Vulcan Value Partners
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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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 39 of 46 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.91% | Add +5.2% | 2,167,530 | $624.81M | $288.26 | |
| 2 | AMZN | AMAZON COM INC | 6.79% | Add +2.6% | 5,198,557 | $536.81M | $103.26 | |
| 3 | TDG | TRANSDIGM GROUP INC | 6.45% | Reduce -17.3% | 691,165 | $509.68M | $737.42 | |
| 4 | CRM | SALESFORCE INC | 6.15% | Reduce -11.5% | 2,433,975 | $486.01M | $199.68 | |
| 5 | KKR | KKR & CO INC | 5.59% | Reduce -5.9% | 8,414,914 | $441.79M | $52.50 | |
| 6 | GOOG | ALPHABET INC | 5.55% | Add +6.8% | 4,217,585 | $438.77M | $104.03 | |
| 7 | SWKS | SKYWORKS SOLUTIONS INC | 5.37% | Reduce -8.8% | 3,600,740 | $424.74M | $117.96 | |
| 8 | MA | MASTERCARD INCORPORATED | 5.02% | Reduce -22.1% | 1,091,549 | $396.8M | $363.52 | |
| 9 | CG | CARLYLE GROUP INC | 4.54% | Reduce -8.6% | 11,553,844 | $358.56M | $31.03 | |
| 10 | V | VISA INC | 4.52% | Reduce -9.0% | 1,585,095 | $357.58M | $225.59 | |
| 11 | GE | GENERAL ELECTRIC CO | 3.20% | Reduce -63.3%1.281:1 split | 2,642,436 | $252.73M | $95.64 | |
| 12 | QRVO | QORVO INC | 3.18% | Reduce -9.3% | 2,474,029 | $251.19M | $101.53 | |
| 13 | ARES | ARES MANAGEMENT CORPORATION | 2.93% | Add +23.4% | 2,778,272 | $231.64M | $83.37 | |
| 14 | AMAT | APPLIED MATLS INC | 2.87% | Reduce -15.3% | 1,849,486 | $227.12M | $122.80 | |
| 15 | CSGP | COSTAR GROUP INC | 2.70% | Add +14.9% | 3,094,970 | $213.07M | $68.84 | |
| 16 | CBRE | CBRE GROUP INC | 2.62% | Reduce -9.4% | 2,839,774 | $206.76M | $72.81 | |
| 17 | NICE | NICE LTD | 2.60% | Add +3.4% | 897,419 | $205.2M | $228.66 | |
| 18 | JLL | JONES LANG LASALLE INC | 2.59% | Add +4.0% | 1,407,528 | $204.77M | $145.48 | |
| 19 | ELV | ELEVANCE HEALTH INC | 2.37% | Add +29.5% | 406,001 | $187.13M | $460.91 | |
| 20 | HEI-A | HEICO CORP NEW | 2.14% | Reduce -11.0% | 1,246,114 | $169.38M | $135.93 | |
| 21 | LRCX | LAM RESEARCH CORP | 1.94% | Reduce -12.7% | 290,012 | $153.58M | $529.55 | |
| 22 | BALL | BALL CORP | 1.49% | Reduce -11.2% | 2,135,098 | $117.66M | $55.11 | |
| 23 | LFUS | LITTELFUSE INC | 1.25% | Reduce -8.1% | 367,827 | $98.61M | $268.09 | |
| 24 | ABT | ABBOTT LABS | 1.16% | Add +0.9% | 906,307 | $91.79M | $101.28 | |
| 25 | CWK | CUSHMAN WAKEFIELD PLC | 0.98% | Reduce -2.8% | 7,372,334 | $77.7M | $10.54 | |
| 26 | UPS | UNITED PARCEL SERVICE INC | 0.94% | New | 383,604 | $74.41M | $193.97 | |
| 27 | ABM | ABM INDS INC | 0.76% | Add +11.8% | 1,337,959 | $60.13M | $44.94 | |
| 28 | CIGI | COLLIERS INTL GROUP INC | 0.75% | Reduce -3.7% | 559,265 | $59.03M | $105.55 | |
| 29 | ITRN | ITURAN LOCATION AND CONTROL | 0.66% | Reduce -1.3% | 2,397,492 | $52.22M | $21.78 | |
| 30 | PK | PARK HOTELS & RESORTS INC | 0.61% | Add +0.6% | 3,871,859 | $47.86M | $12.36 | |
| 31 | VRTS | VIRTUS INVT PARTNERS INC | 0.55% | Add +2.4% | 227,701 | $43.35M | No quote | No quote |
| 32 | MEDP | MEDPACE HLDGS INC | 0.52% | Add +43.8% | 220,571 | $41.48M | $188.05 | |
| 33 | ENS | ENERSYS | 0.52% | Reduce -3.0% | 472,309 | $41.03M | $86.88 | |
| 34 | SMRT | SMARTRENT INC | 0.45% | Add +2.4% | 13,791,927 | $35.17M | $2.55 | |
| 35 | FWRD | FORWARD AIR CORP | 0.40% | Add +28.8% | 292,427 | $31.51M | No quote | No quote |
| 36 | MLKN | MILLERKNOLL INC | 0.39% | Add +23.6% | 1,515,868 | $31M | $20.45 | |
| 37 | PRG | PROG HOLDINGS INC | 0.32% | Add +0.3% | 1,075,773 | $25.59M | $23.79 | |
| 38 | CNM | CORE & MAIN INC | 0.29% | New | 979,179 | $22.62M | No quote | No quote |
| 39 | SEE | SEALED AIR CORP NEW | 0.28% | New | 473,615 | $21.74M | $45.91 | |
| 40 | TKR | TIMKEN CO | 0.26% | Reduce -26.9% | 248,580 | $20.31M | $81.72 | |
| 41 | CRNC | CERENCE INC | 0.17% | Reduce -41.0% | 488,634 | $13.73M | No quote | No quote |
| 42 | AYI | ACUITY BRANDS INC | 0.16% | New | 68,365 | $12.49M | $182.73 | |
| 43 | CW | CURTISS WRIGHT CORP | 0.07% | New | 29,370 | $5.18M | $176.27 | |
| 46 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 45 | SNBR | SLEEP NUMBER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |