As of Q1 2026, this manager reported 33 long-equity positions worth $3.77B in aggregate.
As of Q1 2026, Vulcan Value Partners's Vulcan Value Partners held 33 long-equity positions with a reported value of $3.77B.
Get email alerts when Vulcan Value Partners files a new 13F — sign in or create a free account.
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MEDP | MEDPACE HLDGS INC | Add +329.3% | 2.58% | 203,068 | $97.51M | $480.19 | $392.35 - $628.92(37%)$571.02 -> $480.19 |
| TRU | TRANSUNION | Add +201.8% | 5.88% | 3,207,405 | $221.92M | $69.19 | $65.23 - $89.12(17%)$83.33 -> $69.19 |
| CRM | SALESFORCE INC | Reduce -87.3% | 0.97% | 196,803 | $36.74M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| QRVO | QORVO INC | Reduce -75.6% | 0.55% | 268,813 | $20.81M | $77.40 | $74.92 - $89.37(17%)$86.27 -> $77.40 |
| LFUS | LITTELFUSE INC | Reduce -59.4% | 0.70% | 78,107 | $26.51M | $339.35 | $254.10 - $380.00(68%)$262.54 -> $339.35 |
| SARO | STANDARDAERO INC | Add +51.5% | 0.49% | 716,983 | $18.55M | $25.87 | $24.90 - $34.48(10%)$29.64 -> $25.83 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | Add +42.7% | 5.90% | 6,595,335 | $222.53M | $33.74 | $31.50 - $53.49(10%)$50.61 -> $33.74 |
| CIGI | COLLIERS INTL GROUP INC | Add +38.5% | 0.72% | 255,321 | $27.29M | $106.89 | $95.66 - $149.67(21%)$145.22 -> $106.89 |
| HEI-A | HEICO CORP NEW | Reduce -28.6% | 1.00% | 178,456 | $37.67M | $211.09 | $202.61 - $279.66(11%)$257.25 -> $211.09 |
| GOOG | ALPHABET INC | Reduce -27.4% | 5.14% | 676,556 | $194.08M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| JLL | JONES LANG LASALLE INC | Reduce -27.3% | 0.88% | 109,549 | $33.34M | $304.32 | $259.83 - $363.06(43%)$335.84 -> $304.32 |
| KMX | CARMAX INC | Reduce -24.7% | 2.43% | 2,204,876 | $91.68M | $41.58 | $38.25 - $49.89(29%)$39.29 -> $41.58 |
| FI | FISERV INC | Reduce -23.9% | 1.62% | 1,094,659 | $61.08M | — | - |
| TDG | TRANSDIGM GROUP INC | Reduce -23.4% | 5.66% | 184,228 | $213.51M | $1158.96 | $1126.70 - $1463.03(10%)$1358.55 -> $1158.96 |
| IQV | IQVIA HLDGS INC | Reduce -23.2% | 1.12% | 248,101 | $42.31M | $170.54 | $156.67 - $247.05(15%)$225.37 -> $170.54 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -23.2% | 2.30% | 296,771 | $86.88M | $292.75 | $274.84 - $383.00(17%)$354.25 -> $292.75 |
| UNH | UNITEDHEALTH GROUP INC | Reduce -15.8% | 6.55% | 912,674 | $246.96M | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| TPG | TPG INC | Add +15.3% | 2.13% | 1,986,026 | $80.45M | $40.51 | $38.62 - $70.38(6%)$65.75 -> $40.51 |
| MA | MASTERCARD INCORPORATED | Reduce -14.7% | 5.08% | 383,179 | $191.46M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| V | VISA INC | Reduce -12.1% | 5.12% | 639,454 | $193.27M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| EG | EVEREST GROUP LTD | Reduce -9.8% | 11.80% | 1,361,865 | $445.13M | $326.85 | $306.09 - $348.31(49%)$334.48 -> $326.85 |
| AMZN | AMAZON COM INC | Reduce -9.3% | 8.81% | 1,595,868 | $332.37M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| ITRN | ITURAN LOCATION AND CONTROL | Reduce -8.6% | 0.64% | 493,840 | $24.2M | $49.01 | $42.23 - $53.33(61%)$42.52 -> $49.01 |
| PRG | PROG HOLDINGS INC | Reduce -5.5% | 0.43% | 566,314 | $16.25M | $28.69 | $27.27 - $41.14(10%)$29.37 -> $28.69 |
| PK | PARK HOTELS & RESORTS INC | Reduce -4.9% | 0.33% | 1,195,835 | $12.59M | $10.53 | $10.17 - $11.98(20%)$10.77 -> $10.53 |
| G | GENPACT LIMITED | Reduce -4.9% | 0.70% | 710,313 | $26.46M | $37.25 | $34.79 - $48.42(18%)$45.91 -> $37.25 |
| MLKN | MILLERKNOLL INC | Reduce -4.7% | 0.51% | 1,324,609 | $19.15M | $14.46 | $13.84 - $23.18(7%)$18.26 -> $14.46 |
| ABM | ABM INDS INC | Reduce -4.3% | 0.64% | 630,296 | $24.28M | $38.52 | $36.96 - $47.88(14%)$42.68 -> $38.52 |
| MSFT | MICROSOFT CORP | Reduce -2.9% | 10.88% | 1,108,991 | $410.52M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | Reduce -2.8% | 0.35% | 343,563 | $13.39M | $38.97 | $37.07 - $64.84(7%)$50.94 -> $38.97 |
| NICE | NICE LTD | New | 1.67% | 572,311 | $63.1M | $110.26 | $94.65 - $135.55(38%)$111.94 -> $110.26 |
| NOW | SERVICENOW INC | New | 1.48% | 533,817 | $55.81M | $104.55 | $98.00 - $153.20(12%)$147.45 -> $104.55 |
| CSGP | COSTAR GROUP INC | Sold | — | 0 | $0 | — | - |
| CCK | CROWN HLDGS INC | Sold | — | 0 | $0 | — | - |
| IWD | ISHARES TR | Sold | — | 0 | $0 | — | - |
| MIDD | MIDDLEBY CORP | Sold | — | 0 | $0 | — | - |
| SEE | SEALED AIR CORP NEW | Sold | — | 0 | $0 | — | - |
| SPY | SPDR S&P 500 ETF TR | Sold | — | 0 | $0 | — | - |
| SWK | STANLEY BLACK & DECKER INC | Sold | — | 0 | $0 | — | - |
| TKR | TIMKEN CO | Sold | — | 0 | $0 | — | - |
| VRTS | VIRTUS INVT PARTNERS INC | Sold | — | 0 | $0 | — | - |
| ARES | ARES MANAGEMENT CORPORATION | Reduce -0.3% | 4.89% | 1,691,176 | $184.51M | $109.10 | $95.80 - $177.72(16%)$166.33 -> $109.10 |