Dorsal Capital Management’s VF Corp VFC Stock Holding History

Dorsal Capital Management’s Portfolio VFC Stock Details VFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.2M	Buy	3,250,000 +850,000	+35%	+$15.2M	1.92%	18
2026 Q1	$40.8M	Buy	+2,400,000	New	+$45.3M	1.59%	22
2024 Q3	–	Sell	-2,500,000	Closed	-$33.8M	–	26
2024 Q2	$33.8M	Hold	2,500,000	–	–	1.16%	20
2024 Q1	$38.4M	Sell	2,500,000 -2,300,000	-48%	-$37M	1.25%	20
2023 Q4	$90.2M	Sell	4,800,000 -350,000	-7%	-$6M	2.78%	14
2023 Q3	$91M	Buy	5,150,000 +1,950,000	+61%	+$37.1M	3.11%	15
2023 Q2	$61.1M	Buy	+3,200,000	New	+$65.6M	2.11%	17

Other funds holding VFC

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dorsal Capital Management's VFC Position: Q2 2026 in Review

Dorsal Capital Management increased its VF Corp (VFC) stake by 35% in Q2 2026, buying an estimated $15.2M and bringing the position to 3,250,000 shares worth $54.2M. The position accounts for 1.92% of the portfolio, ranked #18.

Dorsal Capital Management first reported a position in VFC in Q2 2023 and has held it in 7 quarters since. The position peaked at $91M in Q3 2023. 552 funds tracked by Wall St. Rank hold VFC as of Q2 2026.

Dorsal Capital Management held 3,250,000 shares of VF Corp worth $54.2M as of Q2 2026.
Dorsal Capital Management bought 850,000 VF Corp shares in Q2 2026, an estimated $15.2M.
VF Corp made up 1.92% of Dorsal Capital Management's portfolio in Q2 2026, its #18 holding.
Dorsal Capital Management first reported a position in VF Corp in Q2 2023 and has held it in 7 quarters since.
Dorsal Capital Management's VF Corp position peaked at $91M in Q3 2023.
552 funds tracked by Wall St. Rank held VF Corp as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.