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 32 of 42 rows. Rows without a quote are marked unavailable.
| 1 | EG | EVEREST GROUP LTD | 11.80% | Reduce -9.8% | 1,361,865 | $445.13M | $326.85 | |
| 2 | MSFT | MICROSOFT CORP | 10.88% | Reduce -2.9% | 1,108,991 | $410.52M | $370.17 | |
| 3 | AMZN | AMAZON COM INC | 8.81% | Reduce -9.3% | 1,595,868 | $332.37M | $208.27 | |
| 4 | UNH | UNITEDHEALTH GROUP INC | 6.55% | Reduce -15.8% | 912,674 | $246.96M | $270.59 | |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | 5.90% | Add +42.7% | 6,595,335 | $222.53M | $33.74 | |
| 6 | TRU | TRANSUNION | 5.88% | Add +201.8% | 3,207,405 | $221.92M | $69.19 | |
| 7 | TDG | TRANSDIGM GROUP INC | 5.66% | Reduce -23.4% | 184,228 | $213.51M | $1158.96 | |
| 8 | GOOG | ALPHABET INC | 5.14% | Reduce -27.4% | 676,556 | $194.08M | $286.86 | |
| 9 | V | VISA INC | 5.12% | Reduce -12.1% | 639,454 | $193.27M | $302.24 | |
| 10 | MA | MASTERCARD INCORPORATED | 5.08% | Reduce -14.7% | 383,179 | $191.46M | $499.66 | |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 4.89% | Reduce -0.3% | 1,691,176 | $184.51M | $109.10 | |
| 12 | MEDP | MEDPACE HLDGS INC | 2.58% | Add +329.3% | 203,068 | $97.51M | $480.19 | |
| 13 | KMX | CARMAX INC | 2.43% | Reduce -24.7% | 2,204,876 | $91.68M | $41.58 | |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 2.30% | Reduce -23.2% | 296,771 | $86.88M | $292.75 | |
| 15 | TPG | TPG INC | 2.13% | Add +15.3% | 1,986,026 | $80.45M | $40.51 | |
| 16 | NICE | NICE LTD | 1.67% | New | 572,311 | $63.1M | $110.26 | |
| 17 | FI | FISERV INC | 1.62% | Reduce -23.9% | 1,094,659 | $61.08M | No quote | No quote |
| 18 | NOW | SERVICENOW INC | 1.48% | New | 533,817 | $55.81M | $104.55 | |
| 19 | IQV | IQVIA HLDGS INC | 1.12% | Reduce -23.2% | 248,101 | $42.31M | $170.54 | |
| 20 | HEI-A | HEICO CORP NEW | 1.00% | Reduce -28.6% | 178,456 | $37.67M | $211.09 | |
| 21 | CRM | SALESFORCE INC | 0.97% | Reduce -87.3% | 196,803 | $36.74M | $186.67 | |
| 22 | JLL | JONES LANG LASALLE INC | 0.88% | Reduce -27.3% | 109,549 | $33.34M | $304.32 | |
| 23 | CIGI | COLLIERS INTL GROUP INC | 0.72% | Add +38.5% | 255,321 | $27.29M | $106.89 | |
| 24 | LFUS | LITTELFUSE INC | 0.70% | Reduce -59.4% | 78,107 | $26.51M | $339.35 | |
| 25 | G | GENPACT LIMITED | 0.70% | Reduce -4.9% | 710,313 | $26.46M | $37.25 | |
| 26 | ABM | ABM INDS INC | 0.64% | Reduce -4.3% | 630,296 | $24.28M | $38.52 | |
| 27 | ITRN | ITURAN LOCATION AND CONTROL | 0.64% | Reduce -8.6% | 493,840 | $24.2M | $49.01 | |
| 28 | QRVO | QORVO INC | 0.55% | Reduce -75.6% | 268,813 | $20.81M | $77.40 | |
| 29 | MLKN | MILLERKNOLL INC | 0.51% | Reduce -4.7% | 1,324,609 | $19.15M | $14.46 | |
| 30 | SARO | STANDARDAERO INC | 0.49% | Add +51.5% | 716,983 | $18.55M | $25.87 | |
| 31 | PRG | PROG HOLDINGS INC | 0.43% | Reduce -5.5% | 566,314 | $16.25M | $28.69 | |
| 32 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.35% | Reduce -2.8% | 343,563 | $13.39M | $38.97 | |
| 33 | PK | PARK HOTELS & RESORTS INC | 0.33% | Reduce -4.9% | 1,195,835 | $12.59M | $10.53 | |
| 42 | VRTS | VIRTUS INVT PARTNERS INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | TKR | TIMKEN CO | - | Sold | 0 | $0 | No quote | No quote |
| 40 | SWK | STANLEY BLACK & DECKER INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 38 | SEE | SEALED AIR CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 37 | MIDD | MIDDLEBY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | IWD | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 35 | CCK | CROWN HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 34 | CSGP | COSTAR GROUP INC | - | Sold | 0 | $0 | No quote | No quote |