Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vulcan Value Partners, LLC (CIK 1556785) reported $3.77B across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EG ($445.1M, 11.80%), MSFT ($410.5M, 10.88%), AMZN ($332.4M, 8.81%), UNH ($247.0M, 6.55%), RYAN ($222.5M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EG | EVEREST GROUP LTD | $445.1M | 11.80% | 1.4M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $410.5M | 10.88% | 1.1M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $332.4M | 8.81% | 1.6M | Trimmed |
| 4 | UNH | UNITEDHEALTH GROUP INC | $247.0M | 6.55% | 912,674 | Trimmed |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | $222.5M | 5.90% | 6.6M | Added |
| 6 | TRU | TRANSUNION | $221.9M | 5.88% | 3.2M | Added |
| 7 | TDG | TRANSDIGM GROUP INC | $213.5M | 5.66% | 184,228 | Trimmed |
| 8 | GOOG | ALPHABET INC | $194.1M | 5.14% | 676,556 | Trimmed |
| 9 | V | VISA INC | $193.3M | 5.12% | 639,454 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $191.5M | 5.08% | 383,179 | Trimmed |
| 11 | ARES | ARES MANAGEMENT CORPORATION | $184.5M | 4.89% | 1.7M | Trimmed |
| 12 | MEDP | MEDPACE HLDGS INC | $97.5M | 2.58% | 203,068 | Added |
| 13 | KMX | CARMAX INC | $91.7M | 2.43% | 2.2M | Trimmed |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | $86.9M | 2.30% | 296,771 | Trimmed |
| 15 | TPG | TPG INC | $80.5M | 2.13% | 2.0M | Added |
| 16 | NICE | NICE LTD | $63.1M | 1.67% | 572,311 | Trimmed |
| 17 | FISV | FISERV INC | $61.1M | 1.62% | 1.1M | Trimmed |
| 18 | NOW | SERVICENOW INC | $55.8M | 1.48% | 533,817 | New |
| 19 | IQV | IQVIA HLDGS INC | $42.3M | 1.12% | 248,101 | Trimmed |
| 20 | HEI.A | HEICO CORP NEW | $37.7M | 1.00% | 178,456 | Trimmed |
| 21 | CRM | SALESFORCE INC | $36.7M | 0.97% | 196,803 | Trimmed |
| 22 | JLL | JONES LANG LASALLE INC | $33.3M | 0.88% | 109,549 | Trimmed |
| 23 | CIGI | COLLIERS INTL GROUP INC | $27.3M | 0.72% | 255,321 | Added |
| 24 | G | GENPACT LIMITED | $26.5M | 0.70% | 710,313 | Trimmed |
| 25 | LFUS | LITTELFUSE INC | $26.5M | 0.70% | 78,107 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31