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 42 of 46 rows. Rows without a quote are marked unavailable.
| 1 | KKR | KKR & CO INC | 7.42% | Reduce -11.8% | 6,104,549 | $505.5M | $82.81 | |
| 2 | AMZN | AMAZON COM INC | 6.99% | Reduce -11.8% | 3,137,012 | $476.47M | $151.89 | |
| 3 | CRM | SALESFORCE INC | 6.17% | Reduce -12.9% | 1,597,720 | $420.12M | $262.95 | |
| 4 | MSFT | MICROSOFT CORP | 6.04% | Reduce -18.6% | 1,095,775 | $411.92M | $375.92 | |
| 5 | TDG | TRANSDIGM GROUP INC | 5.75% | Reduce -10.5% | 387,364 | $391.61M | $1010.96 | |
| 6 | GOOG | ALPHABET INC | 5.53% | Reduce -15.4% | 2,673,507 | $376.67M | $140.89 | |
| 7 | CG | CARLYLE GROUP INC | 5.03% | Reduce -14.0% | 8,435,231 | $343M | $40.66 | |
| 8 | SWKS | SKYWORKS SOLUTIONS INC | 4.76% | Reduce -10.5% | 2,890,983 | $324.71M | $112.32 | |
| 9 | MA | MASTERCARD INCORPORATED | 4.65% | Reduce -8.7% | 743,641 | $317.08M | $426.39 | |
| 10 | V | VISA INC | 4.18% | Reduce -16.4% | 1,094,118 | $284.81M | $260.31 | |
| 11 | CBRE | CBRE GROUP INC | 3.30% | Reduce -9.1% | 2,412,179 | $224.56M | $93.09 | |
| 12 | JLL | JONES LANG LASALLE INC | 3.06% | Reduce -2.7% | 1,104,349 | $208.43M | $188.74 | |
| 13 | QRVO | QORVO INC | 2.74% | Reduce -15.9% | 1,662,449 | $186.9M | $112.42 | |
| 14 | ARES | ARES MANAGEMENT CORPORATION | 2.70% | Reduce -22.7% | 1,551,992 | $184.27M | $118.73 | |
| 15 | ELV | ELEVANCE HEALTH INC | 2.66% | Reduce -14.5% | 384,417 | $181.43M | $471.96 | |
| 16 | NICE | NICE LTD | 2.61% | Reduce -14.3% | 894,033 | $178.02M | $199.12 | |
| 17 | GE | GENERAL ELECTRIC CO | 2.22% | Reduce -4.8% | 1,184,715 | $151.17M | $127.60 | |
| 18 | CSGP | COSTAR GROUP INC | 2.05% | Reduce -7.1% | 1,600,687 | $139.69M | $87.27 | |
| 19 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.00% | Reduce -11.4% | 2,232,240 | $136.32M | $61.07 | |
| 20 | HEI-A | HEICO CORP NEW | 1.82% | Reduce -12.9% | 872,999 | $124.31M | $142.39 | |
| 21 | BALL | BALL CORP | 1.48% | Add +12.1% | 1,755,663 | $100.92M | $57.48 | |
| 22 | FI | FISERV INC | 1.42% | Reduce -12.1% | 729,266 | $96.89M | No quote | No quote |
| 23 | MAR | MARRIOTT INTL INC NEW | 1.21% | Reduce -13.9% | 365,685 | $82.38M | $225.26 | |
| 24 | ABT | ABBOTT LABS | 1.07% | Reduce -8.4% | 665,088 | $73.2M | $110.06 | |
| 25 | LFUS | LITTELFUSE INC | 1.04% | Reduce -3.7% | 263,890 | $70.61M | $267.56 | |
| 26 | ABM | ABM INDS INC | 0.90% | Reduce -19.0% | 1,365,929 | $61.24M | $44.83 | |
| 27 | AMAT | APPLIED MATLS INC | 0.88% | Reduce -13.4% | 373,144 | $60.29M | $161.56 | |
| 28 | CIGI | COLLIERS INTL GROUP INC | 0.88% | Reduce -14.2% | 474,208 | $60M | $126.52 | |
| 29 | CWK | CUSHMAN WAKEFIELD PLC | 0.88% | Reduce -13.7% | 5,539,791 | $59.83M | $10.80 | |
| 30 | UNH | UNITEDHEALTH GROUP INC | 0.81% | Reduce -14.9% | 105,244 | $55.5M | $527.37 | |
| 31 | TXN | TEXAS INSTRS INC | 0.80% | Reduce -7.3% | 319,624 | $54.46M | $170.39 | |
| 32 | VRTS | VIRTUS INVT PARTNERS INC | 0.67% | Reduce -11.1% | 190,106 | $45.96M | No quote | No quote |
| 33 | ITRN | ITURAN LOCATION AND CONTROL | 0.67% | Reduce -5.3% | 1,681,329 | $45.8M | $27.24 | |
| 34 | G | GENPACT LIMITED | 0.64% | Reduce -10.6% | 1,250,392 | $43.4M | $34.71 | |
| 35 | PK | PARK HOTELS & RESORTS INC | 0.61% | Reduce -21.0% | 2,732,270 | $41.8M | $15.30 | |
| 36 | SEE | SEALED AIR CORP NEW | 0.61% | Reduce -0.8% | 1,135,492 | $41.47M | $36.52 | |
| 37 | DNB | DUN & BRADSTREET HLDGS INC | 0.60% | Add +6.3% | 3,471,010 | $40.61M | No quote | No quote |
| 38 | PRG | PROG HOLDINGS INC | 0.46% | Add +6.5% | 1,021,463 | $31.57M | $30.91 | |
| 39 | MEDP | MEDPACE HLDGS INC | 0.46% | Reduce -27.0% | 102,260 | $31.35M | $306.53 | |
| 40 | SMRT | SMARTRENT INC | 0.46% | Reduce -5.9% | 9,817,910 | $31.32M | $3.19 | |
| 41 | MLKN | MILLERKNOLL INC | 0.43% | Reduce -20.5% | 1,087,257 | $29.01M | $26.68 | |
| 42 | TKR | TIMKEN CO | 0.42% | Reduce -11.2% | 356,517 | $28.58M | $80.15 | |
| 43 | AYI | ACUITY BRANDS INC | 0.38% | Reduce -17.7% | 125,205 | $25.65M | $204.83 | |
| 44 | ENS | ENERSYS | 0.35% | Reduce -7.4% | 236,059 | $23.83M | $100.96 | |
| 45 | CNM | CORE & MAIN INC | 0.15% | Reduce -23.7% | 257,850 | $10.42M | No quote | No quote |
| 46 | SPY | SPDR S&P 500 ETF TR | 0.02% | New | 3,472 | $1.64M | $472.64 |