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Vulcan Value Partners, LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,036,906 shares 1,036,906$370M11.28%-324,959Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 986,905 shares 986,905$368M11.21%-122,086Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,912,669 shares 7,912,669$299M9.09%+1,317,334Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 502,961 shares 502,961$258M7.86%+119,782Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 992,758 shares 992,758$237M7.2%-603,110Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 170,429 shares 170,429$227M6.91%-13,799Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,902,580 shares 1,902,580$212M6.45%+211,404Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,707,249 shares 2,707,249$195M5.94%-500,156Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 539,472 shares 539,472$191M5.8%-137,084Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 463,268 shares 463,268$159M4.84%-176,186Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,361,862 shares 2,361,862$95.8M2.92%+375,836Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 141,743 shares 141,743$75.1M2.28%-61,325Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 155,873 shares 155,873$60.3M1.83%-140,898Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 533,817 shares; 2026Q2: 574,811 shares 574,811$57.1M1.74%+40,994Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 259,856 shares 259,856$50.2M1.53%+11,755Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 912,638 shares 912,638$48.3M1.47%-1,292,238Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 893,965 shares 893,965$43.8M1.33%-200,694Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 478,421 shares 478,421$43.5M1.32%-93,890Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 153,718 shares 153,718$39.6M1.21%-24,738Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 96,258 shares 96,258$29.8M0.91%-13,291Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,309 shares 67,309$28M0.85%-845,365Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 164,013 shares 164,013$25.7M0.78%-32,790Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 211,910 shares 211,910$19.9M0.6%-43,411Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 448,559 shares 448,559$19.8M0.6%-181,737Timeline
MLKNMILLERKNOLL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 838,151 shares 838,151$17.1M0.52%-486,458Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 181,315 shares 181,315$16.9M0.51%-87,498Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,748 shares 90,748$14.4M0.44%newTimeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 521,587 shares 521,587$14.3M0.44%-188,726Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473,415 shares; 2026Q1: 716,983 shares; 2026Q2: 450,287 shares 450,287$13.5M0.41%-266,696Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 281,066 shares 281,066$13.1M0.4%-285,248Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 214,798 shares 214,798$11.8M0.36%-128,765Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,684 shares 68,684$10.2M0.31%newTimeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,448 shares 17,448$7.94M0.24%-60,659Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,028 shares 124,028$7.57M0.23%-369,812Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,240 shares 21,240$3.77M0.11%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: not reported; 2026Q2: 7,011 shares 7,011$1.75M0.05%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
PKPARK HOTELS & RESORTS INC1,195,835$12.6Mshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001556785-26-000016 base2026-08-10acceptance time not in the bulk data set