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Vulcan Value Partners, LLC

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13F filer, CIK 1556785, BIRMINGHAM, AL

Vulcan Value Partners, LLC reported $3,772,296,111 across 33 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 70.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001556785-26-000008

Period
2026-03-31
Reported value
$3.77B
Holdings
33
Top 10 weight
70.83%
New
1
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TRUadded+2,144,821$148M
MEDPadded+155,762$74.8M
RYANadded+1,974,256$66.6M
NOWnew+533,817$55.8M
TPGadded+264,110$10.7M

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
CSGPexited-4,485,021-$302M
CRMreduced-1,353,068-$253M
SWKexited-1,059,558-$78.8M
GOOGreduced-255,323-$73.2M
TDGreduced-56,392-$65.4M

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, Q1 2026

Share positions as resolved from 13F-HR 0001556785-26-000008, largest first. % of portfolio is the value over $3,772,296,111, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,361,865 shares 1,361,865$445M11.8%-147,875Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,108,991 shares 1,108,991$411M10.88%-32,587Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,595,868 shares 1,595,868$332M8.81%-164,067Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 912,674 shares 912,674$247M6.55%-170,593Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,577 shares; 2025Q4: 4,621,079 shares; 2026Q1: 6,595,335 shares 6,595,335$223M5.9%+1,974,256Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062,584 shares; 2026Q1: 3,207,405 shares 3,207,405$222M5.88%+2,144,821Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 184,228 shares 184,228$214M5.66%-56,392Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 676,556 shares 676,556$194M5.14%-255,323Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 639,454 shares 639,454$193M5.12%-88,231Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 383,179 shares 383,179$191M5.08%-66,015Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,691,176 shares 1,691,176$185M4.89%-5,680Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 203,068 shares 203,068$97.5M2.58%+155,762Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,204,876 shares 2,204,876$91.7M2.43%-723,956Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 296,771 shares 296,771$86.9M2.3%-89,443Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,986,026 shares 1,986,026$80.5M2.13%+264,110Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 572,311 shares 572,311$63.1M1.67%-298,422Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,094,659 shares 1,094,659$61.1M1.62%-342,984Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 533,817 shares 533,817$55.8M1.48%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668,756 shares; 2025Q3: 680,933 shares; 2025Q4: 323,201 shares; 2026Q1: 248,101 shares 248,101$42.3M1.12%-75,100Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 178,456 shares 178,456$37.7M1%-71,609Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 196,803 shares 196,803$36.7M0.97%-1,353,068Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 109,549 shares 109,549$33.3M0.88%-41,076Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 255,321 shares 255,321$27.3M0.72%+70,918Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 78,107 shares 78,107$26.5M0.7%-114,105Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 710,313 shares 710,313$26.5M0.7%-36,257Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 630,296 shares 630,296$24.3M0.64%-28,481Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 493,840 shares 493,840$24.2M0.64%-46,219Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 268,813 shares 268,813$20.8M0.55%-834,541Timeline
MLKNMILLERKNOLL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,324,609 shares 1,324,609$19.2M0.51%-65,106Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473,415 shares; 2026Q1: 716,983 shares 716,983$18.5M0.49%+243,568Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 566,314 shares 566,314$16.2M0.43%-32,811Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 343,563 shares 343,563$13.4M0.35%-9,957Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,195,835 shares 1,195,835$12.6M0.33%-62,133Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CSGPCOSTAR GROUP INC4,485,021$302Mshares
SWKSTANLEY BLACK & DECKER INC1,059,558$78.8Mshares
CCKCROWN HLDGS INC400,303$41.2Mshares
VRTSVIRTUS INVT PARTNERS INC77,326$12.6Mshares
TKRTIMKEN CO138,434$11.6Mshares
MIDDMIDDLEBY CORP69,825$10.4Mshares
SEESEALED AIR CORP NEW118,417$4.91Mshares
SPYSTATE STR SPDR S&P 500 ETF T6,023$4.14Mshares
IWDISHARES TR2,748$636Kshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001556785-26-000008 base2026-05-11acceptance time not in the bulk data set