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 JLL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,337,951 | 109,549 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $50,680,793 | 150,625 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $58,958,919 | 197,663 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $122,849,087 | 480,292 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $132,895,378 | 536,063 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $110,426,249 | 436,226 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $126,307,234 | 468,134 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $196,674,325 | 1,008,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $208,578,395 | 1,104,349 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $160,310,878 | 1,135,507 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $231,094,089 | 1,483,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $204,781,248 | 1,407,528 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $215,743,471 | 1,353,727 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $219,751,256 | 1,454,632 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $184,065,329 | 1,052,644 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $39,120,288 | 145,245 | Shares | Sole | 2022-03-04 | |
| 2021-09-30 | $49,450,787 | 199,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $156,419,601 | 800,264 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $470,418,110 | 2,627,447 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $733,623,328 | 4,944,553 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $474,254,921 | 4,957,714 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $500,766,057 | 4,840,190 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $431,283,358 | 4,270,978 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||