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 43 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.14% | Reduce -3.7% | 1,141,578 | $552M | $483.54 | |
| 2 | EG | EVEREST GROUP LTD | 9.41% | Add +6.5% | 1,509,740 | $512.29M | $339.32 | |
| 3 | CRM | SALESFORCE INC | 7.55% | Reduce -0.9% | 1,549,871 | $411.06M | $265.22 | |
| 4 | AMZN | AMAZON COM INC | 7.46% | Reduce -6.4% | 1,759,935 | $406.17M | $230.79 | |
| 5 | UNH | UNITEDHEALTH GROUP INC | 6.57% | Reduce -9.6% | 1,083,267 | $357.67M | $330.17 | |
| 6 | TDG | TRANSDIGM GROUP INC | 5.88% | Reduce -3.6% | 240,620 | $320.03M | $1330.01 | |
| 7 | CSGP | COSTAR GROUP INC | 5.54% | Add +17.1% | 4,485,021 | $301.53M | $67.23 | |
| 8 | GOOG | ALPHABET INC | 5.37% | Reduce -15.3% | 931,879 | $292.44M | $313.81 | |
| 9 | ARES | ARES MANAGEMENT CORPORATION | 5.04% | Add +25.7% | 1,696,856 | $274.34M | $161.68 | |
| 10 | MA | MASTERCARD INCORPORATED | 4.71% | Reduce -3.6% | 449,194 | $256.41M | $570.82 | |
| 11 | V | VISA INC | 4.69% | Reduce -3.2% | 727,685 | $255.18M | $350.68 | |
| 12 | RYAN | RYAN SPECIALTY HOLDINGS INC | 4.38% | Add +631.7% | 4,621,079 | $238.54M | $51.62 | |
| 13 | ELV | ELEVANCE HEALTH INC | 2.49% | Reduce -7.9% | 386,214 | $135.42M | $350.64 | |
| 14 | KMX | CARMAX INC | 2.08% | Add +25.8% | 2,928,832 | $113.21M | $38.65 | |
| 15 | TPG | TPG INC | 2.02% | Reduce -12.1% | 1,721,916 | $110.02M | $63.90 | |
| 16 | FI | FISERV INC | 1.77% | Add +79.0% | 1,437,643 | $96.51M | No quote | No quote |
| 17 | QRVO | QORVO INC | 1.71% | Reduce -7.8% | 1,103,354 | $93.29M | $84.55 | |
| 18 | TRU | TRANSUNION | 1.67% | New | 1,062,584 | $91.04M | $85.68 | |
| 19 | SWK | STANLEY BLACK & DECKER INC | 1.45% | Reduce -8.8% | 1,059,558 | $78.78M | $74.35 | |
| 20 | IQV | IQVIA HLDGS INC | 1.34% | Reduce -52.5% | 323,201 | $72.85M | $225.41 | |
| 21 | HEI-A | HEICO CORP NEW | 1.16% | Reduce -7.5% | 250,065 | $63.16M | $252.57 | |
| 22 | JLL | JONES LANG LASALLE INC | 0.93% | Reduce -23.8% | 150,625 | $50.68M | $336.45 | |
| 23 | LFUS | LITTELFUSE INC | 0.89% | Reduce -2.4% | 192,212 | $48.61M | $252.92 | |
| 24 | CCK | CROWN HLDGS INC | 0.76% | Reduce -6.9% | 400,303 | $41.23M | $103.00 | |
| 25 | G | GENPACT LIMITED | 0.64% | Reduce -0.5% | 746,570 | $34.93M | $46.78 | |
| 26 | ABM | ABM INDS INC | 0.51% | Reduce -0.8% | 658,777 | $27.87M | $42.30 | |
| 27 | CIGI | COLLIERS INTL GROUP INC | 0.50% | Reduce -0.9% | 184,403 | $27.13M | $147.14 | |
| 28 | MEDP | MEDPACE HLDGS INC | 0.49% | Reduce -76.4% | 47,306 | $26.58M | $561.87 | |
| 29 | MLKN | MILLERKNOLL INC | 0.47% | Add +24.4% | 1,389,715 | $25.67M | $18.47 | |
| 30 | ITRN | ITURAN LOCATION AND CONTROL | 0.43% | Reduce -10.3% | 540,059 | $23.43M | $43.38 | |
| 31 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.32% | Add +18.2% | 353,520 | $17.68M | $50.02 | |
| 32 | PRG | PROG HOLDINGS INC | 0.32% | Reduce -0.6% | 599,125 | $17.67M | $29.49 | |
| 33 | SARO | STANDARDAERO INC | 0.25% | New | 473,415 | $13.62M | $28.77 | |
| 34 | PK | PARK HOTELS & RESORTS INC | 0.25% | Add +0.1% | 1,257,968 | $13.47M | $10.71 | |
| 35 | VRTS | VIRTUS INVT PARTNERS INC | 0.23% | Reduce -2.5% | 77,326 | $12.62M | No quote | No quote |
| 36 | TKR | TIMKEN CO | 0.21% | Reduce -44.3% | 138,434 | $11.65M | $84.13 | |
| 37 | MIDD | MIDDLEBY CORP | 0.19% | Reduce -1.1% | 69,825 | $10.38M | $148.67 | |
| 38 | SEE | SEALED AIR CORP NEW | 0.09% | Reduce -74.4% | 118,417 | $4.91M | $41.43 | |
| 39 | SPY | SPDR S&P 500 ETF TR | 0.08% | Add +1887.8% | 6,023 | $4.14M | $688.03 | |
| 40 | IWD | ISHARES TR | 0.01% | New | 2,748 | $636K | $231.44 | |
| 43 | SSNC | SS&C TECHNOLOGIES HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | SWKS | SKYWORKS SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | NICE | NICE LTD | - | Sold | 0 | $0 | No quote | No quote |