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.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| TPG | TPG INC | Add +15.3% | 2.13% | 1,986,026 | $80.45M | $40.51 | $38.62 - $70.38(6%)$65.75 -> $40.51 |
| 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 |