Vulcan Value Partners, LLC Top Holdings and 13F Report (2025) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $5.67 billion in total holdings as of June 30, 2025.Vulcan Value Partners, LLC owns shares of 38 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.61% of the portfolio was purchased this quarter.About 19.56% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 39 new stocks and bought additional shares in 11 stocks.Vulcan Value Partners, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $623,705,520Amazon.com $439,226,528Everest Group $435,661,452UnitedHealth Group $395,120,333Transdigm Group $361,014,620 Largest New Holdings this Quarter 46266C105 - IQVIA $114,246,838 Holding78467J100 - SS&C Technologies $43,409,447 Holding Largest Purchases this Quarter UnitedHealth Group 1,069,239 shares (about $345.49M)Ares Management 1,082,259 shares (about $192.60M)IQVIA 668,756 shares (about $114.25M)Salesforce 344,762 shares (about $96.82M)SS&C Technologies 474,715 shares (about $43.41M) Largest Sales this Quarter Qorvo 1,057,351 shares (about $96.28M)CoStar Group 1,116,993 shares (about $92.91M)Microsoft 174,645 shares (about $89.39M)Visa 233,619 shares (about $85.66M)Skyworks Solutions 974,473 shares (about $79.44M) 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$623,705,520$89,394,819 ▼-12.5%1,218,49411.0%Computer and TechnologyAMZNAmazon.com$439,226,528$41,774,967 ▲10.5%1,939,8747.7%Retail/WholesaleEGEverest Group$435,661,452$29,305,100 ▼-6.3%1,244,9877.7%FinanceUNHUnitedHealth Group$395,120,333$345,493,484 ▲696.2%1,222,8257.0%MedicalTDGTransdigm Group$361,014,620$27,171,769 ▼-7.0%231,5956.4%AerospaceGOOGAlphabet$320,176,889$20,302,256 ▼-6.0%1,750,4165.6%Computer and TechnologyCSGPCoStar Group$309,132,636$92,910,124 ▼-23.1%3,716,4845.4%Computer and TechnologyCRMSalesforce$300,013,720$96,818,316 ▲47.6%1,068,3245.3%Computer and TechnologyMAMastercard$253,801,820$79,088,800 ▼-23.8%437,8914.5%Business ServicesVVisa$245,076,292$85,659,388 ▼-25.9%668,3974.3%Business ServicesARESAres Management$217,265,923$192,596,986 ▲780.7%1,220,8813.8%FinanceCBRECBRE Group$215,378,613$11,698,913 ▼-5.2%1,491,7923.8%FinanceNICENice$152,886,514$37,251,481 ▼-19.6%841,1422.7%Computer and TechnologyJLLJones Lang LaSalle$131,287,772$15,244,997 ▼-10.4%480,2922.3%FinanceELVElevance Health$123,827,013$35,893,397 ▼-22.5%293,7312.2%MedicalQRVOQorvo$120,253,610$96,281,618 ▼-44.5%1,320,6082.1%Computer and TechnologyIQVIQVIA$114,246,838$114,246,838 ▲New Holding668,7562.0%MedicalTPGTPG$113,467,094$9,462,727 ▲9.1%1,984,9102.0%FinanceMEDPMedpace$96,855,802$12,957,617 ▼-11.8%287,4591.7%MedicalSWKStanley Black & Decker$85,478,988$15,270,346 ▲21.7%1,142,1851.5%IndustrialsHEI.AHeico$73,141,432$55,400,170 ▼-43.1%261,5961.3%AerospaceKMXCarMax$72,272,227$16,655,042 ▼-18.7%989,9861.3%Retail/WholesaleSWKSSkyworks Solutions$65,768,721$79,438,565 ▼-54.7%806,7851.2%Computer and TechnologyLFUSLittelfuse$58,215,289$6,621,660 ▲12.8%256,7601.0%Computer and TechnologyCCKCrown$48,166,970$34,406,324 ▼-41.7%434,6760.8%IndustrialsSSNCSS&C Technologies$43,409,447$43,409,447 ▲New Holding474,7150.8%Computer and TechnologyCIGIColliers International Group$33,604,374$2,763,636 ▼-7.6%257,1730.6%FinanceABMABM Industries$33,045,309$4,904,270 ▼-12.9%699,9640.6%Business ServicesGGenpact$31,059,561$2,635,142 ▼-7.8%705,7390.5%Computer and TechnologySEESealed Air$25,482,084$4,738,622 ▲22.8%821,2080.4%IndustrialsITRNIturan Location and Control$25,444,682$4,432,199 ▼-14.8%650,6760.4%IndustrialsMLKNMillerKnoll$21,979,381$62,509 ▼-0.3%1,120,9680.4%Consumer DiscretionaryTKRTimken$20,206,315$7,262,683 ▲56.1%278,5160.4%Computer and TechnologyPRGAaron's$19,915,439$93,803 ▼-0.5%678,5500.4%FinanceFBINFortune Brands Innovations$16,715,139$7,316,696 ▲77.9%324,6920.3%Retail/WholesaleVRTSVirtus Investment Partners$15,680,256$47,164 ▼-0.3%86,4400.3%FinancePKPark Hotels & Resorts$10,507,100$286,230 ▲2.8%1,002,5860.2%FinanceMIDDMiddleby$4,212,144$14,256 ▼-0.3%29,2510.1%IndustrialsCGCarlyle Group$0$225,906,736 ▼-100.0%00.0%FinanceDNBDun & Bradstreet$0$36,684,041 ▼-100.0%00.0%Business ServicesCWKCushman & Wakefield$0$13,228,952 ▼-100.0%00.0%FinanceShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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