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Vulcan Value Partners, LLC

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13F filer, CIK 1556785, BIRMINGHAM, AL

Vulcan Value Partners, LLC reported $5,543,238,000 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 66.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001556785-26-000004

Period
2025-12-31
Reported value
$5.54B
Holdings
41
Top 10 weight
66.46%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RYANadded+3,989,502$206M
TRUnew+1,062,584$91M
ARESadded+346,607$56M
CSGPadded+653,412$43.9M
FISVadded+634,483$42.6M

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

SecurityShares changeApprox. value
MEDPreduced-152,866-$85.9M
IQVreduced-357,732-$80.6M
GOOGreduced-168,479-$52.9M
UNHreduced-115,071-$38M
SSNCexited-394,720-$35M

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, Q4 2025

Share positions as resolved from 13F-HR 0001556785-26-000004, largest first. % of portfolio is the value over $5,543,238,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,173 shares; 2024Q4: 1,188,258 shares; 2025Q1: 1,393,139 shares; 2025Q2: 1,218,494 shares; 2025Q3: 1,185,402 shares; 2025Q4: 1,141,578 shares 1,141,578$552M9.96%-43,824Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,141 shares; 2024Q4: 978,713 shares; 2025Q1: 1,328,732 shares; 2025Q2: 1,244,987 shares; 2025Q3: 1,417,466 shares; 2025Q4: 1,509,740 shares 1,509,740$512M9.24%+92,274Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388,214 shares; 2024Q4: 749,566 shares; 2025Q1: 723,562 shares; 2025Q2: 1,068,324 shares; 2025Q3: 1,564,357 shares; 2025Q4: 1,549,871 shares 1,549,871$411M7.42%-14,486Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282,384 shares; 2024Q4: 1,936,676 shares; 2025Q1: 1,755,372 shares; 2025Q2: 1,939,874 shares; 2025Q3: 1,880,565 shares; 2025Q4: 1,759,935 shares 1,759,935$406M7.33%-120,630Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,489 shares; 2025Q1: 153,586 shares; 2025Q2: 1,222,825 shares; 2025Q3: 1,198,338 shares; 2025Q4: 1,083,267 shares 1,083,267$358M6.45%-115,071Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,116 shares; 2024Q4: 235,740 shares; 2025Q1: 249,026 shares; 2025Q2: 231,595 shares; 2025Q3: 249,643 shares; 2025Q4: 240,620 shares 240,620$320M5.77%-9,023Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429,889 shares; 2024Q4: 5,099,438 shares; 2025Q1: 4,833,477 shares; 2025Q2: 3,716,484 shares; 2025Q3: 3,831,609 shares; 2025Q4: 4,485,021 shares 4,485,021$302M5.44%+653,412Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885,741 shares; 2024Q4: 1,937,027 shares; 2025Q1: 1,861,409 shares; 2025Q2: 1,750,416 shares; 2025Q3: 1,100,358 shares; 2025Q4: 931,879 shares 931,879$292M5.28%-168,479Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,442 shares; 2024Q4: 359,079 shares; 2025Q1: 138,622 shares; 2025Q2: 1,220,881 shares; 2025Q3: 1,350,249 shares; 2025Q4: 1,696,856 shares 1,696,856$274M4.95%+346,607Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,679 shares; 2024Q4: 655,145 shares; 2025Q1: 574,345 shares; 2025Q2: 437,891 shares; 2025Q3: 466,222 shares; 2025Q4: 449,194 shares 449,194$256M4.63%-17,028Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,316 shares; 2024Q4: 1,003,524 shares; 2025Q1: 902,016 shares; 2025Q2: 668,397 shares; 2025Q3: 751,516 shares; 2025Q4: 727,685 shares 727,685$255M4.6%-23,831Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,577 shares; 2025Q4: 4,621,079 shares 4,621,079$239M4.3%+3,989,502Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,285 shares; 2024Q4: 393,892 shares; 2025Q1: 378,874 shares; 2025Q2: 293,731 shares; 2025Q3: 419,195 shares; 2025Q4: 386,214 shares 386,214$135M2.44%-32,981Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435,596 shares; 2024Q4: 1,327,037 shares; 2025Q1: 1,218,127 shares; 2025Q2: 989,986 shares; 2025Q3: 2,328,120 shares; 2025Q4: 2,928,832 shares 2,928,832$113M2.04%+600,712Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,819,376 shares; 2025Q2: 1,984,910 shares; 2025Q3: 1,958,438 shares; 2025Q4: 1,721,916 shares 1,721,916$110M1.98%-236,522Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,095 shares; 2024Q4: 954,161 shares; 2025Q1: 1,046,090 shares; 2025Q2: 841,142 shares; 2025Q3: 753,316 shares; 2025Q4: 870,733 shares 870,733$98.4M1.78%+117,417Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,232 shares; 2024Q4: 146,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803,160 shares; 2025Q4: 1,437,643 shares 1,437,643$96.5M1.74%+634,483Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678,943 shares; 2024Q4: 2,581,296 shares; 2025Q1: 2,377,959 shares; 2025Q2: 1,320,608 shares; 2025Q3: 1,197,365 shares; 2025Q4: 1,103,354 shares 1,103,354$93.3M1.68%-94,011Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062,584 shares 1,062,584$91M1.64%newTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938,140 shares; 2025Q2: 1,142,185 shares; 2025Q3: 1,161,466 shares; 2025Q4: 1,059,558 shares 1,059,558$78.8M1.42%-101,908Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668,756 shares; 2025Q3: 680,933 shares; 2025Q4: 323,201 shares 323,201$72.9M1.31%-357,732Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,263 shares; 2024Q4: 505,373 shares; 2025Q1: 459,739 shares; 2025Q2: 261,596 shares; 2025Q3: 270,379 shares; 2025Q4: 250,065 shares 250,065$63.2M1.14%-20,314Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,134 shares; 2024Q4: 436,226 shares; 2025Q1: 536,063 shares; 2025Q2: 480,292 shares; 2025Q3: 197,663 shares; 2025Q4: 150,625 shares 150,625$50.7M0.91%-47,038Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,944 shares; 2024Q4: 200,093 shares; 2025Q1: 227,555 shares; 2025Q2: 256,760 shares; 2025Q3: 196,903 shares; 2025Q4: 192,212 shares 192,212$48.6M0.88%-4,691Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,619 shares; 2024Q4: 823,691 shares; 2025Q1: 745,171 shares; 2025Q2: 434,676 shares; 2025Q3: 429,884 shares; 2025Q4: 400,303 shares 400,303$41.2M0.74%-29,581Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383,140 shares; 2024Q4: 1,087,144 shares; 2025Q1: 765,615 shares; 2025Q2: 705,739 shares; 2025Q3: 750,224 shares; 2025Q4: 746,570 shares 746,570$34.9M0.63%-3,654Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,464 shares; 2024Q4: 852,495 shares; 2025Q1: 803,846 shares; 2025Q2: 699,964 shares; 2025Q3: 664,054 shares; 2025Q4: 658,777 shares 658,777$27.9M0.5%-5,277Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,904 shares; 2024Q4: 300,188 shares; 2025Q1: 278,323 shares; 2025Q2: 257,173 shares; 2025Q3: 186,068 shares; 2025Q4: 184,403 shares 184,403$27.1M0.49%-1,665Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,101 shares; 2024Q4: 101,338 shares; 2025Q1: 325,916 shares; 2025Q2: 287,459 shares; 2025Q3: 200,172 shares; 2025Q4: 47,306 shares 47,306$26.6M0.48%-152,866Timeline
MLKNMILLERKNOLL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,157 shares; 2024Q4: 1,252,093 shares; 2025Q1: 1,124,156 shares; 2025Q2: 1,120,968 shares; 2025Q3: 1,116,932 shares; 2025Q4: 1,389,715 shares 1,389,715$25.7M0.46%+272,783Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,621 shares; 2024Q4: 1,031,001 shares; 2025Q1: 764,017 shares; 2025Q2: 650,676 shares; 2025Q3: 602,364 shares; 2025Q4: 540,059 shares 540,059$23.4M0.42%-62,305Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,894 shares; 2025Q1: 182,565 shares; 2025Q2: 324,692 shares; 2025Q3: 299,028 shares; 2025Q4: 353,520 shares 353,520$17.7M0.32%+54,492Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,066 shares; 2024Q4: 369,829 shares; 2025Q1: 681,746 shares; 2025Q2: 678,550 shares; 2025Q3: 602,871 shares; 2025Q4: 599,125 shares 599,125$17.7M0.32%-3,746Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473,415 shares 473,415$13.6M0.25%newTimeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310,632 shares; 2024Q4: 1,176,813 shares; 2025Q1: 975,274 shares; 2025Q2: 1,002,586 shares; 2025Q3: 1,257,290 shares; 2025Q4: 1,257,968 shares 1,257,968$13.5M0.24%+678Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,077 shares; 2024Q4: 98,628 shares; 2025Q1: 86,700 shares; 2025Q2: 86,440 shares; 2025Q3: 79,267 shares; 2025Q4: 77,326 shares 77,326$12.6M0.23%-1,941Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,386 shares; 2024Q4: 207,725 shares; 2025Q1: 178,410 shares; 2025Q2: 278,516 shares; 2025Q3: 248,600 shares; 2025Q4: 138,434 shares 138,434$11.6M0.21%-110,166Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,179 shares; 2025Q1: 29,350 shares; 2025Q2: 29,251 shares; 2025Q3: 70,624 shares; 2025Q4: 69,825 shares 69,825$10.4M0.19%-799Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,595 shares; 2024Q4: 719,556 shares; 2025Q1: 668,497 shares; 2025Q2: 821,208 shares; 2025Q3: 461,920 shares; 2025Q4: 118,417 shares 118,417$4.91M0.09%-343,503Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 6,023 shares 6,023$4.14M0.07%+5,720Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares 2,748$636K0.01%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SSNCSS&C TECH HLDGS394,720$35Mshares
SWKSSKYWORKS SOLUTIONS INC311,645$24Mshares

How Q4 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001556785-26-000004 base2026-02-09acceptance time not in the bulk data set
13F-HR/A 0001556785-26-000006 addednew holdings2026-03-17acceptance time not in the bulk data set