Marriott Vacations Worldwide (VAC)Fuller & Thaler Asset Management, Inc. added to its stake +1.61M shares

3.45M

Shares reported · +1.61M vs prior quarter

0.34%

Disclosed portfolio weight

$199M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 18, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 16, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On February 16, 2026, the Board of Directors (the “Board”) of Marriott Vacations Worldwide Corporation (the “Company”) appointed Matthew E. Avril, who has served as the Company’s interim President and Chief Executive Officer since November 9, 2025, as the Company’s Chief Executive Officer, effective immediately.”

What came next

1. Feb 25, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Mar 6, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“James H Hunter, IV, the Executive Vice President, General Counsel and Secretary of the Company, resigned at the Company’s request from these positions effective March 9, 2026.”
3. May 5, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
4. May 15, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“of Certain Officers As described in Item 5.07 of this Current Report on Form 8-K, on May 15, 2026, Marriott Vacations Worldwide Corporation (the “Company”) held its 2026 annual meeting of stockholders (the “2026 Annual Meeting”), at which the Company’s stockholders approved the Second Amended and Restated Marriott Vacations Worldwide Corporation 2020 Equity Incentive Plan (the “Second Amended Plan”), which was…”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Marriott Vacations Worldwide

For Marriott Vacations Worldwide, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its VAC page.

How this filing works

• SEC Form 13F

Other disclosures at Marriott Vacations Worldwide

• SEC Form 13F-HRAug 20, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRApr 24, 2026
• SEC Form 13F-HRJan 23, 2026
• SEC Form 13F-HRNov 14, 2025

Everything OQRO holds on this company is on its VAC page.