Vulcan Value Partners, LLC
Vulcan Value Partners, LLC reported 36 holdings worth US$3.29B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Vulcan Value Partners, LLC reported 36 holdings worth US$3.29B as of Jun 30, 2026. Largest: Everest Group, Ltd., Microsoft Corp. and Ryan Specialty Holdings, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$3.29B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Everest Group, Ltd. | 1.04M | US$370M | 11.3% |
| Microsoft Corp. | 987K | US$368M | 11.2% |
| Ryan Specialty Holdings, Inc. | 7.91M | US$299M | 9.1% |
| Mastercard Incorporated | 503K | US$258M | 7.9% |
| Amazon.com, Inc. | 993K | US$237M | 7.2% |
| Transdigm Group Inc. | 170K | US$227M | 6.9% |
| Ares Management Corporation | 1.9M | US$212M | 6.4% |
| Transunion | 2.71M | US$195M | 5.9% |
| Alphabet Inc (google) Class C | 533K | US$191M | 5.8% |
| Visa Inc. | 463K | US$159M | 4.8% |
| Tpg Inc. | 2.36M | US$95.8M | 2.9% |
| Medpace Holdings, Inc. | 142K | US$75.1M | 2.3% |
| Elevance Health, Inc. | 156K | US$60.3M | 1.8% |
| Servicenow, Inc. | 575K | US$57.1M | 1.7% |
| Iqvia Holdings, Inc. | 260K | US$50.2M | 1.5% |
| Carmax Inc | 913K | US$48.3M | 1.5% |
| Fiserv, Inc. | 894K | US$43.8M | 1.3% |
| Nice Ltd. | 478K | US$43.5M | 1.3% |
| Heico Corporation | 154K | US$39.6M | 1.2% |
| Jones Lang Lasalle Incorporated | 96,258 | US$29.8M | 0.91% |
| Unitedhealth Group Incorporated | 67,309 | US$28M | 0.85% |
| Salesforce, Inc. | 164K | US$25.7M | 0.78% |
| Colliers International Group Inc. | 212K | US$19.9M | 0.60% |
| Abm Industries Incorporated | 449K | US$19.8M | 0.60% |
| Millerknoll, Inc. | 838K | US$17.1M | 0.52% |
| Qorvo, Inc. | 181K | US$16.9M | 0.51% |
| Equifax, Inc. | 90,748 | US$14.4M | 0.44% |
| Genpact Limited | 522K | US$14.3M | 0.44% |
| Standardaero, Inc. | 450K | US$13.5M | 0.41% |
| Prog Holdings, Inc. | 281K | US$13.1M | 0.40% |
| Fortune Brands Innovations, Inc. | 215K | US$11.8M | 0.36% |
| Badger Meter, Inc. | 68,684 | US$10.2M | 0.31% |
| Littelfuse, Inc. | 17,448 | US$7.94M | 0.24% |
| Veeva Systems Inc. | 21,240 | US$3.77M | 0.11% |
| Park Hotels & Resorts Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related