Vulcan Value Partners
$3.3B 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Vulcan Value Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EG | EVEREST GROUP LTD | 1,036,906 | $370M | 11.3% |
| MSFT | MICROSOFT CORP | 986,905 | $368M | 11.2% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 7,912,669 | $299M | 9.1% |
| MA | MASTERCARD INCORPORATED | 502,961 | $258M | 7.9% |
| AMZN | AMAZON COM INC | 992,758 | $237M | 7.2% |
| TDG | TRANSDIGM GROUP INC | 170,429 | $227M | 6.9% |
| ARES | ARES MANAGEMENT CORPORATION | 1,902,580 | $212M | 6.4% |
| TRU | TRANSUNION | 2,707,249 | $195M | 5.9% |
| GOOG | ALPHABET INC | 539,472 | $191M | 5.8% |
| V | VISA INC | 463,268 | $159M | 4.8% |
Track Vulcan Value Partners's 13F portfolio: $3.3B in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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