Is Veralto (VLTO) Trading at a Fair Valuation?
Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. A copy of this letter is available for download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 3,376,097 | $298,514,552 | +8% | 2.08% |
| 2. | Rudius Management Murat Ozbaydar | 2,511,274 | $222,046,847 | -15% | 62.09% |
| 3. | AQR Capital Management Cliff Asness | 2,396,050 | $209,151,238 | -19% | 0.1% |
| 4. | Renaissance Technologies Jim Simons | 1,392,100 | $123,089,482 | -21% | 0.19% |
| 5. | Gates Capital Management Jeffrey Gates | 1,079,924 | $95,486,880 | +37% | 2.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.46 | 9 | $688.14 | 831 | 2024-02-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.21 | 300 | $26,463.00 | 4,760 | 2026-05-01 | Filing | |
| $96.60 | 7,105 | $686,343.00 | 10,224 | 2026-02-27 | Filing | |
| $96.60 | 2,639 | $254,927.40 | 10,224 | 2026-02-27 | Filing | |
| $96.60 | 5,096 | $492,273.60 | 10,224 | 2026-02-27 | Filing | |
| $101.73 | 1,000 | $101,730.00 | 31,430 | 2025-12-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 248,501 | $22,037,040 | 7.16% | |
| 2. | 69,907 | $6,199,353 | 0.03% | |
| 3. | 57,266 | $5,078,349 | 0.04% | |
| 4. | 43,794 | $3,883,643 | 0.06% | |
| 5. | 37,615 | $3,398,139 | 0.5% |