q1 3,664,073 1.84 Reduce 37.16% 0.88 $48.33 $177,085,000 SEC
2019   Q4 5,831,073 2.38 Add 3.04% 0.07 $52.98 $308,930,000 SEC
2019   Q3 5,658,989 2.64 Add 59.67% 0.99 $55.03 $311,414,000 SEC
2019   Q2 3,544,220 1.80 Reduce 15.60% 0.30 $56.97 $201,914,000 SEC
2019   Q1 4,199,237 1.94 Reduce 44.78% 1.42 $53.71 $225,541,000 SEC
2018   Q4 7,604,460 3.17 Reduce 69.02% 6.38 $45.15 $343,341,000 SEC
2018   Q3 24,544,389 9.24 Reduce 1.90% 0.17 $51.56 $1,265,509,000 SEC
2018   Q2 25,019,520 8.81 Add 3.83% 0.32 $44.06 $1,102,360,000 SEC
2018   Q1 24,096,735 8.91 Add 4.76% 0.40 $45.75 $1,102,426,000 SEC
2017   Q4 23,002,309 9.02 Add 5.39% 0.46 $47.28 $1,087,549,000 SEC
2017   Q3 21,826,461 9.28 Reduce 0.91% 0.09 $48.35 $1,055,309,000 SEC
2017   Q2 22,026,871 10.12 Reduce 3.00% 0.27 $50.14 $1,104,427,000 SEC
2017   Q1 22,708,953 9.00 Add 0.33% 0.03 $44.61 $1,013,046,000 SEC
2016   Q4 22,633,884 8.01 Add 1.34% 0.11 $38.45 $870,273,000 SEC
2016   Q3 22,334,286 8.17 Reduce 3.80% 0.37 $39.28 $877,291,000 SEC
2016   Q2 23,216,208 9.81 Reduce 1.76% 0.16 $40.93 $950,239,000 SEC
2016   Q1 23,631,169 9.00 Reduce 1.65% 0.13 $40.91 $966,751,000 SEC
2015   Q4 24,028,074 8.03 Add 2.97% 0.23 $36.53 $877,745,000 SEC
2015   Q3 23,336,085 8.17 Add 9.56% 0.71 $36.12 $842,899,000 SEC
2015   Q2 21,300,751 7.22 Add 17.46% 1.07 $35.78 $762,130,000 SEC
2015   Q1 18,134,918 6.87 Add 19.68% 1.13 $37.76 $684,832,000 SEC
2014   Q4 15,152,762 6.69 Add 27.25% 1.43 $38.65 $585,594,000 SEC
2014   Q3 11,908,219 6.74 Add 54.56% 2.38 $38.50 $458,418,000 SEC
2014   Q2 7,704,677 4.89 Reduce 9.49% 0.61 $40.53 $312,271,000 SEC
2014   Q1 8,512,121 6.44 Add 18.10% 0.99 $40.91 $348,231,000 SEC
2013   Q4 7,207,666 6.16 Add 53.14% 2.14 $38.26 $275,765,000 SEC
2013   Q3 4,706,439 5.04 Add 30.89% 1.19 $33.17 $156,113,000 SEC
2013   Q2 3,595,626 5.11 Add 64.52% 2.00 $30.71 $110,422,000 SEC
2013   Q1 2,185,557 4.16 Add 51.70% 1.42 $32.33 $70,659,000 SEC
2012   Q4 1,440,740 4.14 Add 29.80% 0.95 $33.32 $48,005,000 SEC
2012   Q3 1,109,954 4.17 Add 52.01% 1.43 $31.46 $34,919,000 SEC
2012   Q2 730,178 4.55 Buy 4.55 $29.70 $21,686,000 SEC