Holders — by stockHoldings — by fund
Vulcan Value Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001556785
$3.29B
disclosed book value
36
positions
11.3%
largest position share
Positions, as of 2026-06-30
top 36 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EVEREST GROUP LTD | 1.0M | $370.4M | 11.3% |
| 2 | MSFTMICROSOFT CORP | 986,905 | $368.1M | 11.2% |
| 3 | RYANRYAN SPECIALTY HOLDINGS INC | 7.9M | $298.8M | 9.1% |
| 4 | MAMASTERCARD INCORPORATED | 502,961 | $258.3M | 7.9% |
| 5 | AMZNAMAZON COM INC | 992,758 | $236.6M | 7.2% |
| 6 | TDGTRANSDIGM GROUP INC | 170,429 | $227.0M | 6.9% |
| 7 | ARESARES MANAGEMENT CORPORATION | 1.9M | $211.8M | 6.4% |
| 8 | TRUTRANSUNION | 2.7M | $195.3M | 5.9% |
| 9 | GOOGALPHABET INC | 539,472 | $190.6M | 5.8% |
| 10 | VVISA INC | 463,268 | $158.9M | 4.8% |
| 11 | TPGTPG INC | 2.4M | $95.8M | 2.9% |
| 12 | MEDPMEDPACE HLDGS INC | 141,743 | $75.1M | 2.3% |
| 13 | ELVELEVANCE HEALTH INC FORMERLY | 155,873 | $60.3M | 1.8% |
| 14 | NOWSERVICENOW INC | 574,811 | $57.1M | 1.7% |
| 15 | IQVIQVIA HLDGS INC | 259,856 | $50.2M | 1.5% |
| 16 | KMXCARMAX INC | 912,638 | $48.3M | 1.5% |
| 17 | FISVFISERV INC | 893,965 | $43.8M | 1.3% |
| 18 | NICENICE LTD | 478,421 | $43.5M | 1.3% |
| 19 | HEI/AHEICO CORP NEW | 153,718 | $39.6M | 1.2% |
| 20 | JLLJONES LANG LASALLE INC | 96,258 | $29.8M | 0.9% |
| 21 | UNHUNITEDHEALTH GROUP INC | 67,309 | $28.0M | 0.9% |
| 22 | CRMSALESFORCE INC | 164,013 | $25.7M | 0.8% |
| 23 | CIGICOLLIERS INTL GROUP INC | 211,910 | $19.9M | 0.6% |
| 24 | ABMABM INDS INC | 448,559 | $19.8M | 0.6% |
| 25 | MLKNMILLERKNOLL INC | 838,151 | $17.1M | 0.5% |
| 26 | QRVOQORVO INC | 181,315 | $16.9M | 0.5% |
| 27 | EFXEQUIFAX INC | 90,748 | $14.4M | 0.4% |
| 28 | GENPACT LIMITED | 521,587 | $14.3M | 0.4% |
| 29 | SAROSTANDARDAERO INC | 450,287 | $13.5M | 0.4% |
| 30 | PRGPROG HOLDINGS INC | 281,066 | $13.1M | 0.4% |
| 31 | FBINFORTUNE BRANDS INNOVATIONS I | 214,798 | $11.8M | 0.4% |
| 32 | BMIBADGER METER INC | 68,684 | $10.2M | 0.3% |
| 33 | LFUSLITTELFUSE INC | 17,448 | $7.9M | 0.2% |
| 34 | ITURAN LOCATION AND CONTROL | 124,028 | $7.6M | 0.2% |
| 35 | VEEVVEEVA SYS INC | 21,240 | $3.8M | 0.1% |
| 36 | IWDISHARES TR | 7,011 | $1.7M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.