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 41 of 47 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 6.89% | Reduce -18.8% | 3,557,422 | $452.43M | $127.18 | |
| 2 | KKR | KKR & CO INC | 6.49% | Reduce -13.9% | 6,918,569 | $426.07M | $61.58 | |
| 3 | MSFT | MICROSOFT CORP | 6.48% | Reduce -22.8% | 1,346,478 | $425.37M | $315.91 | |
| 4 | GOOG | ALPHABET INC | 6.35% | Reduce -17.1% | 3,159,334 | $416.89M | $131.96 | |
| 5 | CRM | SALESFORCE INC | 5.67% | Reduce -13.0% | 1,834,897 | $372.13M | $202.81 | |
| 6 | TDG | TRANSDIGM GROUP INC | 5.55% | Reduce -31.0% | 432,748 | $364.61M | $842.55 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.91% | Reduce -21.2% | 814,320 | $322.4M | $395.91 | |
| 8 | SWKS | SKYWORKS SOLUTIONS INC | 4.85% | Reduce -11.0% | 3,231,693 | $318.58M | $98.58 | |
| 9 | V | VISA INC | 4.58% | Reduce -13.9% | 1,308,357 | $300.98M | $230.05 | |
| 10 | CG | CARLYLE GROUP INC | 4.51% | Reduce -12.7% | 9,813,179 | $295.93M | $30.16 | |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 3.15% | Reduce -20.2% | 2,007,931 | $206.51M | $102.85 | |
| 12 | CBRE | CBRE GROUP INC | 2.98% | Reduce -11.5% | 2,653,003 | $195.89M | $73.84 | |
| 13 | ELV | ELEVANCE HEALTH INC | 2.98% | Reduce -17.8% | 449,530 | $195.84M | $435.66 | |
| 14 | QRVO | QORVO INC | 2.87% | Reduce -14.4% | 1,975,785 | $188.6M | $95.45 | |
| 15 | NICE | NICE LTD | 2.70% | Add +23.1% | 1,043,004 | $177.46M | $170.14 | |
| 16 | JLL | JONES LANG LASALLE INC | 2.44% | Reduce -23.4% | 1,135,507 | $160.1M | $141.00 | |
| 17 | GE | GENERAL ELECTRIC CO | 2.09% | Reduce -34.5% | 1,243,933 | $137.48M | $110.52 | |
| 18 | CSGP | COSTAR GROUP INC | 2.02% | Reduce -35.3% | 1,723,070 | $132.39M | $76.84 | |
| 19 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.01% | Add +58.7% | 2,518,401 | $132.25M | $52.51 | |
| 20 | HEI-A | HEICO CORP NEW | 1.97% | Reduce -13.6% | 1,002,335 | $129.47M | $129.17 | |
| 21 | FI | FISERV INC | 1.43% | Add +4.3% | 829,535 | $93.7M | No quote | No quote |
| 22 | MAR | MARRIOTT INTL INC NEW | 1.27% | New | 424,700 | $83.41M | $196.39 | |
| 23 | BALL | BALL CORP | 1.19% | Reduce -21.6% | 1,566,086 | $77.91M | $49.75 | |
| 24 | ABT | ABBOTT LABS | 1.07% | Reduce -13.7% | 726,165 | $70.28M | $96.79 | |
| 25 | LFUS | LITTELFUSE INC | 1.03% | Reduce -20.2% | 273,969 | $67.76M | $247.32 | |
| 26 | ABM | ABM INDS INC | 1.03% | Add +32.2% | 1,686,407 | $67.47M | $40.01 | |
| 27 | UNH | UNITEDHEALTH GROUP INC | 0.95% | New | 123,681 | $62.44M | $504.82 | |
| 28 | AMAT | APPLIED MATLS INC | 0.91% | Reduce -56.3% | 430,707 | $59.66M | $138.51 | |
| 29 | TXN | TEXAS INSTRS INC | 0.84% | New | 344,797 | $54.85M | $159.06 | |
| 30 | ITRN | ITURAN LOCATION AND CONTROL | 0.81% | Reduce -12.7% | 1,774,877 | $53.07M | $29.90 | |
| 31 | CIGI | COLLIERS INTL GROUP INC | 0.80% | Reduce -8.7% | 552,344 | $52.61M | $95.25 | |
| 32 | G | GENPACT LIMITED | 0.77% | Add +5.9% | 1,399,254 | $50.65M | $36.20 | |
| 33 | CWK | CUSHMAN WAKEFIELD PLC | 0.75% | Reduce -7.2% | 6,420,796 | $48.93M | $7.62 | |
| 34 | VRTS | VIRTUS INVT PARTNERS INC | 0.66% | Reduce -3.6% | 213,940 | $43.21M | No quote | No quote |
| 35 | PK | PARK HOTELS & RESORTS INC | 0.65% | Reduce -2.7% | 3,459,226 | $42.62M | $12.32 | |
| 36 | SEE | SEALED AIR CORP NEW | 0.57% | Add +44.3% | 1,144,343 | $37.6M | $32.86 | |
| 37 | MEDP | MEDPACE HLDGS INC | 0.52% | Reduce -27.0% | 140,119 | $33.93M | $242.13 | |
| 38 | MLKN | MILLERKNOLL INC | 0.51% | Reduce -11.4% | 1,368,007 | $33.45M | $24.45 | |
| 39 | DNB | DUN & BRADSTREET HLDGS INC | 0.50% | Add +178.8% | 3,264,527 | $32.61M | No quote | No quote |
| 40 | PRG | PROG HOLDINGS INC | 0.49% | Reduce -2.8% | 959,208 | $31.86M | $33.21 | |
| 41 | TKR | TIMKEN CO | 0.45% | Add +139.4% | 401,471 | $29.5M | $73.49 | |
| 42 | SMRT | SMARTRENT INC | 0.41% | Reduce -1.7% | 10,431,183 | $27.23M | $2.61 | |
| 43 | AYI | ACUITY BRANDS INC | 0.39% | Reduce -0.5% | 152,196 | $25.92M | $170.31 | |
| 44 | ENS | ENERSYS | 0.37% | Reduce -0.5% | 254,960 | $24.14M | $94.67 | |
| 45 | CNM | CORE & MAIN INC | 0.15% | Reduce -6.1% | 338,123 | $9.76M | No quote | No quote |
| 47 | LRCX | LAM RESEARCH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 46 | FWRD | FORWARD AIR CORP | - | Sold | 0 | $0 | No quote | No quote |