VULCAN VALUE PARTNERS, LLC

Filed: 8/13/2025ACC: 0001556785-25-000025

📋 What this filing means

VULCAN VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $5.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$5.67B

Total AUM (reported)

33.11M

Total Shares

Allocation by class

EQUITY$5.67B100.0%

Portfolio Concentration

Top 3$1.50B26.4%

4–10$2.18B38.5%

11–25$1.69B29.8%

Rest$301.26M5.3%

Top 3 weight

26.4%

Top 10 weight

64.9%

Voting Authority Distribution

Total shares with voting rights: 33.35M

Sole

Full voting authority

33.11M

% of voting shares99.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

235.05K

% of voting shares0.7%

Investment Discretion (by position count)

Sole38

Shared0

Other0

Dominant voting typeSole · 99.3% of voting shares

Institutional Holdings38

Rows:

MICROSOFT CORP

SOLE

Equity

Shares1.22M

TypeSH

Market value$623.71M

10.99%

Sole

1.22M

Shared

0.00

None

10.83K

AMAZON COM INC

SOLE

Equity

Shares1.94M

TypeSH

Market value$439.23M

7.74%

Sole

1.94M

Shared

0.00

None

17.39K

EVEREST GROUP LTD

SOLE

Equity

Shares1.24M

TypeSH

Market value$435.66M

7.68%

Sole

1.24M

Shared

0.00

None

11.29K

UNITEDHEALTH GROUP INC

SOLE

Equity

Shares1.22M

TypeSH

Market value$395.12M

6.97%

Sole

1.22M

Shared

0.00

None

11.25K

TRANSDIGM GROUP INC

SOLE

Equity

Shares231.59K

TypeSH

Market value$361.01M

6.36%

Sole

231.59K

Shared

0.00

None

2.08K

ALPHABET INC

SOLE

Equity

Shares1.75M

TypeSH

Market value$320.18M

5.64%

Sole

1.75M

Shared

0.00

None

16.18K

COSTAR GROUP INC

SOLE

Equity

Shares3.72M

TypeSH

Market value$309.13M

5.45%

Sole

3.72M

Shared

0.00

None

35.73K

SALESFORCE INC

SOLE

Equity

Shares1.07M

TypeSH

Market value$300.01M

5.29%

Sole

1.07M

Shared

0.00

None

9.79K

MASTERCARD INCORPORATED

SOLE

Equity

Shares437.89K

TypeSH

Market value$253.80M

4.47%

Sole

437.89K

Shared

0.00

None

3.85K

VISA INC

SOLE

Equity

Shares668.40K

TypeSH

Market value$245.08M

4.32%

Sole

668.40K

Shared

0.00

None

6.18K

ARES MANAGEMENT CORPORATION

SOLE

Equity

Shares1.22M

TypeSH

Market value$217.27M

3.83%

Sole

1.22M

Shared

0.00

None

11.59K

CBRE GROUP INC

SOLE

Equity

Shares1.49M

TypeSH

Market value$215.38M

3.80%

Sole

1.49M

Shared

0.00

None

14.14K

NICE LTD

SOLE

Equity

Shares841.14K

TypeSH

Market value$152.89M

2.70%

Sole

841.14K

Shared

0.00

None

6.47K

JONES LANG LASALLE INC

SOLE

Equity

Shares480.29K

TypeSH

Market value$131.29M

2.31%

Sole

480.29K

Shared

0.00

None

3.34K

ELEVANCE HEALTH INC

SOLE

Equity

Shares293.73K

TypeSH

Market value$123.83M

2.18%

Sole

293.73K

Shared

0.00

None

2.50K

QORVO INC

SOLE

Equity

Shares1.32M

TypeSH

Market value$120.25M

2.12%

Sole

1.32M

Shared

0.00

None

9.20K

IQVIA HLDGS INC

SOLE

Equity

Shares668.76K

TypeSH

Market value$114.25M

2.01%

Sole

668.76K

Shared

0.00

None

5.69K

TPG INC

SOLE

Equity

Shares1.98M

TypeSH

Market value$113.47M

2.00%

Sole

1.98M

Shared

0.00

None

18.38K

MEDPACE HLDGS INC

SOLE

Equity

Shares287.46K

TypeSH

Market value$96.86M

1.71%

Sole

287.46K

Shared

0.00

None

2.08K

STANLEY BLACK & DECKER INC

SOLE

Equity

Shares1.14M

TypeSH

Market value$85.48M

1.51%

Sole

1.14M

Shared

0.00

None

11.36K

HEICO CORP NEW

SOLE

Equity

Shares261.60K

TypeSH

Market value$73.14M

1.29%

Sole

261.60K

Shared

0.00

None

2.25K

CARMAX INC

SOLE

Equity

Shares989.99K

TypeSH

Market value$72.27M

1.27%

Sole

989.99K

Shared

0.00

None

8.01K

SKYWORKS SOLUTIONS INC

SOLE

Equity

Shares806.78K

TypeSH

Market value$65.77M

1.16%

Sole

806.78K

Shared

0.00

None

7.16K

LITTELFUSE INC

SOLE

Equity

Shares256.76K

TypeSH

Market value$58.22M

1.03%

Sole

256.76K

Shared

0.00

None

0.00

CROWN HLDGS INC

SOLE

Equity

Shares434.68K

TypeSH

Market value$48.17M

0.85%

Sole

434.68K

Shared

0.00

None

3.40K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MICROSOFT CORPSOLE	Equity	1.22M	SH	$623.71M 10.99%	1.22M	10.83K
AMAZON COM INCSOLE	Equity	1.94M	SH	$439.23M 7.74%	1.94M	17.39K
EVEREST GROUP LTDSOLE	Equity	1.24M	SH	$435.66M 7.68%	1.24M	11.29K
UNITEDHEALTH GROUP INCSOLE	Equity	1.22M	SH	$395.12M 6.97%	1.22M	11.25K
TRANSDIGM GROUP INCSOLE	Equity	231.59K	SH	$361.01M 6.36%	231.59K	2.08K
ALPHABET INCSOLE	Equity	1.75M	SH	$320.18M 5.64%	1.75M	16.18K
COSTAR GROUP INCSOLE	Equity	3.72M	SH	$309.13M 5.45%	3.72M	35.73K
SALESFORCE INCSOLE	Equity	1.07M	SH	$300.01M 5.29%	1.07M	9.79K
MASTERCARD INCORPORATEDSOLE	Equity	437.89K	SH	$253.80M 4.47%	437.89K	3.85K
VISA INCSOLE	Equity	668.40K	SH	$245.08M 4.32%	668.40K	6.18K
ARES MANAGEMENT CORPORATIONSOLE	Equity	1.22M	SH	$217.27M 3.83%	1.22M	11.59K
CBRE GROUP INCSOLE	Equity	1.49M	SH	$215.38M 3.80%	1.49M	14.14K
NICE LTDSOLE	Equity	841.14K	SH	$152.89M 2.70%	841.14K	6.47K
JONES LANG LASALLE INCSOLE	Equity	480.29K	SH	$131.29M 2.31%	480.29K	3.34K
ELEVANCE HEALTH INCSOLE	Equity	293.73K	SH	$123.83M 2.18%	293.73K	2.50K
QORVO INCSOLE	Equity	1.32M	SH	$120.25M 2.12%	1.32M	9.20K
IQVIA HLDGS INCSOLE	Equity	668.76K	SH	$114.25M 2.01%	668.76K	5.69K
TPG INCSOLE	Equity	1.98M	SH	$113.47M 2.00%	1.98M	18.38K
MEDPACE HLDGS INCSOLE	Equity	287.46K	SH	$96.86M 1.71%	287.46K	2.08K
STANLEY BLACK & DECKER INCSOLE	Equity	1.14M	SH	$85.48M 1.51%	1.14M	11.36K
HEICO CORP NEWSOLE	Equity	261.60K	SH	$73.14M 1.29%	261.60K	2.25K
CARMAX INCSOLE	Equity	989.99K	SH	$72.27M 1.27%	989.99K	8.01K
SKYWORKS SOLUTIONS INCSOLE	Equity	806.78K	SH	$65.77M 1.16%	806.78K	7.16K
LITTELFUSE INCSOLE	Equity	256.76K	SH	$58.22M 1.03%	256.76K	0.00
CROWN HLDGS INCSOLE	Equity	434.68K	SH	$48.17M 0.85%	434.68K	3.40K

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