Vulcan Value Partners, LLC Top Holdings and 13F Report (2026) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $3.29 billion in total holdings as of June 30, 2026.Vulcan Value Partners, LLC owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.68% of the portfolio was purchased this quarter.About 34.58% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 33 new stocks and bought additional shares in 6 stocks.Vulcan Value Partners, LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Everest Group $370,414,055Microsoft $368,135,303Ryan Specialty $298,782,388Mastercard $258,320,770Amazon.com $236,613,942 Largest New Holdings this Quarter 294429105 - Equifax $14,403,523 Holding056525108 - Badger Meter $10,191,378 Holding922475108 - Veeva Systems $3,769,463 Holding464287598 - iShares Russell 1000 Value ETF $1,748,578 Holding Largest Purchases this Quarter Mastercard 119,782 shares (about $61.52M)Ryan Specialty 1,317,334 shares (about $49.74M)Ares Management 211,404 shares (about $23.53M)TPG 375,836 shares (about $15.24M)Equifax 90,748 shares (about $14.40M) Largest Sales this Quarter UnitedHealth Group 845,365 shares (about $351.36M)Amazon.com 603,110 shares (about $143.75M)Everest Group 324,959 shares (about $116.09M)CarMax 1,292,238 shares (about $68.35M)Visa 176,186 shares (about $60.45M) 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$370,414,055$116,085,143 â–¼-23.9%1,036,90611.3%FinanceMSFTMicrosoft$368,135,303$45,540,520 â–¼-11.0%986,90511.2%TechnologyRYANRyan Specialty$298,782,388$49,742,533 â–²20.0%7,912,6699.1%FinanceMAMastercard$258,320,770$61,520,035 â–²31.3%502,9617.9%FinanceAMZNAmazon.com$236,613,942$143,745,238 â–¼-37.8%992,7587.2%Consumer DiscretionaryTDGTransdigm Group$227,018,245$18,380,820 â–¼-7.5%170,4296.9%IndustrialsARESAres Management$211,776,180$23,531,379 â–²12.5%1,902,5806.4%FinanceTRUTransUnion$195,300,968$36,081,258 â–¼-15.6%2,707,2495.9%IndustrialsGOOGAlphabet$190,611,642$48,435,890 â–¼-20.3%539,4725.8%Communication ServicesVVisa$158,942,618$60,447,655 â–¼-27.6%463,2684.8%FinanceTPGTPG$95,773,504$15,240,150 â–²18.9%2,361,8622.9%FinanceMEDPMedpace$75,065,675$32,477,107 â–¼-30.2%141,7432.3%HealthcareELVElevance Health$60,280,765$54,489,483 â–¼-47.5%155,8731.8%HealthcareNOWServiceNow$57,067,236$4,069,884 â–²7.7%574,8111.7%TechnologyIQVIQVIA$50,209,376$2,271,301 â–²4.7%259,8561.5%HealthcareKMXCarMax$48,269,424$68,346,468 â–¼-58.6%912,6381.5%Consumer DiscretionaryFISERV INC$43,848,983$9,844,041 â–¼-18.3%893,9651.3%EquityNICENiCE$43,464,548$8,529,907 â–¼-16.4%478,4211.3%TechnologyHEI.AHeico$39,645,409$6,380,178 â–¼-13.9%153,7181.2%IndustrialsJLLJones Lang LaSalle$29,835,167$4,119,545 â–¼-12.1%96,2580.9%Real EstateUNHUnitedHealth Group$27,975,640$351,359,059 â–¼-92.6%67,3090.9%HealthcareCRMSalesforce$25,694,277$5,136,881 â–¼-16.7%164,0130.8%TechnologyCIGIColliers International Group$19,874,992$4,071,508 â–¼-17.0%211,9100.6%Real EstateABMABM Industries$19,844,257$8,040,048 â–¼-28.8%448,5590.6%IndustrialsMLKNMillerKnoll$17,148,563$9,952,927 â–¼-36.7%838,1510.5%IndustrialsQRVOQorvo$16,911,250$8,160,938 â–¼-32.5%181,3150.5%TechnologyEFXEquifax$14,403,523$14,403,523 â–²New Holding90,7480.4%IndustrialsGGenpact$14,343,653$5,189,969 â–¼-26.6%521,5870.4%IndustrialsSTANDARDAERO INC$13,484,115$7,986,372 â–¼-37.2%450,2870.4%EquityPRGPROG$13,100,485$13,295,408 â–¼-50.4%281,0660.4%FinanceFBINFortune Brands Innovations$11,792,427$7,069,209 â–¼-37.5%214,7980.4%IndustrialsBMIBadger Meter$10,191,378$10,191,378 â–²New Holding68,6840.3%TechnologyLFUSLittelfuse$7,944,681$27,620,152 â–¼-77.7%17,4480.2%TechnologyITRNIturan Location and Control$7,566,930$22,562,176 â–¼-74.9%124,0280.2%TechnologyVEEVVeeva Systems$3,769,463$3,769,463 â–²New Holding21,2400.1%HealthcareIWDiShares Russell 1000 Value ETF$1,748,578$1,748,578 â–²New Holding7,0110.1%ETFPKPark Hotels & Resorts$0$12,592,142 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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