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 2026-05-30 from SEC 13F data.
Live quotes available for 40 of 46 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 7.12% | Reduce -8.4% | 2,282,384 | $425.28M | $186.33 | |
| 2 | SWKS | SKYWORKS SOLUTIONS INC | 6.77% | Reduce -9.3% | 4,096,031 | $404.56M | $98.77 | |
| 3 | CRM | SALESFORCE INC | 6.37% | Reduce -6.0% | 1,388,214 | $380.49M | $274.09 | |
| 4 | MSFT | MICROSOFT CORP | 5.92% | Reduce -0.6% | 822,173 | $353.78M | $430.30 | |
| 5 | CSGP | COSTAR GROUP INC | 5.59% | Add +7.0% | 4,429,889 | $334.19M | $75.44 | |
| 6 | MA | MASTERCARD INCORPORATED | 5.32% | Reduce -6.6% | 643,679 | $317.85M | $493.80 | |
| 7 | GOOG | ALPHABET INC | 5.28% | Reduce -4.8% | 1,885,741 | $315.28M | $167.19 | |
| 8 | CG | CARLYLE GROUP INC | 4.89% | Reduce -9.4% | 6,787,368 | $292.26M | $43.06 | |
| 9 | TDG | TRANSDIGM GROUP INC | 4.66% | Reduce -11.5% | 195,116 | $278.46M | $1427.13 | |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 4.51% | Reduce -8.6% | 2,463,181 | $269.69M | $109.49 | |
| 11 | V | VISA INC | 4.39% | Reduce -6.6% | 953,316 | $262.11M | $274.95 | |
| 12 | CBRE | CBRE GROUP INC | 4.09% | Reduce -26.4% | 1,963,480 | $244.41M | $124.48 | |
| 13 | KKR | KKR & CO INC | 4.05% | Reduce -36.6% | 1,854,111 | $242.11M | $130.58 | |
| 14 | NICE | NICE LTD | 2.92% | Reduce -15.5% | 1,004,095 | $174.38M | $173.67 | |
| 15 | QRVO | QORVO INC | 2.90% | Reduce -20.9% | 1,678,943 | $173.43M | $103.30 | |
| 16 | ELV | ELEVANCE HEALTH INC | 2.43% | Reduce -19.0% | 279,285 | $145.23M | $520.00 | |
| 17 | JLL | JONES LANG LASALLE INC | 2.11% | Reduce -50.4% | 468,134 | $126.31M | $269.81 | |
| 18 | HEI-A | HEICO CORP NEW | 1.91% | Reduce -23.7% | 560,263 | $114.16M | $203.76 | |
| 19 | KMX | CARMAX INC | 1.86% | Reduce -21.4% | 1,435,596 | $111.09M | $77.38 | |
| 20 | ARES | ARES MANAGEMENT CORPORATION | 1.78% | Reduce -40.3% | 682,442 | $106.35M | $155.84 | |
| 21 | EG | EVEREST GROUP LTD | 1.69% | New | 258,141 | $101.15M | $391.83 | |
| 22 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.66% | Reduce -30.4% | 1,335,870 | $99.13M | $74.21 | |
| 23 | FI | FISERV INC | 1.34% | Reduce -26.0% | 444,232 | $79.81M | No quote | No quote |
| 24 | CIGI | COLLIERS INTL GROUP INC | 0.98% | Reduce -14.8% | 386,904 | $58.74M | $151.81 | |
| 25 | LFUS | LITTELFUSE INC | 0.96% | Reduce -10.1% | 216,944 | $57.54M | $265.25 | |
| 26 | CWK | CUSHMAN WAKEFIELD PLC | 0.93% | Reduce -14.5% | 4,075,982 | $55.56M | $13.63 | |
| 27 | ABM | ABM INDS INC | 0.93% | Reduce -10.2% | 1,049,464 | $55.37M | $52.76 | |
| 28 | G | GENPACT LIMITED | 0.91% | New | 1,383,140 | $54.23M | $39.21 | |
| 29 | ABT | ABBOTT LABS | 0.74% | Reduce -22.4% | 388,122 | $44.25M | $114.01 | |
| 30 | DNB | DUN & BRADSTREET HLDGS INC | 0.58% | Reduce -42.2% | 3,010,945 | $34.66M | No quote | No quote |
| 31 | ITRN | ITURAN LOCATION AND CONTROL | 0.55% | Reduce -13.6% | 1,219,621 | $32.73M | $26.84 | |
| 32 | MAR | MARRIOTT INTL INC NEW | 0.51% | Reduce -13.2% | 121,872 | $30.3M | $248.60 | |
| 33 | SEE | SEALED AIR CORP NEW | 0.48% | Reduce -9.5% | 795,595 | $28.88M | $36.30 | |
| 34 | MLKN | MILLERKNOLL INC | 0.46% | Reduce -4.6% | 1,110,157 | $27.69M | $24.94 | |
| 35 | VRTS | VIRTUS INVT PARTNERS INC | 0.40% | Reduce -10.7% | 115,077 | $24.1M | No quote | No quote |
| 36 | PRG | PROG HOLDINGS INC | 0.38% | Reduce -41.4% | 463,066 | $22.45M | $48.49 | |
| 37 | TKR | TIMKEN CO | 0.32% | Reduce -12.3% | 225,386 | $19M | $84.29 | |
| 38 | PK | PARK HOTELS & RESORTS INC | 0.31% | Add +42.4% | 1,310,632 | $18.81M | $14.35 | |
| 39 | MEDP | MEDPACE HLDGS INC | 0.26% | Add +19.4% | 46,101 | $15.39M | $333.80 | |
| 40 | CCK | CROWN HLDGS INC | 0.24% | Reduce -18.4% | 149,619 | $14.35M | $95.88 | |
| 41 | AYI | ACUITY BRANDS INC | 0.21% | Add +65.8% | 46,148 | $12.71M | $275.39 | |
| 42 | ENS | ENERSYS | 0.21% | Reduce -13.0% | 120,533 | $12.3M | $102.05 | |
| 43 | SMRT | SMARTRENT INC | 0.06% | Reduce -78.3% | 1,956,312 | $3.38M | $1.73 | |
| 46 | UNH | UNITEDHEALTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | SBUX | STARBUCKS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | PLNT | PLANET FITNESS INC | - | Sold | 0 | $0 | No quote | No quote |