Clearfield Capital Management’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17M	Buy	+132,100	New	+$17M	13.07%	2
2020 Q1	–	Sell	-324,500	Closed	-$3.58M	–	15
2019 Q4	$3.58M	Buy	+324,500	New	+$3.58M	1.58%	12