Filed: 2/9/2026ACC: 0001556785-26-000004
📋 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 $5.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$5.44M
Total AUM (reported)
37.88M
Total Shares
Allocation by class
EQUITY$5.44M100.0%
Portfolio Concentration
Top 3$1.48M27.1%
4–10$2.21M40.6%
11–25$1.52M28.0%
Rest$237.4K4.4%
Top 3 weight
27.1%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 38.12M
Sole
Full voting authority
37.88M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
240.10K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings40
Rows:
MICROSOFT CORP
SOLEShares1.14M
TypeSH
Market value$552.0K
10.14%
Sole
1.14M
Shared
0.00
None
7.89K
EVEREST GROUP LTD
SOLEShares1.51M
TypeSH
Market value$512.3K
9.41%
Sole
1.51M
Shared
0.00
None
9.80K
SALESFORCE INC
SOLEShares1.55M
TypeSH
Market value$411.1K
7.55%
Sole
1.55M
Shared
0.00
None
10.90K
AMAZON COM INC
SOLEShares1.76M
TypeSH
Market value$406.2K
7.46%
Sole
1.76M
Shared
0.00
None
12.03K
UNITEDHEALTH GROUP INC
SOLEShares1.08M
TypeSH
Market value$357.7K
6.57%
Sole
1.08M
Shared
0.00
None
7.65K
TRANSDIGM GROUP INC
SOLEShares240.62K
TypeSH
Market value$320.0K
5.88%
Sole
240.62K
Shared
0.00
None
1.64K
COSTAR GROUP INC
SOLEShares4.49M
TypeSH
Market value$301.5K
5.54%
Sole
4.49M
Shared
0.00
None
32.48K
ALPHABET INC
SOLEShares931.88K
TypeSH
Market value$292.4K
5.37%
Sole
931.88K
Shared
0.00
None
6.80K
ARES MANAGEMENT CORPORATION
SOLEShares1.70M
TypeSH
Market value$274.3K
5.04%
Sole
1.70M
Shared
0.00
None
12.75K
MASTERCARD INCORPORATED
SOLEShares449.19K
TypeSH
Market value$256.4K
4.71%
Sole
449.19K
Shared
0.00
None
3.11K
VISA INC
SOLEShares727.68K
TypeSH
Market value$255.2K
4.69%
Sole
727.68K
Shared
0.00
None
5.15K
RYAN SPECIALTY HOLDINGS INC
SOLEShares4.62M
TypeSH
Market value$238.5K
4.38%
Sole
4.62M
Shared
0.00
None
33.23K
ELEVANCE HEALTH INC
SOLEShares386.21K
TypeSH
Market value$135.4K
2.49%
Sole
386.21K
Shared
0.00
None
3.53K
CARMAX INC
SOLEShares2.93M
TypeSH
Market value$113.2K
2.08%
Sole
2.93M
Shared
0.00
None
22.58K
TPG INC
SOLEShares1.72M
TypeSH
Market value$110.0K
2.02%
Sole
1.72M
Shared
0.00
None
16.61K
FISERV INC
SOLEShares1.44M
TypeSH
Market value$96.5K
1.77%
Sole
1.44M
Shared
0.00
None
13.85K
QORVO INC
SOLEShares1.10M
TypeSH
Market value$93.3K
1.71%
Sole
1.10M
Shared
0.00
None
8.88K
TRANSUNION
SOLEShares1.06M
TypeSH
Market value$91.0K
1.67%
Sole
1.06M
Shared
0.00
None
9.58K
STANLEY BLACK & DECKER INC
SOLEShares1.06M
TypeSH
Market value$78.8K
1.45%
Sole
1.06M
Shared
0.00
None
11.36K
IQVIA HLDGS INC
SOLEShares323.20K
TypeSH
Market value$72.9K
1.34%
Sole
323.20K
Shared
0.00
None
2.90K
HEICO CORP NEW
SOLEShares250.06K
TypeSH
Market value$63.2K
1.16%
Sole
250.06K
Shared
0.00
None
2.25K
JONES LANG LASALLE INC
SOLEShares150.63K
TypeSH
Market value$50.7K
0.93%
Sole
150.63K
Shared
0.00
None
1.37K
LITTELFUSE INC
SOLEShares192.21K
TypeSH
Market value$48.6K
0.89%
Sole
192.21K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares400.30K
TypeSH
Market value$41.2K
0.76%
Sole
400.30K
Shared
0.00
None
3.40K
GENPACT LIMITED
SOLEShares746.57K
TypeSH
Market value$34.9K
0.64%
Sole
746.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | Equity | 1.14M | SH | $552.0K 10.14% | 1.14M | 0.00 | 7.89K |
EVEREST GROUP LTDSOLE | Equity | 1.51M | SH | $512.3K 9.41% | 1.51M | 0.00 | 9.80K |
SALESFORCE INCSOLE | Equity | 1.55M | SH | $411.1K 7.55% | 1.55M | 0.00 | 10.90K |
AMAZON COM INCSOLE | Equity | 1.76M | SH | $406.2K 7.46% | 1.76M | 0.00 | 12.03K |
UNITEDHEALTH GROUP INCSOLE | Equity | 1.08M | SH | $357.7K 6.57% | 1.08M | 0.00 | 7.65K |
TRANSDIGM GROUP INCSOLE | Equity | 240.62K | SH | $320.0K 5.88% | 240.62K | 0.00 | 1.64K |
COSTAR GROUP INCSOLE | Equity | 4.49M | SH | $301.5K 5.54% | 4.49M | 0.00 | 32.48K |
ALPHABET INCSOLE | Equity | 931.88K | SH | $292.4K 5.37% | 931.88K | 0.00 | 6.80K |
ARES MANAGEMENT CORPORATIONSOLE | Equity | 1.70M | SH | $274.3K 5.04% | 1.70M | 0.00 | 12.75K |
MASTERCARD INCORPORATEDSOLE | Equity | 449.19K | SH | $256.4K 4.71% | 449.19K | 0.00 | 3.11K |
VISA INCSOLE | Equity | 727.68K | SH | $255.2K 4.69% | 727.68K | 0.00 | 5.15K |
RYAN SPECIALTY HOLDINGS INCSOLE | Equity | 4.62M | SH | $238.5K 4.38% | 4.62M | 0.00 | 33.23K |
ELEVANCE HEALTH INCSOLE | Equity | 386.21K | SH | $135.4K 2.49% | 386.21K | 0.00 | 3.53K |
CARMAX INCSOLE | Equity | 2.93M | SH | $113.2K 2.08% | 2.93M | 0.00 | 22.58K |
TPG INCSOLE | Equity | 1.72M | SH | $110.0K 2.02% | 1.72M | 0.00 | 16.61K |
FISERV INCSOLE | Equity | 1.44M | SH | $96.5K 1.77% | 1.44M | 0.00 | 13.85K |
QORVO INCSOLE | Equity | 1.10M | SH | $93.3K 1.71% | 1.10M | 0.00 | 8.88K |
TRANSUNIONSOLE | Equity | 1.06M | SH | $91.0K 1.67% | 1.06M | 0.00 | 9.58K |
STANLEY BLACK & DECKER INCSOLE | Equity | 1.06M | SH | $78.8K 1.45% | 1.06M | 0.00 | 11.36K |
IQVIA HLDGS INCSOLE | Equity | 323.20K | SH | $72.9K 1.34% | 323.20K | 0.00 | 2.90K |
HEICO CORP NEWSOLE | Equity | 250.06K | SH | $63.2K 1.16% | 250.06K | 0.00 | 2.25K |
JONES LANG LASALLE INCSOLE | Equity | 150.63K | SH | $50.7K 0.93% | 150.63K | 0.00 | 1.37K |
LITTELFUSE INCSOLE | Equity | 192.21K | SH | $48.6K 0.89% | 192.21K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | Equity | 400.30K | SH | $41.2K 0.76% | 400.30K | 0.00 | 3.40K |
GENPACT LIMITEDSOLE | Equity | 746.57K | SH | $34.9K 0.64% | 746.57K | 0.00 | 0.00 |
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