Vulcan Value Partners, LLC Top Holdings and 13F Report (2025) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $5.98 billion in total holdings as of December 31, 2024.Vulcan Value Partners, LLC owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.87% of the portfolio was purchased this quarter.About 19.22% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 43 new stocks and bought additional shares in 14 stocks.Vulcan Value Partners, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $500,765,996Skyworks Solutions $469,161,567Amazon.com $424,914,702Alphabet $368,896,847CoStar Group $364,962,559 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $57,397,067 Holding25243Q205 - Diageo $11,623,329 Holding596278101 - Middleby $11,131,146 Holding34964C106 - Fortune Brands Innovations $10,378,935 Holding78462F103 - SPDR S&P 500 ETF Trust $7,903,164 Holding Largest Purchases this Quarter Everest Group 720,572 shares (about $261.20M)Microsoft 366,085 shares (about $154.28M)Skyworks Solutions 1,194,782 shares (about $105.95M)Qorvo 902,353 shares (about $63.09M)UnitedHealth Group 113,489 shares (about $57.40M) Largest Sales this Quarter KKR & Co. Inc. 1,851,795 shares (about $273.90M)Live Nation Entertainment 2,001,707 shares (about $259.18M)Salesforce 638,648 shares (about $213.48M)Amazon.com 345,708 shares (about $75.85M)The Carlyle Group 1,453,772 shares (about $73.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVulcan Value Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$500,765,996$154,278,717 ▲44.5%1,188,2588.4%Computer and TechnologySWKSSkyworks Solutions$469,161,567$105,947,006 ▲29.2%5,290,8137.8%Computer and TechnologyAMZNAmazon.com$424,914,702$75,849,761 ▼-15.1%1,936,6767.1%Retail/WholesaleGOOGAlphabet$368,896,847$9,767,155 ▲2.7%1,937,0276.2%Computer and TechnologyCSGPCoStar Group$364,962,559$47,919,068 ▲15.1%5,099,4386.1%Computer and TechnologyEGEverest Group$354,767,720$261,195,760 ▲279.1%978,7135.9%FinanceMAMastercard$344,911,629$6,036,460 ▲1.8%655,1455.8%Business ServicesVVisa$317,109,774$15,865,537 ▲5.3%1,003,5245.3%Business ServicesTDGTransDigm Group$298,681,017$51,470,339 ▲20.8%235,7405.0%AerospaceCGThe Carlyle Group$269,327,699$73,410,335 ▼-21.4%5,333,5964.5%FinanceCBRECBRE Group$266,900,751$9,168,459 ▲3.6%2,033,3284.5%FinanceCRMSalesforce$250,550,542$213,475,001 ▼-46.0%749,5664.2%Computer and TechnologyQRVOQorvo$180,486,640$63,093,369 ▲53.7%2,581,2963.0%Computer and TechnologyNICENICE$162,044,394$8,480,251 ▼-5.0%954,1612.7%Computer and TechnologyELVElevance Health$145,233,542$42,257,219 ▲41.0%393,8922.4%MedicalJLLJones Lang LaSalle$110,281,843$8,066,628 ▼-6.8%436,2261.8%FinanceKMXCarMax$108,445,939$8,871,480 ▼-7.6%1,327,0371.8%Retail/WholesaleHEI.AHEICO$94,034,602$10,213,366 ▼-9.8%505,3731.6%AerospaceSSNCSS&C Technologies$91,887,914$9,301,717 ▼-9.2%1,213,0721.5%Computer and TechnologyCCKCrown$68,026,907$55,670,189 ▲450.5%823,6911.1%IndustrialsARESAres Management$63,617,299$57,289,568 ▼-47.4%359,0791.1%FinanceLYVLive Nation Entertainment$59,750,310$259,175,195 ▼-81.3%461,4741.0%Consumer DiscretionaryUNHUnitedHealth Group$57,397,067$57,397,067 ▲New Holding113,4891.0%MedicalLFUSLittelfuse$47,151,889$3,970,936 ▼-7.8%200,0930.8%Computer and TechnologyCWKCushman & Wakefield$47,017,015$6,296,830 ▼-11.8%3,594,5730.8%FinanceGGenpact$46,692,840$12,713,030 ▼-21.4%1,087,1440.8%Business ServicesABMABM Industries$43,630,679$10,080,870 ▼-18.8%852,4950.7%ConstructionABTAbbott Laboratories$41,919,956$1,991,695 ▼-4.5%370,5180.7%MedicalCIGIColliers International Group$40,816,596$11,790,784 ▼-22.4%300,1880.7%FinanceDNBDun & Bradstreet$34,014,361$3,502,021 ▼-9.3%2,729,8840.6%Business ServicesMEDPMedpace$33,667,524$18,351,389 ▲119.8%101,3380.6%MedicalITRNIturan Location and Control$32,115,673$5,875,512 ▼-15.5%1,031,0010.5%IndustrialsMARMarriott International$30,449,301$3,496,155 ▼-10.3%109,3200.5%Consumer DiscretionaryFIFiserv$29,999,221$61,273,955 ▼-67.1%146,0080.5%Business ServicesMLKNMillerKnoll$28,284,785$3,206,335 ▲12.8%1,252,0930.5%Consumer DiscretionarySEESealed Air$24,342,581$2,572,400 ▼-9.6%719,5560.4%IndustrialsVRTSVirtus Investment Partners$21,755,259$3,628,303 ▼-14.3%98,6280.4%FinancePKPark Hotels & Resorts$16,557,757$1,882,833 ▼-10.2%1,176,8130.3%FinancePRGPROG$15,628,975$3,940,196 ▼-20.1%369,8290.3%FinanceTKRTimken$14,825,361$1,260,468 ▼-7.8%207,7250.2%Computer and TechnologyDEODiageo$11,623,329$11,623,329 ▲New Holding91,7760.2%Consumer StaplesMIDDMiddleby$11,131,146$11,131,146 ▲New Holding82,1790.2%IndustrialsFBINFortune Brands Innovations$10,378,935$10,378,935 ▲New Holding151,8940.2%Retail/WholesaleENSEnerSys$10,118,537$1,022,372 ▼-9.2%109,4720.2%IndustrialsSPYSPDR S&P 500 ETF Trust$7,903,164$7,903,164 ▲New Holding13,5180.1%FinanceRTORentokil Initial$5,416,429$5,416,429 ▲New Holding215,8800.1%Business ServicesIWDiShares Russell 1000 Value ETF$617,594$617,594 ▲New Holding3,3360.0%ETFKKRKKR & Co. Inc.$342,560$273,899,350 ▼-99.9%2,3160.0%FinanceIHGInterContinental Hotels Group$338,854$338,854 ▲New Holding2,7360.0%Consumer DiscretionaryAYIAcuity Brands$0$12,708,792 ▼-100.0%00.0%ConstructionSMRTSmartRent$0$3,384,420 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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