Holdings
Vulcan Value Partners, LLC
As of Jun 30, 2026, Vulcan Value Partners, LLC reported 34 positions worth US$3.28B. Largest: Everest Group, Ltd., Microsoft Corp. and Ryan Specialty Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Everest Group, Ltd. | 1.04M | US$370M | −325K | Jun 30, 2026 |
| Microsoft Corp. | 987K | US$368M | −122K | Jun 30, 2026 |
| Ryan Specialty Holdings, Inc. | 7.91M | US$299M | +1.32M | Jun 30, 2026 |
| Mastercard Incorporated | 503K | US$258M | +120K | Jun 30, 2026 |
| Amazon.com, Inc. | 993K | US$237M | −603K | Jun 30, 2026 |
| Transdigm Group Inc. | 170K | US$227M | −13,799 | Jun 30, 2026 |
| Ares Management Corporation | 1.9M | US$212M | +211K | Jun 30, 2026 |
| Transunion | 2.71M | US$195M | −500K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 533K | US$191M | −142K | Jun 30, 2026 |
| Visa Inc. | 463K | US$159M | −176K | Jun 30, 2026 |