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 2026-05-30 from SEC 13F data.
Live quotes available for 37 of 41 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.99% | Reduce -12.5% | 1,218,494 | $623.71M | $511.87 | |
| 2 | AMZN | AMAZON COM INC | 7.74% | Add +10.5% | 1,939,874 | $439.23M | $226.42 | |
| 3 | EG | EVEREST GROUP LTD | 7.68% | Reduce -6.3% | 1,244,987 | $435.66M | $349.93 | |
| 4 | UNH | UNITEDHEALTH GROUP INC | 6.97% | Add +696.2% | 1,222,825 | $395.12M | $323.12 | |
| 5 | TDG | TRANSDIGM GROUP INC | 6.36% | Reduce -7.0% | 231,595 | $361.01M | $1558.82 | |
| 6 | GOOG | ALPHABET INC | 5.64% | Reduce -6.0% | 1,750,416 | $320.18M | $182.91 | |
| 7 | CSGP | COSTAR GROUP INC | 5.45% | Reduce -23.1% | 3,716,484 | $309.13M | $83.18 | |
| 8 | CRM | SALESFORCE INC | 5.29% | Add +47.6% | 1,068,324 | $300.01M | $280.83 | |
| 9 | MA | MASTERCARD INCORPORATED | 4.47% | Reduce -23.8% | 437,891 | $253.8M | $579.60 | |
| 10 | V | VISA INC | 4.32% | Reduce -25.9% | 668,397 | $245.08M | $366.66 | |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 3.83% | Add +780.7% | 1,220,881 | $217.27M | $177.96 | |
| 12 | CBRE | CBRE GROUP INC | 3.80% | Reduce -5.2% | 1,491,792 | $215.38M | $144.38 | |
| 13 | NICE | NICE LTD | 2.70% | Reduce -19.6% | 841,142 | $152.89M | $181.76 | |
| 14 | JLL | JONES LANG LASALLE INC | 2.31% | Reduce -10.4% | 480,292 | $131.29M | $273.35 | |
| 15 | ELV | ELEVANCE HEALTH INC | 2.18% | Reduce -22.5% | 293,731 | $123.83M | $421.57 | |
| 16 | QRVO | QORVO INC | 2.12% | Reduce -44.5% | 1,320,608 | $120.25M | $91.06 | |
| 17 | IQV | IQVIA HLDGS INC | 2.01% | New | 668,756 | $114.25M | $170.83 | |
| 18 | TPG | TPG INC | 2.00% | Add +9.1% | 1,984,910 | $113.47M | $57.16 | |
| 19 | MEDP | MEDPACE HLDGS INC | 1.71% | Reduce -11.8% | 287,459 | $96.86M | $336.94 | |
| 20 | SWK | STANLEY BLACK & DECKER INC | 1.51% | Add +21.8% | 1,142,185 | $85.48M | $74.84 | |
| 21 | HEI-A | HEICO CORP NEW | 1.29% | Reduce -43.1% | 261,596 | $73.14M | $279.60 | |
| 22 | KMX | CARMAX INC | 1.27% | Reduce -18.7% | 989,986 | $72.27M | $73.00 | |
| 23 | SWKS | SKYWORKS SOLUTIONS INC | 1.16% | Reduce -54.7% | 806,785 | $65.77M | $81.52 | |
| 24 | LFUS | LITTELFUSE INC | 1.03% | Add +12.8% | 256,760 | $58.22M | $226.73 | |
| 25 | CCK | CROWN HLDGS INC | 0.85% | Reduce -41.7% | 434,676 | $48.17M | $110.81 | |
| 26 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.77% | New | 474,715 | $43.41M | $91.44 | |
| 27 | CIGI | COLLIERS INTL GROUP INC | 0.59% | Reduce -7.6% | 257,173 | $33.6M | $130.67 | |
| 28 | ABM | ABM INDS INC | 0.58% | Reduce -12.9% | 699,964 | $33.05M | $47.21 | |
| 29 | G | GENPACT LIMITED | 0.55% | Reduce -7.8% | 705,739 | $31.06M | $44.01 | |
| 30 | SEE | SEALED AIR CORP NEW | 0.45% | Add +22.8% | 821,208 | $25.48M | $31.03 | |
| 31 | ITRN | ITURAN LOCATION AND CONTROL | 0.45% | Reduce -14.8% | 650,676 | $25.44M | $39.10 | |
| 32 | MLKN | MILLERKNOLL INC | 0.39% | Reduce -0.3% | 1,120,968 | $21.98M | $19.61 | |
| 33 | TKR | TIMKEN CO | 0.36% | Add +56.1% | 278,516 | $20.21M | $72.55 | |
| 34 | PRG | PROG HOLDINGS INC | 0.35% | Reduce -0.5% | 678,550 | $19.92M | $29.35 | |
| 35 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.29% | Add +77.8% | 324,692 | $16.72M | $51.48 | |
| 36 | VRTS | VIRTUS INVT PARTNERS INC | 0.28% | Reduce -0.3% | 86,440 | $15.68M | No quote | No quote |
| 37 | PK | PARK HOTELS & RESORTS INC | 0.19% | Add +2.8% | 1,002,586 | $10.51M | $10.48 | |
| 38 | MIDD | MIDDLEBY CORP | 0.07% | Reduce -0.3% | 29,251 | $4.21M | $144.00 | |
| 41 | DNB | DUN & BRADSTREET HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CWK | CUSHMAN WAKEFIELD PLC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | CG | CARLYLE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |