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 37 of 51 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.83% | Add +17.2% | 1,393,139 | $523.17M | $375.53 | |
| 2 | EG | EVEREST GROUP LTD | 9.07% | Add +35.8% | 1,328,732 | $482.83M | $363.38 | |
| 3 | CSGP | COSTAR GROUP INC | 7.19% | Reduce -5.2% | 4,833,477 | $382.95M | $79.23 | |
| 4 | TDG | TRANSDIGM GROUP INC | 6.47% | Add +5.6% | 249,026 | $344.54M | $1383.56 | |
| 5 | AMZN | AMAZON COM INC | 6.27% | Reduce -9.4% | 1,755,372 | $334.04M | $190.29 | |
| 6 | V | VISA INC | 5.93% | Reduce -10.1% | 902,016 | $316.02M | $350.35 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.91% | Reduce -12.3% | 574,345 | $314.82M | $548.13 | |
| 8 | GOOG | ALPHABET INC | 5.46% | Reduce -3.9% | 1,861,409 | $290.93M | $156.30 | |
| 9 | CG | CARLYLE GROUP INC | 4.24% | Reduce -2.9% | 5,180,438 | $225.91M | $43.61 | |
| 10 | CBRE | CBRE GROUP INC | 3.86% | Reduce -22.6% | 1,572,823 | $205.7M | $130.79 | |
| 11 | CRM | SALESFORCE INC | 3.65% | Reduce -3.5% | 723,562 | $194.2M | $268.39 | |
| 12 | QRVO | QORVO INC | 3.23% | Reduce -7.9% | 2,377,959 | $172.16M | $72.40 | |
| 13 | ELV | ELEVANCE HEALTH INC | 3.09% | Reduce -3.8% | 378,874 | $164.73M | $434.80 | |
| 14 | NICE | NICE LTD | 3.03% | Add +9.6% | 1,046,090 | $161.34M | $154.23 | |
| 15 | JLL | JONES LANG LASALLE INC | 2.49% | Add +22.9% | 536,063 | $132.83M | $247.78 | |
| 16 | SWKS | SKYWORKS SOLUTIONS INC | 2.16% | Reduce -66.3% | 1,781,258 | $115.12M | $64.63 | |
| 17 | MEDP | MEDPACE HLDGS INC | 1.86% | Add +221.6% | 325,916 | $99.16M | $304.25 | |
| 18 | HEI-A | HEICO CORP NEW | 1.82% | Reduce -9.0% | 459,739 | $97.04M | $211.07 | |
| 19 | KMX | CARMAX INC | 1.78% | Reduce -8.2% | 1,218,127 | $95M | $77.99 | |
| 20 | TPG | TPG INC | 1.62% | New | 1,819,376 | $86.33M | $47.45 | |
| 21 | UNH | UNITEDHEALTH GROUP INC | 1.51% | Add +35.3% | 153,586 | $80.43M | $523.69 | |
| 22 | SWK | STANLEY BLACK & DECKER INC | 1.35% | New | 938,140 | $72.06M | $76.81 | |
| 23 | CCK | CROWN HLDGS INC | 1.25% | Reduce -9.5% | 745,171 | $66.75M | $89.57 | |
| 24 | LFUS | LITTELFUSE INC | 0.84% | Add +13.7% | 227,555 | $44.77M | $196.74 | |
| 25 | G | GENPACT LIMITED | 0.72% | Reduce -29.6% | 765,615 | $38.57M | $50.38 | |
| 26 | ABM | ABM INDS INC | 0.71% | Reduce -5.7% | 803,846 | $38.07M | $47.36 | |
| 27 | DNB | DUN & BRADSTREET HLDGS INC | 0.69% | Add +50.3% | 4,103,360 | $36.68M | No quote | No quote |
| 28 | CIGI | COLLIERS INTL GROUP INC | 0.63% | Reduce -7.3% | 278,323 | $33.76M | $121.30 | |
| 29 | ITRN | ITURAN LOCATION AND CONTROL | 0.52% | Reduce -25.9% | 764,017 | $27.92M | $36.54 | |
| 30 | MLKN | MILLERKNOLL INC | 0.41% | Reduce -10.2% | 1,124,156 | $21.73M | $19.33 | |
| 31 | ARES | ARES MANAGEMENT CORPORATION | 0.38% | Reduce -61.4% | 138,622 | $20.36M | $146.86 | |
| 32 | SEE | SEALED AIR CORP NEW | 0.36% | Reduce -7.1% | 668,497 | $19.32M | $28.90 | |
| 33 | PRG | PROG HOLDINGS INC | 0.34% | Add +84.3% | 681,746 | $18.13M | $26.60 | |
| 34 | VRTS | VIRTUS INVT PARTNERS INC | 0.28% | Reduce -12.1% | 86,700 | $14.94M | No quote | No quote |
| 35 | CWK | CUSHMAN WAKEFIELD PLC | 0.25% | Reduce -64.0% | 1,294,418 | $13.23M | $10.22 | |
| 36 | TKR | TIMKEN CO | 0.24% | Reduce -14.1% | 178,410 | $12.82M | $71.87 | |
| 37 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.21% | Add +20.2% | 182,565 | $11.11M | $60.88 | |
| 38 | PK | PARK HOTELS & RESORTS INC | 0.20% | Reduce -17.1% | 975,274 | $10.66M | $10.93 | |
| 39 | MIDD | MIDDLEBY CORP | 0.08% | Reduce -64.3% | 29,350 | $4.46M | $151.98 | |
| 51 | SSNC | SS&C TECHNOLOGIES HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 49 | RTO | RENTOKIL INITIAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | MAR | MARRIOTT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 47 | LYV | LIVE NATION ENTERTAINMENT IN | - | Sold | 0 | $0 | No quote | No quote |
| 46 | KKR | KKR & CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | IWD | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 44 | IHG | INTERCONTINENTAL HOTELS GROU | - | Sold | 0 | $0 | No quote | No quote |
| 43 | FI | FISERV INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | ENS | ENERSYS | - | Sold | 0 | $0 | No quote | No quote |
| 41 | DEO | DIAGEO PLC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | ABT | ABBOTT LABS | - | Sold | 0 | $0 | No quote | No quote |