Vulcan Value Partners exited Qorvo Inc (QRVO) during 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026, selling all 181K shares. The position had been worth about $16.9M at the prior quarter-end and carried 0.51% of the book. QRVO had been in the portfolio for 10 years, since the quarter ended September 30, 2016.
What did the 2026 Q3 filing report for QRVO?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 181K | 0 |
| Reported value | $16.9M | $0 |
| Portfolio weight | 0.51% | 0% |
| Held since | 2016 Q3 | sold out in 2026 Q3 |
| Quarters held | 40 |
What did Vulcan Value Partners sell?
Vulcan Value Partners sold 181K shares of QRVO between the quarter ended June 30, 2026 and September 30, 2026. The QRVO exit was the 14th largest of the quarter's 38 position changes by percent change to portfolio.
Where does QRVO sit in the Vulcan Value Partners portfolio?
Before the sale, QRVO carried 0.51% of the Vulcan Value Partners portfolio, below the fund's average stock position of 3%. The largest stock position is MSFT at 14.93%. Next come EG at 11.25% and RYAN at 8.11%. The three largest stocks together are 34.28% of the book. Across the 2026 Q3 portfolio, Vulcan Value Partners reported 34 stock positions, with 2 opened and 4 closed. The total portfolio value is about $3.13B, down 5% from the prior quarter.
How long has Vulcan Value Partners held QRVO?
Vulcan Value Partners held QRVO for 10 years, from the quarter ended September 30, 2016 to June 30, 2026. The weight peaked at 8.25% in 2020 Q1. Last quarter the fund had already cut the position by 33%, so the exit finishes a two-quarter unwind. Every reported trade is on the Vulcan Value Partners QRVO trade history page.
FAQ
How many QRVO shares did Vulcan Value Partners sell?
Vulcan Value Partners sold all 181K shares of QRVO it reported a quarter earlier, worth about $16.9M.
When did Vulcan Value Partners first buy QRVO?
Vulcan Value Partners first reported QRVO in the quarter ended September 30, 2016.
How much of the Vulcan Value Partners portfolio was QRVO?
QRVO was 0.51% of the Vulcan Value Partners portfolio at the prior quarter-end, and 0% after the sale.