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 ELV
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,879,710 | 296,771 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $135,387,317 | 386,214 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $135,450,288 | 419,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $114,249,609 | 293,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $164,795,035 | 378,874 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $145,306,758 | 393,892 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $145,228,200 | 279,285 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $202,095,779 | 389,740 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $181,275,680 | 384,417 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $195,734,352 | 449,530 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $242,945,769 | 546,818 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,683,319 | 406,001 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $160,866,366 | 313,598 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $177,631,914 | 391,053 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $435,757,718 | 1,168,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $450,745,444 | 1,180,580 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $466,555,672 | 1,299,779 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $583,519,104 | 1,817,307 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $492,187,146 | 1,832,485 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $480,330,340 | 1,826,490 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $392,739,922 | 1,729,827 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||