EdgeMarket › What Vulcan Value Partners, Llc reported owning
What Vulcan Value Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.8BPositions
33Quarter
2026-03-31Shown below
33largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EG EVEREST GROUP, LTD. | 445.1M | 11.8% | 1.4M | 370.06 | +7.7% |
| MSFT MICROSOFT CORP | 410.5M | 10.9% | 1.1M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 332.4M | 8.8% | 1.6M | 258.63 | +15.6% |
| UNH UNITEDHEALTH GROUP INC | 247.0M | 6.5% | 912.7K | 390.11 | +30.1% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 222.5M | 5.9% | 6.6M | 43.28 | -27.6% |
| TRU TransUnion | 221.9M | 5.9% | 3.2M | 84.61 | -3.6% |
| TDG TransDigm Group INC | 213.5M | 5.7% | 184.2K | 1,200.35 | -14.4% |
| GOOG Alphabet Inc. | 194.1M | 5.1% | 676.6K | 341.75 | +70.7% |
| V VISA INC. | 193.3M | 5.1% | 639.5K | 371.04 | +7.9% |
| MA Mastercard Inc | 191.5M | 5.1% | 383.2K | 580.63 | -2.0% |
| ARES Ares Management Corp | 184.5M | 4.9% | 1.7M | 141.25 | -21.1% |
| MEDP Medpace Holdings, Inc. | 97.5M | 2.6% | 203.1K | 620.75 | +33.3% |
| KMX CARMAX INC | 91.7M | 2.4% | 2.2M | 62.13 | +7.5% |
| ELV Elevance Health, Inc. | 86.9M | 2.3% | 296.8K | 400.54 | +29.2% |
| TPG TPG Inc. | 80.5M | 2.1% | 2.0M | 52.40 | -12.1% |
| NICE NICE Ltd. | 63.1M | 1.7% | 572.3K | 100.24 | -27.3% |
| FISV FISERV INC | 61.1M | 1.6% | 1.1M | 52.58 | -62.4% |
| NOW ServiceNow, Inc. | 55.8M | 1.5% | 533.8K | 128.48 | -27.8% |
| IQV IQVIA HOLDINGS INC. | 42.3M | 1.1% | 248.1K | 259.82 | +35.3% |
| unmapped CUSIP 422806208 | 37.7M | 1.0% | 178.5K | — | — |
| CRM Salesforce, Inc. | 36.7M | 1.0% | 196.8K | 209.17 | -15.1% |
| JLL JONES LANG LASALLE INC | 33.3M | 0.9% | 109.5K | 387.37 | +30.3% |
| CIGI Colliers International Group Inc. | 27.3M | 0.7% | 255.3K | 107.06 | -34.2% |
| LFUS LITTELFUSE INC /DE | 26.5M | 0.7% | 78.1K | 412.26 | +65.4% |
| G Genpact LTD | 26.5M | 0.7% | 710.3K | 37.14 | -15.7% |
| ABM ABM INDUSTRIES INC /DE/ | 24.3M | 0.6% | 630.3K | 46.81 | -2.8% |
| ITRN Ituran Location & Control Ltd. | 24.2M | 0.6% | 493.8K | 50.89 | +42.5% |
| QRVO Qorvo, Inc. | 20.8M | 0.6% | 268.8K | 95.56 | +7.3% |
| MLKN MILLERKNOLL, INC. | 19.2M | 0.5% | 1.3M | 23.03 | +9.0% |
| SARO StandardAero, Inc. | 18.5M | 0.5% | 717.0K | 25.06 | -5.9% |
| PRG PROG Holdings, Inc. | 16.2M | 0.4% | 566.3K | 38.77 | +18.6% |
| FBIN Fortune Brands Innovations, Inc. | 13.4M | 0.4% | 343.6K | 44.53 | -22.9% |
| PK Park Hotels & Resorts Inc. | 12.6M | 0.3% | 1.2M | 15.78 | +41.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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