C.T. Fitzpatrick's Q1 2026 Portfolio: Significant Share Changes, Heavy Concentration in Financial Services
C.T. Fitzpatrick's portfolio saw substantial share changes in Q1 2026, with major increases in RYAN and TRU and significant decreases in EG, MSFT, UNH, and TDG. The portfolio remains heavily concentrated in Financial Services stocks.
As of March 31, 2026, C.T. Fitzpatrick's portfolio managed by Vulcan Value Partners showed significant quarterly changes in holdings, reflecting notable shifts in investment positions.
The most pronounced change was a substantial increase in RYAN, with shares rising by 42.72% compared to the previous quarter. Similarly, TRU experienced an extraordinary increase of 201.85% in its share count.
Conversely, several holdings saw significant reductions. EVEREST GROUP (EG) experienced a 9.79% decrease in shares, while MICROSOFT (MSFT) and AMAZON (AMZN) also saw notable declines of 2.85% and 9.32%, respectively. Other significant decreases occurred in UNITEDHEALTH (UNH) (-15.75%) and TRANSDIGM (TDG) (-23.44%).
For a complete view of the portfolio's holdings and their quarterly performance, please visit the investor profile at https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners.
Key holdings include EVEREST GROUP (EG), MICROSOFT (MSFT), AMAZON (AMZN), UNITEDHEALTH (UNH), RYAN (RYAN), TRU (TRU), TRANSDIGM (TDG), ALPHABET (GOOG), VISA (V), and MASTERCARD (MA). Detailed performance data for each stock can be found at their respective profiles on Insiderset.
For detailed performance data on each stock in the portfolio, please explore the individual stock profiles:
EVEREST GROUP LTD (EG) | MICROSOFT CORP (MSFT) | AMAZON COM INC (AMZN) | UNITEDHEALTH GROUP INC (UNH) | RYAN SPECIALTY HOLDINGS INC (RYAN) | TRANSUNION (TRU) | TRANSDIGM GROUP INC (TDG) | ALPHABET INC (GOOG) | VISA INC (V) | MASTERCARD INCORPORATED (MA)