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 2026-05-10 from SEC 13F data.
Live quotes available for 39 of 47 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.45% | Reduce -19.6% | 1,742,923 | $593.41M | $340.47 | |
| 2 | AMZN | AMAZON COM INC | 7.17% | Reduce -15.8% | 4,378,601 | $570.78M | $130.36 | |
| 3 | TDG | TRANSDIGM GROUP INC | 7.04% | Reduce -9.3% | 626,838 | $560.55M | $894.25 | |
| 4 | GOOG | ALPHABET INC | 5.79% | Reduce -9.7% | 3,808,696 | $460.69M | $120.96 | |
| 5 | KKR | KKR & CO INC | 5.65% | Reduce -4.5% | 8,037,780 | $450.22M | $56.01 | |
| 6 | CRM | SALESFORCE INC | 5.59% | Reduce -13.4% | 2,108,013 | $445.36M | $211.27 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.10% | Reduce -5.4% | 1,032,820 | $406.23M | $393.32 | |
| 8 | SWKS | SKYWORKS SOLUTIONS INC | 5.05% | Add +0.8% | 3,630,030 | $401.91M | $110.72 | |
| 9 | V | VISA INC | 4.53% | Reduce -4.1% | 1,519,466 | $360.86M | $237.49 | |
| 10 | CG | CARLYLE GROUP INC | 4.51% | Reduce -2.7% | 11,240,921 | $359.3M | $31.96 | |
| 11 | ELV | ELEVANCE HEALTH INC | 3.05% | Add +34.7% | 546,818 | $242.95M | $444.30 | |
| 12 | ARES | ARES MANAGEMENT CORPORATION | 3.04% | Reduce -9.5% | 2,515,225 | $242.36M | $96.36 | |
| 13 | CBRE | CBRE GROUP INC | 3.04% | Add +5.6% | 2,997,985 | $242.06M | $80.74 | |
| 14 | CSGP | COSTAR GROUP INC | 2.97% | Reduce -14.0% | 2,662,708 | $236.75M | $88.91 | |
| 15 | QRVO | QORVO INC | 2.96% | Reduce -6.7% | 2,308,344 | $235.63M | $102.08 | |
| 16 | JLL | JONES LANG LASALLE INC | 2.90% | Add +5.4% | 1,483,274 | $231.07M | $155.78 | |
| 17 | GE | GENERAL ELECTRIC CO | 2.62% | Reduce -28.2% | 1,898,425 | $208.47M | $109.81 | |
| 18 | NICE | NICE LTD | 2.20% | Reduce -5.5% | 847,645 | $174.87M | $206.30 | |
| 19 | HEI-A | HEICO CORP NEW | 2.05% | Reduce -6.9% | 1,160,427 | $163.11M | $140.56 | |
| 20 | AMAT | APPLIED MATLS INC | 1.79% | Reduce -46.8% | 984,443 | $142.33M | $144.58 | |
| 21 | BALL | BALL CORP | 1.46% | Reduce -6.5% | 1,997,074 | $116.28M | $58.23 | |
| 22 | FI | FISERV INC | 1.26% | New | 795,494 | $100.34M | No quote | No quote |
| 23 | LFUS | LITTELFUSE INC | 1.26% | Reduce -6.7% | 343,150 | $99.96M | $291.31 | |
| 24 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.21% | New | 1,586,793 | $96.15M | $60.59 | |
| 25 | ABT | ABBOTT LABS | 1.15% | Reduce -7.2% | 840,986 | $91.6M | $108.92 | |
| 26 | LRCX | LAM RESEARCH CORP | 0.98% | Reduce -58.3% | 120,856 | $77.74M | $643.28 | |
| 27 | CIGI | COLLIERS INTL GROUP INC | 0.75% | Add +8.1% | 604,817 | $59.39M | $98.19 | |
| 28 | CWK | CUSHMAN WAKEFIELD PLC | 0.71% | Reduce -6.1% | 6,920,751 | $56.61M | $8.18 | |
| 29 | ABM | ABM INDS INC | 0.68% | Reduce -4.7% | 1,275,474 | $54.4M | $42.65 | |
| 30 | G | GENPACT LIMITED | 0.62% | New | 1,321,562 | $49.65M | $37.57 | |
| 31 | ITRN | ITURAN LOCATION AND CONTROL | 0.60% | Reduce -15.2% | 2,032,424 | $47.44M | $23.34 | |
| 32 | MEDP | MEDPACE HLDGS INC | 0.58% | Reduce -12.9% | 192,008 | $46.12M | $240.17 | |
| 33 | PK | PARK HOTELS & RESORTS INC | 0.57% | Reduce -8.2% | 3,555,020 | $45.58M | $12.82 | |
| 34 | VRTS | VIRTUS INVT PARTNERS INC | 0.55% | Reduce -2.5% | 222,015 | $43.84M | No quote | No quote |
| 35 | SMRT | SMARTRENT INC | 0.51% | Reduce -23.1% | 10,609,244 | $40.63M | $3.83 | |
| 36 | SEE | SEALED AIR CORP NEW | 0.40% | Add +67.4% | 792,798 | $31.71M | $40.00 | |
| 37 | PRG | PROG HOLDINGS INC | 0.40% | Reduce -8.3% | 986,496 | $31.69M | $32.12 | |
| 38 | FWRD | FORWARD AIR CORP | 0.36% | Reduce -8.6% | 267,300 | $28.36M | No quote | No quote |
| 39 | ENS | ENERSYS | 0.35% | Reduce -45.7% | 256,286 | $27.81M | $108.52 | |
| 40 | AYI | ACUITY BRANDS INC | 0.31% | Add +123.8% | 153,014 | $24.95M | $163.08 | |
| 41 | MLKN | MILLERKNOLL INC | 0.29% | Add +1.8% | 1,543,425 | $22.81M | $14.78 | |
| 42 | TKR | TIMKEN CO | 0.19% | Reduce -32.5% | 167,680 | $15.35M | $91.53 | |
| 43 | DNB | DUN & BRADSTREET HLDGS INC | 0.17% | New | 1,171,002 | $13.55M | No quote | No quote |
| 44 | CNM | CORE & MAIN INC | 0.14% | Reduce -63.2% | 360,048 | $11.28M | No quote | No quote |
| 47 | UPS | UNITED PARCEL SERVICE INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | CW | CURTISS WRIGHT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | CRNC | CERENCE INC | - | Sold | 0 | $0 | No quote | No quote |