Vulcan Value Partners, LLC Top Holdings and 13F Report (2025) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $5.32 billion in total holdings as of March 31, 2025.Vulcan Value Partners, LLC owns shares of 39 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.09% of the portfolio was purchased this quarter.About 16.71% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 49 new stocks and bought additional shares in 11 stocks.Vulcan Value Partners, LLC sold shares of 26 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $523,166,505Everest Group $482,832,099CoStar Group $382,949,626TransDigm Group $344,543,060Amazon.com $334,036,411 Largest New Holdings this Quarter 872657101 - TPG $86,332,362 Holding854502101 - Stanley Black & Decker $72,062,993 Holding Largest Purchases this Quarter Everest Group 350,019 shares (about $127.19M)TPG 1,819,376 shares (about $86.33M)Microsoft 204,881 shares (about $76.94M)Stanley Black & Decker 938,140 shares (about $72.06M)Medpace 224,578 shares (about $68.33M) Largest Sales this Quarter Skyworks Solutions 3,509,555 shares (about $226.82M)CBRE Group 460,505 shares (about $60.23M)Mastercard 80,800 shares (about $44.29M)Visa 101,508 shares (about $35.56M)Amazon.com 181,304 shares (about $34.50M) 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$523,166,505$76,939,111 ▲17.2%1,393,1399.8%Computer and TechnologyEGEverest Group$482,832,099$127,189,236 ▲35.8%1,328,7329.1%FinanceCSGPCoStar Group$382,949,626$21,071,718 ▼-5.2%4,833,4777.2%Computer and TechnologyTDGTransDigm Group$344,543,060$18,382,013 ▲5.6%249,0266.5%AerospaceAMZNAmazon.com$334,036,411$34,501,027 ▼-9.4%1,755,3726.3%Retail/WholesaleVVisa$316,017,697$35,562,922 ▼-10.1%902,0165.9%Business ServicesMAMastercard$314,815,950$44,288,936 ▼-12.3%574,3455.9%Business ServicesGOOGAlphabet$290,930,794$11,818,791 ▼-3.9%1,861,4095.5%Computer and TechnologyCGThe Carlyle Group$225,906,736$6,678,861 ▼-2.9%5,180,4384.2%FinanceCBRECBRE Group$205,702,320$60,227,341 ▼-22.6%1,572,8233.9%FinanceCRMSalesforce$194,199,611$6,979,314 ▼-3.5%723,5623.6%Computer and TechnologyQRVOQorvo$172,160,357$14,721,267 ▼-7.9%2,377,9593.2%Computer and TechnologyELVElevance Health$164,734,177$6,529,817 ▼-3.8%378,8743.1%MedicalNICENICE$161,339,811$14,178,328 ▲9.6%1,046,0903.0%Computer and TechnologyJLLJones Lang LaSalle$132,827,690$24,737,984 ▲22.9%536,0632.5%FinanceSWKSSkyworks Solutions$115,121,364$226,819,898 ▼-66.3%1,781,2582.2%Computer and TechnologyMEDPMedpace$99,158,947$68,327,170 ▲221.6%325,9161.9%MedicalHEI.AHEICO$97,039,092$9,632,165 ▼-9.0%459,7391.8%AerospaceKMXCarMax$95,004,237$8,494,116 ▼-8.2%1,218,1271.8%Retail/WholesaleTPGTPG$86,332,362$86,332,362 ▲New Holding1,819,3761.6%FinanceUNHUnitedHealth Group$80,431,929$20,998,522 ▲35.3%153,5861.5%MedicalSWKStanley Black & Decker$72,062,993$72,062,993 ▲New Holding938,1401.4%IndustrialsCCKCrown$66,746,628$7,033,211 ▼-9.5%745,1711.3%IndustrialsLFUSLittelfuse$44,769,078$5,402,863 ▲13.7%227,5550.8%Computer and TechnologyGGenpact$38,571,670$16,198,625 ▼-29.6%765,6150.7%Business ServicesABMABM Industries$38,070,165$2,304,018 ▼-5.7%803,8460.7%ConstructionDNBDun & Bradstreet$36,684,041$12,278,876 ▲50.3%4,103,3600.7%Business ServicesCIGIColliers International Group$33,760,577$2,652,224 ▼-7.3%278,3230.6%FinanceITRNIturan Location and Control$27,918,669$9,756,115 ▼-25.9%764,0170.5%IndustrialsMLKNMillerKnoll$21,727,125$2,472,702 ▼-10.2%1,124,1560.4%Consumer DiscretionaryARESAres Management$20,358,622$32,377,261 ▼-61.4%138,6220.4%FinanceSEESealed Air$19,319,575$1,475,606 ▼-7.1%668,4970.4%IndustrialsPRGPROG$18,134,456$8,296,998 ▲84.3%681,7460.3%FinanceVRTSVirtus Investment Partners$14,943,627$2,055,912 ▼-12.1%86,7000.3%FinanceCWKCushman & Wakefield$13,228,952$23,507,584 ▼-64.0%1,294,4180.2%FinanceTKRTimken$12,822,308$2,106,866 ▼-14.1%178,4100.2%Computer and TechnologyFBINFortune Brands Innovations$11,114,534$1,867,247 ▲20.2%182,5650.2%Retail/WholesalePKPark Hotels & Resorts$10,659,748$2,202,822 ▼-17.1%975,2740.2%FinanceMIDDMiddleby$4,460,613$8,028,951 ▼-64.3%29,3500.1%IndustrialsSSNCSS&C Technologies$0$91,887,914 ▼-100.0%00.0%Computer and TechnologyLYVLive Nation Entertainment$0$59,750,310 ▼-100.0%00.0%Consumer DiscretionaryABTAbbott Laboratories$0$41,919,956 ▼-100.0%00.0%MedicalMARMarriott International$0$30,449,301 ▼-100.0%00.0%Consumer DiscretionaryFIFiserv$0$29,999,221 ▼-100.0%00.0%Business ServicesDEODiageo$0$11,623,329 ▼-100.0%00.0%Consumer StaplesENSEnerSys$0$10,118,537 ▼-100.0%00.0%IndustrialsSPYSPDR S&P 500 ETF Trust$0$7,903,164 ▼-100.0%00.0%FinanceRTORentokil Initial$0$5,416,429 ▼-100.0%00.0%Business ServicesIWDiShares Russell 1000 Value ETF$0$617,594 ▼-100.0%00.0%ETFKKRKKR & Co. Inc.$0$342,560 ▼-100.0%00.0%FinanceIHGInterContinental Hotels Group$0$338,854 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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