LDR Capital Management Reduces Vertiv Holdings Stake

Hedge fund lowers position in data center infrastructure company by over 22%

Apr. 10, 2026 at 10:54am

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LDR Capital Management LLC, a financial investment firm, has reduced its holdings in Vertiv Holdings Co. (NYSE: VRT) by 22.1% in the fourth quarter, according to a recent SEC filing. Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and commercial and industrial environments.

Why it matters

Vertiv is a major player in the growing data center infrastructure market, which has seen increased investment and consolidation activity in recent years. LDR Capital's decision to reduce its stake in Vertiv could signal a shift in market sentiment or investment strategy for the firm.

The details

According to the 13F filing, LDR Capital Management now owns 7,301 shares of Vertiv, down from 9,369 shares in the previous quarter. The firm's total investment in Vertiv is now valued at $1.18 million, making it the 22nd largest position in LDR Capital's portfolio.

  • LDR Capital Management filed the 13F report for the fourth quarter of 2025 on April 10, 2026.
  • The firm reduced its Vertiv holdings during the fourth quarter of 2025.

The players

LDR Capital Management LLC

A financial investment firm that has reduced its stake in Vertiv Holdings Co.

Vertiv Holdings Co.

A global provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and commercial and industrial environments.

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The takeaway

LDR Capital's decision to reduce its position in Vertiv suggests a potential shift in market sentiment or investment strategy for the firm. As a major player in the growing data center infrastructure market, Vertiv's performance and ownership changes are closely watched by industry analysts and investors.