CIK 1556785
Vulcan Value Partners, LLC
Institutional 13F holdings & portfolio
Holdings
40
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–40 of 40
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1.1M | $1M+ | SH |
| EG | EVEREST GROUP LTD | 1.5M | $1M+ | SH |
| CRM | SALESFORCE INC | 1.5M | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.8M | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 1.1M | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 241K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 4.5M | $1M+ | SH |
| GOOG | ALPHABET INC | 932K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 1.7M | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 449K | $1M+ | SH |
| V | VISA INC | 728K | $1M+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 4.6M | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC | 386K | $1M+ | SH |
| KMX | CARMAX INC | 2.9M | $1M+ | SH |
| TPG | TPG INC | 1.7M | $1M+ | SH |
| FISV | FISERV INC | 1.4M | $1M+ | SH |
| QRVO | QORVO INC | 1.1M | $1M+ | SH |
| TRU | TRANSUNION | 1.1M | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 1.1M | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 323K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 250K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 151K | $1M+ | SH |
| LFUS | LITTELFUSE INC | 192K | $1M+ | SH |
| CCK | CROWN HLDGS INC | 400K | $1M+ | SH |
| G | GENPACT LIMITED | 747K | $1M+ | SH |
| ABM | ABM INDS INC | 659K | $1M+ | SH |
| CIGI | COLLIERS INTL GROUP INC | 184K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 47K | $1M+ | SH |
| MLKN | MILLERKNOLL INC | 1.4M | $1M+ | SH |
| ITRN | ITURAN LOCATION AND CONTROL | 540K | $1M+ | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 354K | $1M+ | SH |
| PRG | PROG HOLDINGS INC | 599K | $1M+ | SH |
| SARO | STANDARDAERO INC | 473K | $1M+ | SH |
| PK | PARK HOTELS & RESORTS INC | 1.3M | $1M+ | SH |
| VRTS | VIRTUS INVT PARTNERS INC | 77K | $1M+ | SH |
| TKR | TIMKEN CO | 138K | $1M+ | SH |
| MIDD | MIDDLEBY CORP | 70K | $1M+ | SH |
| SEE | SEALED AIR CORP NEW | 118K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |