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 2026-06-06 from SEC 13F data.
Live quotes available for 38 of 41 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 11.13% | Reduce -2.7% | 1,185,402 | $614.02M | $517.98 | |
| 2 | EG | EVEREST GROUP LTD | 9.00% | Add +13.8% | 1,417,466 | $496.51M | $350.28 | |
| 3 | UNH | UNITEDHEALTH GROUP INC | 7.50% | Reduce -2.0% | 1,198,338 | $413.88M | $345.37 | |
| 4 | AMZN | AMAZON COM INC | 7.49% | Reduce -3.1% | 1,880,565 | $412.95M | $219.59 | |
| 5 | CRM | SALESFORCE INC | 6.73% | Add +46.4% | 1,564,357 | $371.21M | $237.29 | |
| 6 | TDG | TRANSDIGM GROUP INC | 5.96% | Add +7.8% | 249,643 | $328.98M | $1317.79 | |
| 7 | CSGP | COSTAR GROUP INC | 5.86% | Add +3.1% | 3,831,609 | $323.2M | $84.35 | |
| 8 | GOOG | ALPHABET INC | 4.86% | Reduce -37.1% | 1,100,358 | $268.04M | $243.59 | |
| 9 | MA | MASTERCARD INCORPORATED | 4.81% | Add +6.5% | 466,222 | $265.23M | $568.90 | |
| 10 | V | VISA INC | 4.65% | Add +12.4% | 751,516 | $256.64M | $341.49 | |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 3.91% | Add +10.6% | 1,350,249 | $215.78M | $159.81 | |
| 12 | ELV | ELEVANCE HEALTH INC | 2.46% | Add +42.7% | 419,195 | $135.71M | $323.73 | |
| 13 | IQV | IQVIA HLDGS INC | 2.35% | Add +1.8% | 680,933 | $129.91M | $190.79 | |
| 14 | TPG | TPG INC | 2.04% | Reduce -1.3% | 1,958,438 | $112.34M | $57.36 | |
| 15 | QRVO | QORVO INC | 1.98% | Reduce -9.3% | 1,197,365 | $109.01M | $91.04 | |
| 16 | NICE | NICE LTD | 1.97% | Reduce -10.4% | 753,316 | $108.79M | $144.41 | |
| 17 | KMX | CARMAX INC | 1.90% | Add +135.2% | 2,328,120 | $104.57M | $44.92 | |
| 18 | FI | FISERV INC | 1.87% | New | 803,160 | $103.4M | No quote | No quote |
| 19 | MEDP | MEDPACE HLDGS INC | 1.87% | Reduce -30.4% | 200,172 | $103.24M | $515.76 | |
| 20 | SWK | STANLEY BLACK & DECKER INC | 1.56% | Add +1.7% | 1,161,466 | $86.27M | $74.28 | |
| 21 | HEI-A | HEICO CORP NEW | 1.24% | Add +3.4% | 270,379 | $68.67M | $253.98 | |
| 22 | JLL | JONES LANG LASALLE INC | 1.07% | Reduce -58.9% | 197,663 | $58.95M | $298.22 | |
| 23 | LFUS | LITTELFUSE INC | 0.92% | Reduce -23.3% | 196,903 | $51M | $259.01 | |
| 24 | CCK | CROWN HLDGS INC | 0.75% | Reduce -1.1% | 429,884 | $41.53M | $96.60 | |
| 25 | RYAN | RYAN SPECIALTY HOLDINGS INC | 0.65% | New | 631,577 | $35.6M | $56.36 | |
| 26 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.63% | Reduce -16.9% | 394,720 | $35.02M | $88.71 | |
| 27 | G | GENPACT LIMITED | 0.57% | Add +6.3% | 750,224 | $31.43M | $41.89 | |
| 28 | ABM | ABM INDS INC | 0.56% | Reduce -5.1% | 664,054 | $30.63M | $46.12 | |
| 29 | CIGI | COLLIERS INTL GROUP INC | 0.53% | Reduce -27.6% | 186,068 | $29.07M | $156.21 | |
| 30 | SWKS | SKYWORKS SOLUTIONS INC | 0.43% | Reduce -61.4% | 311,645 | $23.95M | $76.86 | |
| 31 | ITRN | ITURAN LOCATION AND CONTROL | 0.39% | Reduce -7.4% | 602,364 | $21.74M | $36.09 | |
| 32 | MLKN | MILLERKNOLL INC | 0.36% | Reduce -0.4% | 1,116,932 | $20.03M | $17.93 | |
| 33 | PRG | PROG HOLDINGS INC | 0.35% | Reduce -11.2% | 602,871 | $19.51M | $32.36 | |
| 34 | TKR | TIMKEN CO | 0.34% | Reduce -10.7% | 248,600 | $18.69M | $75.18 | |
| 35 | SEE | SEALED AIR CORP NEW | 0.30% | Reduce -43.8% | 461,920 | $16.33M | $35.35 | |
| 36 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.29% | Reduce -7.9% | 299,028 | $15.97M | $53.39 | |
| 37 | VRTS | VIRTUS INVT PARTNERS INC | 0.27% | Reduce -8.3% | 79,267 | $15.06M | No quote | No quote |
| 38 | PK | PARK HOTELS & RESORTS INC | 0.26% | Add +25.4% | 1,257,290 | $14.25M | $11.33 | |
| 39 | MIDD | MIDDLEBY CORP | 0.17% | Add +141.4% | 70,624 | $9.39M | $132.93 | |
| 40 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 303 | $203.1K | $670.28 | |
| 41 | CBRE | CBRE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |