Vulcan Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Vulcan Value Partners, LLC held in its portfolio 40 assets valued at $5,444,834 (i.e. $5.45M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($552.00K), EVEREST GROUP LTD ($512.29K), and SALESFORCE INC ($411.06K).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vulcan Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 1141578 | 551996 | Equity |
| EVEREST GROUP LTD | 1509740 | 512288 | Equity |
| SALESFORCE INC | 1549871 | 411064 | Equity |
| AMAZON COM INC | 1759935 | 406173 | Equity |
| UNITEDHEALTH GROUP INC | 1083267 | 357665 | Equity |
| TRANSDIGM GROUP INC | 240620 | 320028 | Equity |
| COSTAR GROUP INC | 4485021 | 301527 | Equity |
| ALPHABET INC | 931879 | 292437 | Equity |
| ARES MANAGEMENT CORPORATION | 1696856 | 274344 | Equity |
| MASTERCARD INCORPORATED | 449194 | 256409 | Equity |
| VISA INC | 727685 | 255183 | Equity |
| RYAN SPECIALTY HOLDINGS INC | 4621079 | 238536 | Equity |
| ELEVANCE HEALTH INC | 386214 | 135424 | Equity |
| CARMAX INC | 2928832 | 113210 | Equity |
| TPG INC | 1721916 | 110024 | Equity |
| FISERV INC | 1437643 | 96507 | Equity |
| QORVO INC | 1103354 | 93291 | Equity |
| TRANSUNION | 1062584 | 91043 | Equity |
| STANLEY BLACK & DECKER INC | 1059558 | 78777 | Equity |
| IQVIA HLDGS INC | 323201 | 72852 | Equity |
| HEICO CORP NEW | 250065 | 63159 | Equity |
| JONES LANG LASALLE INC | 150625 | 50678 | Equity |
| LITTELFUSE INC | 192212 | 48614 | Equity |
| CROWN HLDGS INC | 400303 | 41232 | Equity |
| GENPACT LIMITED | 746570 | 34925 | Equity |
| ABM INDS INC | 658777 | 27866 | Equity |
| COLLIERS INTL GROUP INC | 184403 | 27133 | Equity |
| MEDPACE HLDGS INC | 47306 | 26580 | Equity |
| MILLERKNOLL INC | 1389715 | 25668 | Equity |
| ITURAN LOCATION AND CONTROL | 540059 | 23430 | Equity |
| FORTUNE BRANDS INNOVATIONS I | 353520 | 17683 | Equity |
| PROG HOLDINGS INC | 599125 | 17668 | Equity |
| STANDARDAERO INC | 473415 | 13618 | Equity |
| PARK HOTELS & RESORTS INC | 1257968 | 13473 | Equity |
| VIRTUS INVT PARTNERS INC | 77326 | 12616 | Equity |
| TIMKEN CO | 138434 | 11646 | Equity |
| MIDDLEBY CORP | 69825 | 10381 | Equity |
| SEALED AIR CORP NEW | 118417 | 4906 | Equity |
| SPDR S&P 500 ETF TR | 6023 | 4144 | Equity |
| ISHARES TR | 2748 | 636 | Equity |