Vulcan Value Partners, LLC Top Holdings and 13F Report (2026) About Vulcan Value Partners, LLCInvestment ActivityVulcan Value Partners, LLC has $3.13 billion in total holdings as of September 30, 2026.Vulcan Value Partners, LLC owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.36% of the portfolio was purchased this quarter.About 13.95% of the portfolio was sold this quarter.This quarter, Vulcan Value Partners, LLC has purchased 36 new stocks and bought additional shares in 5 stocks.Vulcan Value Partners, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $467,680,172Everest Group $352,272,354Ryan Specialty $254,026,672Mastercard $247,871,427Amazon.com $242,509,654 Largest New Holdings this Quarter 83088M102 - Skyworks Solutions $17,338,079 Holding902252105 - Tyler Technologies $11,723,206 Holding Largest Purchases this Quarter Equifax 355,518 shares (about $48.79M)Heico 135,949 shares (about $31.04M)Transdigm Group 21,017 shares (about $22.75M)Skyworks Solutions 202,832 shares (about $17.34M)Tyler Technologies 36,796 shares (about $11.72M) Largest Sales this Quarter Medpace 71,583 shares (about $44.68M)Ryan Specialty 1,047,083 shares (about $38.74M)Microsoft 75,070 shares (about $38.50M)Mastercard 53,487 shares (about $29.50M)Everest Group 72,226 shares (about $26.37M) 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$467,680,172$38,503,403 ▼-7.6%911,83514.9%TechnologyEGEverest Group$352,272,354$26,374,780 ▼-7.0%964,68011.2%FinanceRYANRyan Specialty$254,026,672$38,742,069 ▼-13.2%6,865,5868.1%FinanceMAMastercard$247,871,427$29,496,476 ▼-10.6%449,4747.9%FinanceAMZNAmazon.com$242,509,654$4,836,001 ▼-2.0%973,3487.7%Consumer DiscretionaryTDGTransdigm Group$207,259,440$22,753,004 ▲12.3%191,4466.6%IndustrialsARESAres Management$201,760,687$19,262,032 ▼-8.7%1,736,7716.4%FinanceGOOGAlphabet$186,375,239$2,555,550 ▲1.4%546,9725.9%Communication ServicesVVisa$154,797,208$11,668,882 ▼-7.0%430,7944.9%FinanceTRUTransUnion$147,218,480$18,248,601 ▼-11.0%2,408,6794.7%IndustrialsTPGTPG$97,645,391$6,583,578 ▼-6.3%2,212,6763.1%FinanceNOWServiceNow$74,369,788$2,660,635 ▼-3.5%554,9572.4%TechnologyHEI.AHeico$66,139,666$31,041,235 ▲88.4%289,6672.1%IndustrialsEFXEquifax$61,245,546$48,791,290 ▲391.8%446,2662.0%IndustrialsELVElevance Health$53,295,169$7,311,371 ▼-12.1%137,0691.7%HealthcareNICENiCE$52,641,392$592,513 ▼-1.1%473,0961.7%TechnologyMEDPMedpace$43,792,469$44,680,677 ▼-50.5%70,1601.4%HealthcareFISERV INC$36,506,976$3,882,363 ▼-9.6%808,0341.2%EquityCRMSalesforce$29,943,045$7,709,420 ▼-20.5%130,4311.0%TechnologyJLLJones Lang LaSalle$23,030,709$6,378,036 ▼-21.7%75,3820.7%Real EstateSWKSSkyworks Solutions$17,338,079$17,338,079 ▲New Holding202,8320.6%TechnologyABMABM Industries$16,002,224$5,573,436 ▼-25.8%332,6870.5%IndustrialsUNHUnitedHealth Group$15,969,815$8,737,972 ▼-35.4%43,5050.5%HealthcareCIGIColliers International Group$14,362,387$4,667,190 ▼-24.5%159,9370.5%Real EstateGGenpact$13,522,884$3,444,342 ▼-20.3%415,7050.4%IndustrialsTYLTyler Technologies$11,723,206$11,723,206 ▲New Holding36,7960.4%TechnologyVEEVVeeva Systems$8,460,738$2,397,780 ▲39.5%29,6400.3%HealthcareSTANDARDAERO INC$6,764,452$2,890,257 ▼-29.9%315,4880.2%EquityMLKNMillerKnoll$6,567,766$9,910,305 ▼-60.1%334,0670.2%IndustrialsFBINFortune Brands Innovations$5,598,589$2,574,458 ▼-31.5%147,1380.2%IndustrialsLFUSLittelfuse$4,627,441$2,766,294 ▼-37.4%10,9200.1%TechnologyPRGPROG$4,290,799$4,399,761 ▼-50.6%138,7710.1%FinanceITRNIturan Location and Control$3,847,686$2,505,009 ▼-39.4%75,1210.1%TechnologyBMIBadger Meter$3,051,409$5,433,732 ▼-64.0%24,7000.1%TechnologyIQVIQVIA$0$50,209,376 ▼-100.0%00.0%HealthcareKMXCarMax$0$48,269,424 ▼-100.0%00.0%Consumer DiscretionaryQRVOQorvo$0$16,911,250 ▼-100.0%00.0%TechnologyIWDiShares Russell 1000 Value ETF$0$1,748,578 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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