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 43 of 50 rows. Rows without a quote are marked unavailable.
| 1 | KKR | KKR & CO INC | 7.86% | Reduce -11.8% | 5,381,037 | $541.15M | $100.57 | |
| 2 | AMZN | AMAZON COM INC | 7.62% | Reduce -7.3% | 2,909,298 | $524.83M | $180.40 | |
| 3 | MSFT | MICROSOFT CORP | 6.36% | Reduce -5.0% | 1,040,526 | $437.86M | $420.81 | |
| 4 | TDG | TRANSDIGM GROUP INC | 6.04% | Reduce -12.8% | 337,725 | $415.75M | $1231.03 | |
| 5 | GOOG | ALPHABET INC | 5.64% | Reduce -4.7% | 2,547,815 | $388.24M | $152.38 | |
| 6 | CG | CARLYLE GROUP INC | 5.31% | Reduce -7.6% | 7,792,628 | $365.4M | $46.89 | |
| 7 | SWKS | SKYWORKS SOLUTIONS INC | 5.12% | Add +12.6% | 3,255,487 | $352.5M | $108.28 | |
| 8 | MA | MASTERCARD INCORPORATED | 4.92% | Reduce -5.4% | 703,197 | $338.58M | $481.49 | |
| 9 | V | VISA INC | 4.25% | Reduce -4.2% | 1,048,706 | $292.65M | $279.06 | |
| 10 | CRM | SALESFORCE INC | 3.67% | Reduce -47.5% | 838,401 | $252.54M | $301.21 | |
| 11 | CBRE | CBRE GROUP INC | 3.59% | Add +5.4% | 2,543,033 | $247.09M | $97.16 | |
| 12 | CSGP | COSTAR GROUP INC | 3.05% | Add +36.0% | 2,177,070 | $210.11M | $96.51 | |
| 13 | NICE | NICE LTD | 3.00% | Reduce -11.2% | 793,656 | $206.55M | $260.25 | |
| 14 | ELV | ELEVANCE HEALTH INC | 2.93% | Add +1.4% | 389,740 | $202.04M | $518.39 | |
| 15 | JLL | JONES LANG LASALLE INC | 2.85% | Reduce -8.7% | 1,008,121 | $196.34M | $194.76 | |
| 16 | LYV | LIVE NATION ENTERTAINMENT IN | 2.82% | New | 1,839,266 | $194.41M | $105.70 | |
| 17 | QRVO | QORVO INC | 2.62% | Reduce -5.3% | 1,573,825 | $180.66M | $114.79 | |
| 18 | ARES | ARES MANAGEMENT CORPORATION | 2.62% | Reduce -12.6% | 1,357,069 | $180.42M | $132.95 | |
| 19 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.90% | Reduce -9.1% | 2,029,596 | $130.53M | $64.31 | |
| 20 | HEI-A | HEICO CORP NEW | 1.86% | Reduce -4.7% | 831,809 | $127.98M | $153.85 | |
| 21 | FI | FISERV INC | 1.50% | Reduce -11.2% | 647,780 | $103.47M | No quote | No quote |
| 22 | UNH | UNITEDHEALTH GROUP INC | 1.29% | Add +70.3% | 179,241 | $88.61M | $494.37 | |
| 23 | SBUX | STARBUCKS CORP | 1.05% | New | 791,326 | $72.32M | $91.39 | |
| 24 | ABT | ABBOTT LABS | 0.94% | Reduce -14.6% | 568,260 | $64.53M | $113.56 | |
| 25 | ABM | ABM INDS INC | 0.91% | Add +2.9% | 1,405,242 | $62.7M | $44.62 | |
| 26 | LFUS | LITTELFUSE INC | 0.90% | Reduce -2.6% | 256,966 | $62.28M | $242.35 | |
| 27 | CWK | CUSHMAN WAKEFIELD PLC | 0.77% | Reduce -8.0% | 5,095,985 | $53.3M | $10.46 | |
| 28 | CIGI | COLLIERS INTL GROUP INC | 0.77% | Reduce -8.5% | 434,031 | $53.05M | $122.23 | |
| 29 | ITRN | ITURAN LOCATION AND CONTROL | 0.62% | Reduce -9.2% | 1,526,894 | $42.69M | $27.96 | |
| 30 | G | GENPACT LIMITED | 0.61% | Add +2.6% | 1,282,586 | $42.26M | $32.95 | |
| 31 | DNB | DUN & BRADSTREET HLDGS INC | 0.60% | Add +18.3% | 4,107,063 | $41.24M | No quote | No quote |
| 32 | KMX | CARMAX INC | 0.58% | New | 457,153 | $39.79M | $87.03 | |
| 33 | VRTS | VIRTUS INVT PARTNERS INC | 0.57% | Reduce -17.2% | 157,376 | $39.03M | No quote | No quote |
| 34 | SEE | SEALED AIR CORP NEW | 0.56% | Reduce -8.2% | 1,042,984 | $38.8M | $37.20 | |
| 35 | BALL | BALL CORP | 0.54% | Reduce -68.3% | 556,208 | $37.49M | $67.39 | |
| 36 | MAR | MARRIOTT INTL INC NEW | 0.52% | Reduce -61.3% | 141,475 | $35.69M | $252.24 | |
| 37 | PK | PARK HOTELS & RESORTS INC | 0.49% | Reduce -29.0% | 1,941,008 | $33.95M | $17.49 | |
| 38 | PRG | PROG HOLDINGS INC | 0.49% | Reduce -4.1% | 979,614 | $33.74M | $34.44 | |
| 39 | MLKN | MILLERKNOLL INC | 0.46% | Add +17.1% | 1,272,842 | $31.52M | $24.76 | |
| 40 | MEDP | MEDPACE HLDGS INC | 0.45% | Reduce -25.2% | 76,516 | $30.92M | $404.15 | |
| 41 | TKR | TIMKEN CO | 0.43% | Reduce -4.9% | 338,922 | $29.63M | $87.43 | |
| 42 | SMRT | SMARTRENT INC | 0.38% | Reduce -1.6% | 9,656,894 | $25.88M | $2.68 | |
| 43 | ENS | ENERSYS | 0.32% | Reduce -1.5% | 232,483 | $21.96M | $94.46 | |
| 44 | AYI | ACUITY BRANDS INC | 0.14% | Reduce -72.0% | 34,996 | $9.4M | $268.72 | |
| 45 | CCK | CROWN HLDGS INC | 0.08% | New | 69,962 | $5.55M | $79.26 | |
| 46 | GE | GENERAL ELECTRIC CO | 0.00% | Reduce -99.9% | 1,409 | $247K | $175.30 | |
| 50 | TXN | TEXAS INSTRS INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 48 | CNM | CORE & MAIN INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | AMAT | APPLIED MATLS INC | - | Sold | 0 | $0 | No quote | No quote |