Vulcan Value Partners, LLC
Follow13F filer, CIK 1556785, BIRMINGHAM, AL
Vulcan Value Partners, LLC reported $3,285,170,410 across 36 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 76.58% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001556785-26-000016
- Period
- 2026-06-30
- Reported value
- $3.29B
- Holdings
- 36
- Top 10 weight
- 76.58%
- New
- 4
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MAadded | +119,782 | $61.5M |
| RYANadded | +1,317,334 | $49.7M |
| ARESadded | +211,404 | $23.5M |
| TPGadded | +375,836 | $15.2M |
| EFXnew | +90,748 | $14.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UNHreduced | -845,365 | -$351M |
| AMZNreduced | -603,110 | -$144M |
| EGreduced | -324,959 | -$116M |
| KMXreduced | -1,292,238 | -$68.3M |
| Vreduced | -176,186 | -$60.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001556785-26-000016, largest first. % of portfolio is the value over $3,285,170,410, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| EGEVEREST GROUP LTD | 1,036,906 | $370M | 11.28% | -324,959 | Timeline | ||
| MSFTMICROSOFT CORP | 986,905 | $368M | 11.21% | -122,086 | Timeline | ||
| RYANRYAN SPECIALTY HOLDINGS INC | 7,912,669 | $299M | 9.09% | +1,317,334 | Timeline | ||
| MAMASTERCARD INCORPORATED | 502,961 | $258M | 7.86% | +119,782 | Timeline | ||
| AMZNAMAZON COM INC | 992,758 | $237M | 7.2% | -603,110 | Timeline | ||
| TDGTRANSDIGM GROUP INC | 170,429 | $227M | 6.91% | -13,799 | Timeline | ||
| ARESARES MANAGEMENT CORPORATION | 1,902,580 | $212M | 6.45% | +211,404 | Timeline | ||
| TRUTRANSUNION | 2,707,249 | $195M | 5.94% | -500,156 | Timeline | ||
| GOOGALPHABET INC | 539,472 | $191M | 5.8% | -137,084 | Timeline | ||
| VVISA INC | 463,268 | $159M | 4.84% | -176,186 | Timeline | ||
| TPGTPG INC | 2,361,862 | $95.8M | 2.92% | +375,836 | Timeline | ||
| MEDPMEDPACE HLDGS INC | 141,743 | $75.1M | 2.28% | -61,325 | Timeline | ||
| ELVELEVANCE HEALTH INC FORMERLY | 155,873 | $60.3M | 1.83% | -140,898 | Timeline | ||
| NOWSERVICENOW INC | 574,811 | $57.1M | 1.74% | +40,994 | Timeline | ||
| IQVIQVIA HLDGS INC | 259,856 | $50.2M | 1.53% | +11,755 | Timeline | ||
| KMXCARMAX INC | 912,638 | $48.3M | 1.47% | -1,292,238 | Timeline | ||
| FISVFISERV INC | 893,965 | $43.8M | 1.33% | -200,694 | Timeline | ||
| NICENICE LTD | 478,421 | $43.5M | 1.32% | -93,890 | Timeline | ||
| HEI-AHEICO CORP NEW | 153,718 | $39.6M | 1.21% | -24,738 | Timeline | ||
| JLLJONES LANG LASALLE INC | 96,258 | $29.8M | 0.91% | -13,291 | Timeline | ||
| UNHUNITEDHEALTH GROUP INC | 67,309 | $28M | 0.85% | -845,365 | Timeline | ||
| CRMSALESFORCE INC | 164,013 | $25.7M | 0.78% | -32,790 | Timeline | ||
| CIGICOLLIERS INTL GROUP INC | 211,910 | $19.9M | 0.6% | -43,411 | Timeline | ||
| ABMABM INDS INC | 448,559 | $19.8M | 0.6% | -181,737 | Timeline | ||
| MLKNMILLERKNOLL INC | 838,151 | $17.1M | 0.52% | -486,458 | Timeline | ||
| QRVOQORVO INC | 181,315 | $16.9M | 0.51% | -87,498 | Timeline | ||
| EFXEQUIFAX INC | 90,748 | $14.4M | 0.44% | new | Timeline | ||
| GGENPACT LIMITED | 521,587 | $14.3M | 0.44% | -188,726 | Timeline | ||
| SAROSTANDARDAERO INC | 450,287 | $13.5M | 0.41% | -266,696 | Timeline | ||
| PRGPROG HOLDINGS INC | 281,066 | $13.1M | 0.4% | -285,248 | Timeline | ||
| FBINFORTUNE BRANDS INNOVATIONS I | 214,798 | $11.8M | 0.36% | -128,765 | Timeline | ||
| BMIBADGER METER INC | 68,684 | $10.2M | 0.31% | new | Timeline | ||
| LFUSLITTELFUSE INC | 17,448 | $7.94M | 0.24% | -60,659 | Timeline | ||
| ITRNITURAN LOCATION AND CONTROL | 124,028 | $7.57M | 0.23% | -369,812 | Timeline | ||
| VEEVVEEVA SYS INC | 21,240 | $3.77M | 0.11% | new | Timeline | ||
| IWDISHARES TR | 7,011 | $1.75M | 0.05% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PKPARK HOTELS & RESORTS INC | 1,195,835 | $12.6M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001556785-26-000016 | base | 2026-08-10 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001556785-26-000016 | Quarter ended 2026-06-30 | 2026-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-26-000008 | Quarter ended 2026-03-31 | 2026-05-11 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001556785-26-000006 | Quarter ended 2025-12-31 | 2026-03-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-26-000004 | Quarter ended 2025-12-31 | 2026-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-25-000034 | Quarter ended 2025-09-30 | 2025-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-25-000025 | Quarter ended 2025-06-30 | 2025-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-25-000022 | Quarter ended 2025-03-31 | 2025-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-25-000002 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-24-000020 | Quarter ended 2024-09-30 | 2024-11-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001556785-24-000016 | Quarter ended 2024-06-30 | 2024-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-24-000014 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-24-000012 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-24-000007 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-23-000023 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-23-000021 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-23-000019 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-23-000003 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-22-000038 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-22-000034 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-22-000032 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001556785-22-000028 | Quarter ended 2021-12-31 | 2022-03-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-22-000008 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-21-000031 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-21-000029 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-21-000027 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-21-000023 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-20-000037 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-20-000029 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-20-000027 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-20-000003 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-19-000034 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-19-000032 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001556785-19-000030 | Quarter ended 2019-03-31 | 2019-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-19-000028 | Quarter ended 2019-03-31 | 2019-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-19-000002 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-18-000035 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-18-000033 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-18-000031 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-18-000009 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-17-000043 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-17-000039 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-17-000035 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-17-000003 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-16-000100 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-16-000094 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-16-000090 | Quarter ended 2016-03-31 | 2016-05-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-16-000059 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-15-000048 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-15-000044 | Quarter ended 2015-06-30 | 2015-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-15-000038 | Quarter ended 2015-03-31 | 2015-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-15-000003 | Quarter ended 2014-12-31 | 2015-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-14-000007 | Quarter ended 2014-09-30 | 2014-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-14-000005 | Quarter ended 2014-06-30 | 2014-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-14-000004 | Quarter ended 2014-03-31 | 2014-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-14-000002 | Quarter ended 2013-12-31 | 2014-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001556785-13-000002 | Quarter ended 2013-09-30 | 2013-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000950123-13-006725 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |