Filed: 5/8/2025ACC: 0001556785-25-000022
📋 What this filing means
VULCAN VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $5.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$5.32B
Total AUM (reported)
44.46M
Total Shares
Allocation by class
EQUITY$5.32B100.0%
Portfolio Concentration
Top 3$1.39B26.1%
4–10$2.03B38.2%
11–25$1.62B30.4%
Rest$283.20M5.3%
Top 3 weight
26.1%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 44.46M
Sole
Full voting authority
44.14M
shares
% of voting shares99.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
315.11K
shares
% of voting shares0.7%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings39
Rows:
MICROSOFT CORP
SOLEShares1.39M
TypeSH
Market value$523.17M
9.83%
Sole
1.38M
Shared
0.00
None
12.91K
EVEREST GROUP LTD
SOLEShares1.33M
TypeSH
Market value$482.83M
9.07%
Sole
1.32M
Shared
0.00
None
12.71K
COSTAR GROUP INC
SOLEShares4.83M
TypeSH
Market value$382.95M
7.19%
Sole
4.78M
Shared
0.00
None
48.93K
TRANSDIGM GROUP INC
SOLEShares249.03K
TypeSH
Market value$344.54M
6.47%
Sole
246.73K
Shared
0.00
None
2.30K
AMAZON COM INC
SOLEShares1.76M
TypeSH
Market value$334.04M
6.27%
Sole
1.74M
Shared
0.00
None
16.18K
VISA INC
SOLEShares902.02K
TypeSH
Market value$316.02M
5.94%
Sole
893.56K
Shared
0.00
None
8.46K
MASTERCARD INCORPORATED
SOLEShares574.35K
TypeSH
Market value$314.82M
5.91%
Sole
569.09K
Shared
0.00
None
5.25K
ALPHABET INC
SOLEShares1.86M
TypeSH
Market value$290.93M
5.46%
Sole
1.84M
Shared
0.00
None
18.24K
CARLYLE GROUP INC
SOLEShares5.18M
TypeSH
Market value$225.91M
4.24%
Sole
5.13M
Shared
0.00
None
50.27K
CBRE GROUP INC
SOLEShares1.57M
TypeSH
Market value$205.70M
3.86%
Sole
1.56M
Shared
0.00
None
15.82K
SALESFORCE INC
SOLEShares723.56K
TypeSH
Market value$194.20M
3.65%
Sole
717.05K
Shared
0.00
None
6.51K
QORVO INC
SOLEShares2.38M
TypeSH
Market value$172.16M
3.23%
Sole
2.36M
Shared
0.00
None
20.79K
ELEVANCE HEALTH INC
SOLEShares378.87K
TypeSH
Market value$164.73M
3.09%
Sole
375.22K
Shared
0.00
None
3.65K
NICE LTD
SOLEShares1.05M
TypeSH
Market value$161.34M
3.03%
Sole
1.04M
Shared
0.00
None
9.66K
JONES LANG LASALLE INC
SOLEShares536.06K
TypeSH
Market value$132.83M
2.49%
Sole
531.10K
Shared
0.00
None
4.97K
SKYWORKS SOLUTIONS INC
SOLEShares1.78M
TypeSH
Market value$115.12M
2.16%
Sole
1.76M
Shared
0.00
None
18.22K
MEDPACE HLDGS INC
SOLEShares325.92K
TypeSH
Market value$99.16M
1.86%
Sole
323.12K
Shared
0.00
None
2.80K
HEICO CORP NEW
SOLEShares459.74K
TypeSH
Market value$97.04M
1.82%
Sole
455.34K
Shared
0.00
None
4.39K
CARMAX INC
SOLEShares1.22M
TypeSH
Market value$95.00M
1.78%
Sole
1.21M
Shared
0.00
None
12.12K
TPG INC
SOLEShares1.82M
TypeSH
Market value$86.33M
1.62%
Sole
1.80M
Shared
0.00
None
19.18K
UNITEDHEALTH GROUP INC
SOLEShares153.59K
TypeSH
Market value$80.43M
1.51%
Sole
151.75K
Shared
0.00
None
1.84K
STANLEY BLACK & DECKER INC
SOLEShares938.14K
TypeSH
Market value$72.06M
1.35%
Sole
927.09K
Shared
0.00
None
11.05K
CROWN HLDGS INC
SOLEShares745.17K
TypeSH
Market value$66.75M
1.25%
Sole
738.01K
Shared
0.00
None
7.16K
LITTELFUSE INC
SOLEShares227.56K
TypeSH
Market value$44.77M
0.84%
Sole
227.56K
Shared
0.00
None
0.00
GENPACT LIMITED
SOLEShares765.62K
TypeSH
Market value$38.57M
0.72%
Sole
765.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | Equity | 1.39M | SH | $523.17M 9.83% | 1.38M | 0.00 | 12.91K |
EVEREST GROUP LTDSOLE | Equity | 1.33M | SH | $482.83M 9.07% | 1.32M | 0.00 | 12.71K |
COSTAR GROUP INCSOLE | Equity | 4.83M | SH | $382.95M 7.19% | 4.78M | 0.00 | 48.93K |
TRANSDIGM GROUP INCSOLE | Equity | 249.03K | SH | $344.54M 6.47% | 246.73K | 0.00 | 2.30K |
AMAZON COM INCSOLE | Equity | 1.76M | SH | $334.04M 6.27% | 1.74M | 0.00 | 16.18K |
VISA INCSOLE | Equity | 902.02K | SH | $316.02M 5.94% | 893.56K | 0.00 | 8.46K |
MASTERCARD INCORPORATEDSOLE | Equity | 574.35K | SH | $314.82M 5.91% | 569.09K | 0.00 | 5.25K |
ALPHABET INCSOLE | Equity | 1.86M | SH | $290.93M 5.46% | 1.84M | 0.00 | 18.24K |
CARLYLE GROUP INCSOLE | Equity | 5.18M | SH | $225.91M 4.24% | 5.13M | 0.00 | 50.27K |
CBRE GROUP INCSOLE | Equity | 1.57M | SH | $205.70M 3.86% | 1.56M | 0.00 | 15.82K |
SALESFORCE INCSOLE | Equity | 723.56K | SH | $194.20M 3.65% | 717.05K | 0.00 | 6.51K |
QORVO INCSOLE | Equity | 2.38M | SH | $172.16M 3.23% | 2.36M | 0.00 | 20.79K |
ELEVANCE HEALTH INCSOLE | Equity | 378.87K | SH | $164.73M 3.09% | 375.22K | 0.00 | 3.65K |
NICE LTDSOLE | Equity | 1.05M | SH | $161.34M 3.03% | 1.04M | 0.00 | 9.66K |
JONES LANG LASALLE INCSOLE | Equity | 536.06K | SH | $132.83M 2.49% | 531.10K | 0.00 | 4.97K |
SKYWORKS SOLUTIONS INCSOLE | Equity | 1.78M | SH | $115.12M 2.16% | 1.76M | 0.00 | 18.22K |
MEDPACE HLDGS INCSOLE | Equity | 325.92K | SH | $99.16M 1.86% | 323.12K | 0.00 | 2.80K |
HEICO CORP NEWSOLE | Equity | 459.74K | SH | $97.04M 1.82% | 455.34K | 0.00 | 4.39K |
CARMAX INCSOLE | Equity | 1.22M | SH | $95.00M 1.78% | 1.21M | 0.00 | 12.12K |
TPG INCSOLE | Equity | 1.82M | SH | $86.33M 1.62% | 1.80M | 0.00 | 19.18K |
UNITEDHEALTH GROUP INCSOLE | Equity | 153.59K | SH | $80.43M 1.51% | 151.75K | 0.00 | 1.84K |
STANLEY BLACK & DECKER INCSOLE | Equity | 938.14K | SH | $72.06M 1.35% | 927.09K | 0.00 | 11.05K |
CROWN HLDGS INCSOLE | Equity | 745.17K | SH | $66.75M 1.25% | 738.01K | 0.00 | 7.16K |
LITTELFUSE INCSOLE | Equity | 227.56K | SH | $44.77M 0.84% | 227.56K | 0.00 | 0.00 |
GENPACT LIMITEDSOLE | Equity | 765.62K | SH | $38.57M 0.72% | 765.62K | 0.00 | 0.00 |
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