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Otter Creek Advisors’s Vertiv VRT Stock Holding History

Otter Creek Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-220,000
Closed -$2.14M – 57
2022
Q3 		$2.14M Buy
+220,000
New +$2.47M 1.74% 31

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Otter Creek Advisors's VRT Position: Q3 2025 in Review

Otter Creek Advisors reduced its Vertiv (VRT) stake by 33% in Q3 2025, selling an estimated $1.89M and leaving 28,250 shares worth $4.26M. The position accounts for 4.23% of the portfolio, ranked #7.

Otter Creek Advisors first reported a position in VRT in Q2 2020 and has held it in 21 quarters since. The position peaked at $10.6M in Q2 2024. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Otter Creek Advisors held 28,250 shares of Vertiv worth $4.26M as of Q3 2025.
  • Otter Creek Advisors sold 14,186 Vertiv shares in Q3 2025, an estimated $1.89M.
  • Vertiv made up 4.23% of Otter Creek Advisors's portfolio in Q3 2025, its #7 holding.
  • Otter Creek Advisors first reported a position in Vertiv in Q2 2020 and has held it in 21 quarters since.
  • Otter Creek Advisors's Vertiv position peaked at $10.6M in Q2 2024.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.