Funds › Vulcan Value Partners, LLC
Vulcan Value Partners, LLC
13F for Q3 2026, filed Nov 10, 2026. 34 positions worth $3.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 911,835 | $467.7M | 14.9% | -7.6% | 13F ↗ |
| 2 | EG Everest Group, Ltd. | 964,680 | $352.3M | 11.2% | -7.0% | 13F ↗ |
| 3 | RYAN Ryan Specialty Holdings, Inc. | 6.87M | $254.0M | 8.1% | -13.2% | 13F ↗ |
| 4 | MA Mastercard Incorporated | 449,474 | $247.9M | 7.9% | -10.6% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 973,348 | $242.5M | 7.7% | -2.0% | 13F ↗ |
| 6 | TDG Transdigm Group Incorporated | 191,446 | $207.3M | 6.6% | +12.3% | 13F ↗ |
| 7 | ARES Ares Management Corporation | 1.74M | $201.8M | 6.4% | -8.7% | 13F ↗ |
| 8 | GOOG Alphabet Inc. Class C | 546,972 | $186.4M | 5.9% | +1.4% | 13F ↗ |
| 9 | V Visa Inc. | 430,794 | $154.8M | 4.9% | -7.0% | 13F ↗ |
| 10 | TRU TransUnion | 2.41M | $147.2M | 4.7% | -11.0% | 13F ↗ |
| 11 | TPG TPG Inc. | 2.21M | $97.6M | 3.1% | -6.3% | 13F ↗ |
| 12 | NOW ServiceNow, Inc. | 554,957 | $74.4M | 2.4% | -3.5% | 13F ↗ |
| 13 | HEI-A HEICO Corporation Class A | 289,667 | $66.1M | 2.1% | +88.4% | 13F ↗ |
| 14 | EFX Equifax, Inc. | 446,266 | $61.2M | 2.0% | +392% | 13F ↗ |
| 15 | ELV Elevance Health, Inc. | 137,069 | $53.3M | 1.7% | -12.1% | 13F ↗ |
| 16 | NICE NICE Ltd · ADR | 473,096 | $52.6M | 1.7% | -1.1% | 13F ↗ |
| 17 | MEDP Medpace Holdings, Inc. | 70,160 | $43.8M | 1.4% | -50.5% | 13F ↗ |
| 18 | FISV Fiserv, Inc. | 808,034 | $36.5M | 1.2% | -9.6% | 13F ↗ |
| 19 | CRM Salesforce, Inc. | 130,431 | $29.9M | 1.0% | -20.5% | 13F ↗ |
| 20 | JLL Jones Lang LaSalle Incorporated | 75,382 | $23.0M | 0.7% | -21.7% | 13F ↗ |
| 21 | SWKS Skyworks Solutions, Inc. | 202,832 | $17.3M | 0.6% | New | 13F ↗ |
| 22 | ABM ABM Industries Incorporated | 332,687 | $16.0M | 0.5% | -25.8% | 13F ↗ |
| 23 | UNH UnitedHealth Group Incorporated | 43,505 | $16.0M | 0.5% | -35.4% | 13F ↗ |
| 24 | CIGI Colliers International Group Inc. · Sub Vtg Shs | 159,937 | $14.4M | 0.5% | -24.5% | 13F ↗ |
| 25 | G Genpact Limited | 415,705 | $13.5M | 0.4% | -20.3% | 13F ↗ |
| 26 | TYL Tyler Technologies, Inc. | 36,796 | $11.7M | 0.4% | New | 13F ↗ |
| 27 | VEEV Veeva Systems Inc. | 29,640 | $8.5M | 0.3% | +39.5% | 13F ↗ |
| 28 | SARO StandardAero, Inc. | 315,488 | $6.8M | 0.2% | -29.9% | 13F ↗ |
| 29 | MLKN MillerKnoll, Inc. | 334,067 | $6.6M | 0.2% | -60.1% | 13F ↗ |
| 30 | FBIN Fortune Brands Innovations, Inc. | 147,138 | $5.6M | 0.2% | -31.5% | 13F ↗ |
| 31 | LFUS Littelfuse, Inc. | 10,920 | $4.6M | 0.1% | -37.4% | 13F ↗ |
| 32 | PRG PROG Holdings, Inc. | 138,771 | $4.3M | 0.1% | -50.6% | 13F ↗ |
| 33 | ITRN Ituran Location and Control Ltd. | 75,121 | $3.8M | 0.1% | -39.4% | 13F ↗ |
| 34 | BMI Badger Meter, Inc. | 24,700 | $3.1M | 0.1% | -64.0% | 13F ↗ |
Changes since Q2 2026
2 new, 5 added to, 27 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (5)
Trimmed (27)
| MEDP Medpace Holdings, Inc. | 70,160 | -50.5% | -$44.7M |
| RYAN Ryan Specialty Holdings, Inc. | 6.87M | -13.2% | -$38.7M |
| MSFT Microsoft Corporation | 911,835 | -7.6% | -$38.5M |
| MA Mastercard Incorporated | 449,474 | -10.6% | -$29.5M |
| EG Everest Group, Ltd. | 964,680 | -7.0% | -$26.4M |
| ARES Ares Management Corporation | 1.74M | -8.7% | -$19.3M |
| TRU TransUnion | 2.41M | -11.0% | -$18.2M |
| V Visa Inc. | 430,794 | -7.0% | -$11.7M |
| MLKN MillerKnoll, Inc. | 334,067 | -60.1% | -$9.9M |
| UNH UnitedHealth Group Incorporated | 43,505 | -35.4% | -$8.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 34 | $3.1B | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 36 | $3.3B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 33 | $3.8B | Current | SEC ↗ |
| Q4 2025 | Mar 17, 2026 | 13F-HR/A (new holdings) | 1 | $98.4K | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 40 | $5.4B * | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 40 | $5.5B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 38 | $5.7B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 39 | $5.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer