Vulcan Value Partners, LLC

CIK

1556785

Location

Birmingham, AL

Portfolio Value

Mid $3,540,519,149

Diversification

Diversified

Filing Date

Global Rank

#833 / 8,603 ▼ 165 · as of Mar 2026

Top Industry

Insurance - Reinsurance 12.8%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.0%

Annualised alpha

-2.4%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.6%

+1.9 pts

Top 5

46.8%

+3.6 pts

Top 10

75.2%

+4.9 pts

HHI

672

Diversified+81

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	43.5%	$1,539,261,537	7
Technology	18.8%	$664,139,984	8
Healthcare	13.4%	$473,662,533	4
Consumer Cyclical	12.5%	$443,204,018	3
Industrials	8.1%	$285,947,751	5
Real Estate	2.1%	$73,221,354	3
Unclassified	1.7%	$61,081,972	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
TRU	TransUnion	+2,144,821	3,207,405	$221,920,351
RYAN	Ryan Specialty Holdings, Inc.	+1,974,256	6,595,335	$222,526,602
TPG	TPG Inc.	+264,110	1,986,026	$80,453,913
SARO	StandardAero, Inc.	+243,568	716,983	$18,519,670
MEDP	Medpace Holdings, Inc.	+155,762	203,068	$97,511,222
CIGI	Colliers International Group Inc.	+70,918	255,321	$27,291,261
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−1,353,068	196,803	$36,737,216
QRVO	Qorvo, Inc.	−834,541	268,813	$20,806,126
KMX	Carmax Inc	−723,956	2,204,876	$91,678,744
FISV	Fiserv Inc	−342,984	1,094,659	$61,081,972
NICE	NICE Ltd.	−298,422	572,311	$63,103,010
UNH	Unitedhealth Group Inc	−170,593	912,674	$246,960,457
AMZN	Amazon Com Inc	−164,067	1,595,868	$332,371,428
EG	Everest Group, Ltd.	−147,875	1,361,865	$445,125,575
LFUS	Littelfuse Inc /De	−114,105	78,107	$26,505,610
ELV	Elevance Health, Inc.	−89,443	296,771	$86,879,710
V	Visa Inc.	−88,231	639,454	$193,268,576
IQV	Iqvia Holdings Inc.	−75,100	248,101	$42,311,144
MA	Mastercard Inc	−66,015	383,179	$191,459,219
MLKN	Millerknoll, Inc.	−65,106	1,324,609	$19,153,846
PK	Park Hotels & Resorts Inc.	−62,133	1,195,835	$12,592,142
TDG	TransDigm Group INC	−56,392	184,228	$213,512,882
ITRN	Ituran Location & Control Ltd.	−46,219	493,840	$24,203,098
JLL	Jones Lang Lasalle Inc	−41,076	109,549	$33,337,951
G	Genpact LTD	−36,257	710,313	$26,459,159
PRG	PROG Holdings, Inc.	−32,811	566,314	$16,247,548
MSFT	Microsoft Corp	−32,587	1,108,991	$410,515,198
ABM	Abm Industries Inc /De/	−28,481	630,296	$24,279,001
FBIN	Fortune Brands Innovations, Inc.	−9,957	343,563	$13,388,650
ARES	Ares Management Corp	−5,680	1,691,176	$184,507,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NOW	ServiceNow, Inc.	533,817	$55,810,567
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CSGP	Costar Group, Inc.	4,485,021	$301,572,812
SWK	Stanley Black & Decker, Inc.	1,059,558	$78,703,968
CCK	Crown Holdings, Inc.	400,303	$41,219,199
VRTS	Virtus Investment Partners, Inc.	77,326	$12,615,736
TKR	Timken Co	138,434	$11,646,452
MIDD	MIDDLEBY Corp	69,825	$10,380,882
SEE	SEALED AIR CORP/DE	118,417	$4,906,016
SPY	Spdr S&P 500 ETF Trust	6,023	$4,107,204
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $3,540,519,149 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EG	Everest Group, Ltd. Financial Services	Reduced	1,361,865	-147,875	$445,125,575	−13.1%	12.57%
MSFT	Microsoft Corp Technology	Reduced	1,108,991	-32,587	$410,515,198	−25.6%	11.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,595,868	-164,067	$332,371,428	−18.2%	9.39%
UNH	Unitedhealth Group Inc Healthcare	Reduced	912,674	-170,593	$246,960,457	−30.9%	6.98%
RYAN	Ryan Specialty Holdings, Inc. Financial Services	Added	6,595,335	+1,974,256	$222,526,602	−6.7%	6.29%
TRU	TransUnion Financial Services	Added	3,207,405	+2,144,821	$221,920,351	+143.6%	6.27%
TDG	TransDigm Group INC Industrials	Reduced	184,228	-56,392	$213,512,882	−33.3%	6.03%
V	Visa Inc. Financial Services	Reduced	639,454	-88,231	$193,268,576	−24.3%	5.46%
MA	Mastercard Inc Financial Services	Reduced	383,179	-66,015	$191,459,219	−25.3%	5.41%
ARES	Ares Management Corp Financial Services	Reduced	1,691,176	-5,680	$184,507,301	−32.7%	5.21%
MEDP	Medpace Holdings, Inc. Healthcare	Added	203,068	+155,762	$97,511,222	+267.0%	2.75%
KMX	Carmax Inc Consumer Cyclical	Reduced	2,204,876	-723,956	$91,678,744	−19.0%	2.59%
ELV	Elevance Health, Inc. Healthcare	Reduced	296,771	-89,443	$86,879,710	−35.8%	2.45%
TPG	TPG Inc. Financial Services	Added	1,986,026	+264,110	$80,453,913	−26.8%	2.27%
NICE	NICE Ltd. Technology	Reduced	572,311	-298,422	$63,103,010	−35.9%	1.78%
FISV	Fiserv Inc	Reduced	1,094,659	-342,984	$61,081,972	−36.7%	1.73%
NOW	ServiceNow, Inc. Technology	NEW	533,817	NEW	$55,810,567	NEW	1.58%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	248,101	-75,100	$42,311,144	−41.9%	1.20%
CRM	Salesforce, Inc. Technology	Reduced	196,803	-1,353,068	$36,737,216	−91.1%	1.04%
JLL	Jones Lang Lasalle Inc Real Estate	Reduced	109,549	-41,076	$33,337,951	−34.2%	0.94%
CIGI	Colliers International Group Inc. Real Estate	Added	255,321	+70,918	$27,291,261	+0.7%	0.77%
LFUS	Littelfuse Inc /De Technology	Reduced	78,107	-114,105	$26,505,610	−45.5%	0.75%
G	Genpact LTD Technology	Reduced	710,313	-36,257	$26,459,159	−24.2%	0.75%
ABM	Abm Industries Inc /De/ Industrials	Reduced	630,296	-28,481	$24,279,001	−12.9%	0.69%
ITRN	Ituran Location & Control Ltd. Technology	Reduced	493,840	-46,219	$24,203,098	+4.2%	0.68%
QRVO	Qorvo, Inc. Technology	Reduced	268,813	-834,541	$20,806,126	−77.7%	0.59%
MLKN	Millerknoll, Inc. Consumer Cyclical	Reduced	1,324,609	-65,106	$19,153,846	−24.6%	0.54%
SARO	StandardAero, Inc. Industrials	Added	716,983	+243,568	$18,519,670	+36.4%	0.52%
PRG	PROG Holdings, Inc. Industrials	Reduced	566,314	-32,811	$16,247,548	−8.0%	0.46%
FBIN	Fortune Brands Innovations, Inc. Industrials	Reduced	343,563	-9,957	$13,388,650	−24.3%	0.38%
PK	Park Hotels & Resorts Inc. Real Estate	Reduced	1,195,835	-62,133	$12,592,142	−4.3%	0.36%