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 44 of 51 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 8.38% | Add +44.5% | 1,188,258 | $500.77M | $421.43 | |
| 2 | SWKS | SKYWORKS SOLUTIONS INC | 7.85% | Add +29.2% | 5,290,813 | $469.16M | $88.67 | |
| 3 | AMZN | AMAZON COM INC | 7.11% | Reduce -15.2% | 1,936,676 | $424.91M | $219.40 | |
| 4 | GOOG | ALPHABET INC | 6.17% | Add +2.7% | 1,937,027 | $368.9M | $190.44 | |
| 5 | CSGP | COSTAR GROUP INC | 6.10% | Add +15.1% | 5,099,438 | $364.96M | $71.57 | |
| 6 | EG | EVEREST GROUP LTD | 5.93% | Add +279.1% | 978,713 | $354.77M | $362.48 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.77% | Add +1.8% | 655,145 | $344.91M | $526.47 | |
| 8 | V | VISA INC | 5.30% | Add +5.3% | 1,003,524 | $317.11M | $316.00 | |
| 9 | TDG | TRANSDIGM GROUP INC | 5.00% | Add +20.8% | 235,740 | $298.68M | $1266.99 | |
| 10 | CG | CARLYLE GROUP INC | 4.50% | Reduce -21.4% | 5,333,596 | $269.33M | $50.50 | |
| 11 | CBRE | CBRE GROUP INC | 4.46% | Add +3.6% | 2,033,328 | $266.9M | $131.26 | |
| 12 | CRM | SALESFORCE INC | 4.19% | Reduce -46.0% | 749,566 | $250.55M | $334.26 | |
| 13 | QRVO | QORVO INC | 3.02% | Add +53.8% | 2,581,296 | $180.49M | $69.92 | |
| 14 | NICE | NICE LTD | 2.71% | Reduce -5.0% | 954,161 | $162.04M | $169.83 | |
| 15 | ELV | ELEVANCE HEALTH INC | 2.43% | Add +41.0% | 393,892 | $145.23M | $368.71 | |
| 16 | JLL | JONES LANG LASALLE INC | 1.84% | Reduce -6.8% | 436,226 | $110.28M | $252.81 | |
| 17 | KMX | CARMAX INC | 1.81% | Reduce -7.6% | 1,327,037 | $108.45M | $81.72 | |
| 18 | HEI-A | HEICO CORP NEW | 1.57% | Reduce -9.8% | 505,373 | $94.03M | $186.07 | |
| 19 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.54% | Reduce -9.2% | 1,213,072 | $91.89M | $75.75 | |
| 20 | CCK | CROWN HLDGS INC | 1.14% | Add +450.5% | 823,691 | $68.03M | $82.59 | |
| 21 | ARES | ARES MANAGEMENT CORPORATION | 1.06% | Reduce -47.4% | 359,079 | $63.62M | $177.17 | |
| 22 | LYV | LIVE NATION ENTERTAINMENT IN | 1.00% | Reduce -81.3% | 461,474 | $59.75M | $129.48 | |
| 23 | UNH | UNITEDHEALTH GROUP INC | 0.96% | New | 113,489 | $57.4M | $505.75 | |
| 24 | LFUS | LITTELFUSE INC | 0.79% | Reduce -7.8% | 200,093 | $47.15M | $235.65 | |
| 25 | CWK | CUSHMAN WAKEFIELD PLC | 0.79% | Reduce -11.8% | 3,594,573 | $47.02M | $13.08 | |
| 26 | G | GENPACT LIMITED | 0.78% | Reduce -21.4% | 1,087,144 | $46.69M | $42.95 | |
| 27 | ABM | ABM INDS INC | 0.73% | Reduce -18.8% | 852,495 | $43.63M | $51.18 | |
| 28 | ABT | ABBOTT LABS | 0.70% | Reduce -4.5% | 370,518 | $41.92M | $113.14 | |
| 29 | CIGI | COLLIERS INTL GROUP INC | 0.68% | Reduce -22.4% | 300,188 | $40.82M | $135.97 | |
| 30 | DNB | DUN & BRADSTREET HLDGS INC | 0.57% | Reduce -9.3% | 2,729,884 | $34.01M | No quote | No quote |
| 31 | MEDP | MEDPACE HLDGS INC | 0.56% | Add +119.8% | 101,338 | $33.67M | $332.23 | |
| 32 | ITRN | ITURAN LOCATION AND CONTROL | 0.54% | Reduce -15.5% | 1,031,001 | $32.12M | $31.15 | |
| 33 | MAR | MARRIOTT INTL INC NEW | 0.51% | Reduce -10.3% | 109,320 | $30.45M | $278.53 | |
| 34 | FI | FISERV INC | 0.50% | Reduce -67.1% | 146,008 | $30M | No quote | No quote |
| 35 | MLKN | MILLERKNOLL INC | 0.47% | Add +12.8% | 1,252,093 | $28.28M | $22.59 | |
| 36 | SEE | SEALED AIR CORP NEW | 0.41% | Reduce -9.6% | 719,556 | $24.34M | $33.83 | |
| 37 | VRTS | VIRTUS INVT PARTNERS INC | 0.36% | Reduce -14.3% | 98,628 | $21.76M | No quote | No quote |
| 38 | PK | PARK HOTELS & RESORTS INC | 0.28% | Reduce -10.2% | 1,176,813 | $16.56M | $14.07 | |
| 39 | PRG | PROG HOLDINGS INC | 0.26% | Reduce -20.1% | 369,829 | $15.63M | $42.26 | |
| 40 | TKR | TIMKEN CO | 0.25% | Reduce -7.8% | 207,725 | $14.83M | $71.37 | |
| 41 | DEO | DIAGEO PLC | 0.19% | New | 91,776 | $11.62M | $126.65 | |
| 42 | MIDD | MIDDLEBY CORP | 0.19% | New | 82,179 | $11.13M | $135.45 | |
| 43 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.17% | New | 151,894 | $10.38M | $68.33 | |
| 44 | ENS | ENERSYS | 0.17% | Reduce -9.2% | 109,472 | $10.12M | $92.43 | |
| 45 | SPY | SPDR S&P 500 ETF TR | 0.13% | New | 13,518 | $7.9M | $584.64 | |
| 46 | RTO | RENTOKIL INITIAL PLC | 0.09% | New | 215,880 | $5.42M | No quote | No quote |
| 47 | IWD | ISHARES TR | 0.01% | New | 3,336 | $617.59K | $185.13 | |
| 48 | KKR | KKR & CO INC | 0.01% | Reduce -99.9% | 2,316 | $342.56K | $147.91 | |
| 49 | IHG | INTERCONTINENTAL HOTELS GROU | 0.01% | New | 2,736 | $338.85K | No quote | No quote |
| 51 | SMRT | SMARTRENT INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | AYI | ACUITY BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |