Vulcan Value Partners, LLC
Top Portfolio Positions
31 positions ·
$3,763,045,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EG |
Everest Group, Ltd.
Financial Services
|
1,361,865 | $445,125,575 | 11.83% | |
| RYAN |
Ryan Specialty Holdings, Inc.
Financial Services
|
13,190,670 | $445,053,204 | 11.83% | |
| MSFT |
Microsoft Corp
Technology
|
1,108,991 | $410,515,198 | 10.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,595,868 | $332,371,428 | 8.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
912,674 | $246,960,457 | 6.56% | |
| TRU |
TransUnion
Financial Services
|
3,207,405 | $221,920,351 | 5.90% | |
| TDG |
TransDigm Group INC
Industrials
|
184,228 | $213,512,882 | 5.67% | |
| V |
Visa Inc.
Financial Services
|
639,454 | $193,268,576 | 5.14% | |
| MA |
Mastercard Inc
Financial Services
|
383,179 | $191,459,219 | 5.09% | |
| ARES |
Ares Management Corp
Financial Services
|
1,691,176 | $184,507,301 | 4.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ABM
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,279,001 | 630,296 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,866,267 | 658,777 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,626,170 | 664,054 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,045,300 | 699,964 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,070,146 | 803,846 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $43,630,694 | 852,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $55,369,720 | 1,049,464 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $62,701,898 | 1,405,242 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,234,597 | 1,365,929 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,473,144 | 1,686,407 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $54,398,966 | 1,275,474 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $60,127,877 | 1,337,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $53,156,658 | 1,196,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $50,445,937 | 1,319,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,225,580 | 1,387,047 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $60,838,637 | 1,321,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $66,109,842 | 1,618,356 | Shares | Sole | 2022-03-04 | |
| 2021-09-30 | $76,516,459 | 1,699,988 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $63,179,413 | 1,424,564 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $72,525,558 | 1,421,791 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,471,228 | 1,228,098 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,972,640 | 844,862 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||