Vulcan Value Partners, LLC Top Holdings and 13F Report (2026) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $3.77 billion in total holdings as of March 31, 2026.Vulcan Value Partners, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 98.33% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 1 new stock and bought additional shares in 0 stocks.Vulcan Value Partners, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Everest Group $445,125,711Microsoft $410,515,198Amazon.com $332,371,428UnitedHealth Group $246,960,458Ryan Specialty $222,526,615 Largest New Holdings this Quarter G3223R108 - Everest Group $445,125,711 Holding594918104 - Microsoft $410,515,198 Holding023135106 - Amazon.com $332,371,428 Holding91324P102 - UnitedHealth Group $246,960,458 Holding78351F107 - Ryan Specialty $222,526,615 Holding Largest Purchases this Quarter Everest Group 1,361,865 shares (about $445.13M)Microsoft 1,108,991 shares (about $410.52M)Amazon.com 1,595,868 shares (about $332.37M)UnitedHealth Group 912,674 shares (about $246.96M)Ryan Specialty 6,595,335 shares (about $222.53M) Largest Sales this Quarter NiCE 298,422 shares (about $32.90M) 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 PortfolioSectorEGEverest Group$445,125,711$445,125,711 â–²New Holding1,361,86511.8%FinanceMSFTMicrosoft$410,515,198$410,515,198 â–²New Holding1,108,99110.9%Computer and TechnologyAMZNAmazon.com$332,371,428$332,371,428 â–²New Holding1,595,8688.8%Retail/WholesaleUNHUnitedHealth Group$246,960,458$246,960,458 â–²New Holding912,6746.5%MedicalRYANRyan Specialty$222,526,615$222,526,615 â–²New Holding6,595,3355.9%FinanceTRUTransUnion$221,920,381$221,920,381 â–²New Holding3,207,4055.9%Business ServicesTDGTransdigm Group$213,512,883$213,512,883 â–²New Holding184,2285.7%AerospaceGOOGAlphabet$194,076,854$194,076,854 â–²New Holding676,5565.1%Computer and TechnologyVVisa$193,268,577$193,268,577 â–²New Holding639,4545.1%Business ServicesMAMastercard$191,459,219$191,459,219 â–²New Holding383,1795.1%Business ServicesARESAres Management$184,507,302$184,507,302 â–²New Holding1,691,1764.9%FinanceMEDPMedpace$97,511,223$97,511,223 â–²New Holding203,0682.6%MedicalKMXCarMax$91,678,744$91,678,744 â–²New Holding2,204,8762.4%Retail/WholesaleELVElevance Health$86,879,710$86,879,710 â–²New Holding296,7712.3%MedicalTPGTPG$80,453,913$80,453,913 â–²New Holding1,986,0262.1%FinanceNICENiCE$63,103,011$32,904,010 â–¼-34.3%572,3111.7%Computer and TechnologyFISERV INC$61,081,972$61,081,972 â–²New Holding1,094,6591.6%EquityNOWServiceNow$55,810,567$55,810,567 â–²New Holding533,8171.5%Computer and TechnologyIQVIQVIA$42,311,145$42,311,145 â–²New Holding248,1011.1%MedicalHEI.AHeico$37,670,277$37,670,277 â–²New Holding178,4561.0%AerospaceCRMSalesforce$36,737,216$36,737,216 â–²New Holding196,8031.0%Computer and TechnologyJLLJones Lang LaSalle$33,337,952$33,337,952 â–²New Holding109,5490.9%FinanceCIGIColliers International Group$27,291,208$27,291,208 â–²New Holding255,3210.7%FinanceLFUSLittelfuse$26,505,664$26,505,664 â–²New Holding78,1070.7%Computer and TechnologyGGenpact$26,459,142$26,459,142 â–²New Holding710,3130.7%Computer and TechnologyABMABM Industries$24,278,999$24,278,999 â–²New Holding630,2960.6%Business ServicesITRNIturan Location and Control$24,203,098$24,203,098 â–²New Holding493,8400.6%IndustrialsQRVOQorvo$20,806,126$20,806,126 â–²New Holding268,8130.6%Computer and TechnologyMLKNMillerKnoll$19,153,851$19,153,851 â–²New Holding1,324,6090.5%Consumer DiscretionarySTANDARDAERO INC$18,549,315$18,549,315 â–²New Holding716,9830.5%EquityPRGPROG$16,247,546$16,247,546 â–²New Holding566,3140.4%FinanceFBINFortune Brands Innovations$13,388,664$13,388,664 â–²New Holding343,5630.4%Retail/WholesalePKPark Hotels & Resorts$12,592,142$12,592,142 â–²New Holding1,195,8350.3%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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