Filed: 11/10/2025ACC: 0001556785-25-000034
📋 What this filing means
VULCAN VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $5.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$5.52B
Total AUM (reported)
33.27M
Total Shares
Allocation by class
EQUITY$5.52B100.0%
Portfolio Concentration
Top 3$1.52B27.6%
4–10$2.23B40.4%
11–25$1.46B26.6%
Rest$301.25M5.5%
Top 3 weight
27.6%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 33.27M
Sole
Full voting authority
33.04M
shares
% of voting shares99.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
233.78K
shares
% of voting shares0.7%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings40
Rows:
MICROSOFT CORP
SOLEShares1.19M
TypeSH
Market value$614.02M
11.13%
Sole
1.17M
Shared
0.00
None
10.40K
EVEREST GROUP LTD
SOLEShares1.42M
TypeSH
Market value$496.51M
9.00%
Sole
1.40M
Shared
0.00
None
12.61K
UNITEDHEALTH GROUP INC
SOLEShares1.20M
TypeSH
Market value$413.88M
7.50%
Sole
1.19M
Shared
0.00
None
10.30K
AMAZON COM INC
SOLEShares1.88M
TypeSH
Market value$412.95M
7.49%
Sole
1.86M
Shared
0.00
None
16.32K
SALESFORCE INC
SOLEShares1.56M
TypeSH
Market value$371.21M
6.73%
Sole
1.55M
Shared
0.00
None
13.91K
TRANSDIGM GROUP INC
SOLEShares249.64K
TypeSH
Market value$328.98M
5.96%
Sole
247.44K
Shared
0.00
None
2.21K
COSTAR GROUP INC
SOLEShares3.83M
TypeSH
Market value$323.20M
5.86%
Sole
3.80M
Shared
0.00
None
36.34K
ALPHABET INC
SOLEShares1.10M
TypeSH
Market value$268.04M
4.86%
Sole
1.09M
Shared
0.00
None
9.88K
MASTERCARD INCORPORATED
SOLEShares466.22K
TypeSH
Market value$265.23M
4.81%
Sole
462.16K
Shared
0.00
None
4.06K
VISA INC
SOLEShares751.52K
TypeSH
Market value$256.64M
4.65%
Sole
744.74K
Shared
0.00
None
6.78K
ARES MANAGEMENT CORPORATION
SOLEShares1.35M
TypeSH
Market value$215.78M
3.91%
Sole
1.34M
Shared
0.00
None
12.47K
ELEVANCE HEALTH INC
SOLEShares419.19K
TypeSH
Market value$135.71M
2.46%
Sole
415.67K
Shared
0.00
None
3.53K
IQVIA HLDGS INC
SOLEShares680.93K
TypeSH
Market value$129.91M
2.35%
Sole
675.24K
Shared
0.00
None
5.69K
TPG INC
SOLEShares1.96M
TypeSH
Market value$112.34M
2.04%
Sole
1.94M
Shared
0.00
None
17.69K
QORVO INC
SOLEShares1.20M
TypeSH
Market value$109.01M
1.98%
Sole
1.19M
Shared
0.00
None
8.88K
NICE LTD
SOLEShares753.32K
TypeSH
Market value$108.79M
1.97%
Sole
746.74K
Shared
0.00
None
6.58K
CARMAX INC
SOLEShares2.33M
TypeSH
Market value$104.57M
1.90%
Sole
2.31M
Shared
0.00
None
17.40K
FISERV INC
SOLEShares803.16K
TypeSH
Market value$103.40M
1.87%
Sole
795.99K
Shared
0.00
None
7.17K
MEDPACE HLDGS INC
SOLEShares200.17K
TypeSH
Market value$103.24M
1.87%
Sole
198.78K
Shared
0.00
None
1.39K
STANLEY BLACK & DECKER INC
SOLEShares1.16M
TypeSH
Market value$86.27M
1.56%
Sole
1.15M
Shared
0.00
None
11.36K
HEICO CORP NEW
SOLEShares270.38K
TypeSH
Market value$68.67M
1.24%
Sole
268.13K
Shared
0.00
None
2.25K
JONES LANG LASALLE INC
SOLEShares197.66K
TypeSH
Market value$58.95M
1.07%
Sole
196.07K
Shared
0.00
None
1.59K
LITTELFUSE INC
SOLEShares196.90K
TypeSH
Market value$51.00M
0.92%
Sole
196.90K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares429.88K
TypeSH
Market value$41.53M
0.75%
Sole
426.49K
Shared
0.00
None
3.40K
RYAN SPECIALTY HOLDINGS INC
SOLEShares631.58K
TypeSH
Market value$35.60M
0.65%
Sole
625.84K
Shared
0.00
None
5.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | Equity | 1.19M | SH | $614.02M 11.13% | 1.17M | 0.00 | 10.40K |
EVEREST GROUP LTDSOLE | Equity | 1.42M | SH | $496.51M 9.00% | 1.40M | 0.00 | 12.61K |
UNITEDHEALTH GROUP INCSOLE | Equity | 1.20M | SH | $413.88M 7.50% | 1.19M | 0.00 | 10.30K |
AMAZON COM INCSOLE | Equity | 1.88M | SH | $412.95M 7.49% | 1.86M | 0.00 | 16.32K |
SALESFORCE INCSOLE | Equity | 1.56M | SH | $371.21M 6.73% | 1.55M | 0.00 | 13.91K |
TRANSDIGM GROUP INCSOLE | Equity | 249.64K | SH | $328.98M 5.96% | 247.44K | 0.00 | 2.21K |
COSTAR GROUP INCSOLE | Equity | 3.83M | SH | $323.20M 5.86% | 3.80M | 0.00 | 36.34K |
ALPHABET INCSOLE | Equity | 1.10M | SH | $268.04M 4.86% | 1.09M | 0.00 | 9.88K |
MASTERCARD INCORPORATEDSOLE | Equity | 466.22K | SH | $265.23M 4.81% | 462.16K | 0.00 | 4.06K |
VISA INCSOLE | Equity | 751.52K | SH | $256.64M 4.65% | 744.74K | 0.00 | 6.78K |
ARES MANAGEMENT CORPORATIONSOLE | Equity | 1.35M | SH | $215.78M 3.91% | 1.34M | 0.00 | 12.47K |
ELEVANCE HEALTH INCSOLE | Equity | 419.19K | SH | $135.71M 2.46% | 415.67K | 0.00 | 3.53K |
IQVIA HLDGS INCSOLE | Equity | 680.93K | SH | $129.91M 2.35% | 675.24K | 0.00 | 5.69K |
TPG INCSOLE | Equity | 1.96M | SH | $112.34M 2.04% | 1.94M | 0.00 | 17.69K |
QORVO INCSOLE | Equity | 1.20M | SH | $109.01M 1.98% | 1.19M | 0.00 | 8.88K |
NICE LTDSOLE | Equity | 753.32K | SH | $108.79M 1.97% | 746.74K | 0.00 | 6.58K |
CARMAX INCSOLE | Equity | 2.33M | SH | $104.57M 1.90% | 2.31M | 0.00 | 17.40K |
FISERV INCSOLE | Equity | 803.16K | SH | $103.40M 1.87% | 795.99K | 0.00 | 7.17K |
MEDPACE HLDGS INCSOLE | Equity | 200.17K | SH | $103.24M 1.87% | 198.78K | 0.00 | 1.39K |
STANLEY BLACK & DECKER INCSOLE | Equity | 1.16M | SH | $86.27M 1.56% | 1.15M | 0.00 | 11.36K |
HEICO CORP NEWSOLE | Equity | 270.38K | SH | $68.67M 1.24% | 268.13K | 0.00 | 2.25K |
JONES LANG LASALLE INCSOLE | Equity | 197.66K | SH | $58.95M 1.07% | 196.07K | 0.00 | 1.59K |
LITTELFUSE INCSOLE | Equity | 196.90K | SH | $51.00M 0.92% | 196.90K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | Equity | 429.88K | SH | $41.53M 0.75% | 426.49K | 0.00 | 3.40K |
RYAN SPECIALTY HOLDINGS INCSOLE | Equity | 631.58K | SH | $35.60M 0.65% | 625.84K | 0.00 | 5.73K |
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