Filed: 5/11/2026ACC: 0001556785-26-000008
📋 What this filing means
VULCAN VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $3.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$3.77B
Total AUM (reported)
32.57M
Total Shares
Allocation by class
EQUITY$3.77B100.0%
Portfolio Concentration
Top 3$1.19B31.5%
4–10$1.48B39.3%
11–25$951.34M25.2%
Rest$149.22M4.0%
Top 3 weight
31.5%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 32.57M
Sole
Full voting authority
18.82M
shares
% of voting shares57.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.75M
shares
% of voting shares42.2%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 57.8% of voting shares
Institutional Holdings33
Rows:
EVEREST GROUP LTD
SOLEShares1.36M
TypeSH
Market value$445.13M
11.80%
Sole
957.75K
Shared
0.00
None
404.12K
MICROSOFT CORP
SOLEShares1.11M
TypeSH
Market value$410.52M
10.88%
Sole
783.42K
Shared
0.00
None
325.57K
AMAZON COM INC
SOLEShares1.60M
TypeSH
Market value$332.37M
8.81%
Sole
1.14M
Shared
0.00
None
456.07K
UNITEDHEALTH GROUP INC
SOLEShares912.67K
TypeSH
Market value$246.96M
6.55%
Sole
609.09K
Shared
0.00
None
303.58K
RYAN SPECIALTY HOLDINGS INC
SOLEShares6.60M
TypeSH
Market value$222.53M
5.90%
Sole
4.32M
Shared
0.00
None
2.28M
TRANSUNION
SOLEShares3.21M
TypeSH
Market value$221.92M
5.88%
Sole
2.12M
Shared
0.00
None
1.08M
TRANSDIGM GROUP INC
SOLEShares184.23K
TypeSH
Market value$213.51M
5.66%
Sole
132.77K
Shared
0.00
None
51.46K
ALPHABET INC
SOLEShares676.56K
TypeSH
Market value$194.08M
5.14%
Sole
454.50K
Shared
0.00
None
222.05K
VISA INC
SOLEShares639.45K
TypeSH
Market value$193.27M
5.12%
Sole
452K
Shared
0.00
None
187.45K
MASTERCARD INCORPORATED
SOLEShares383.18K
TypeSH
Market value$191.46M
5.08%
Sole
269.45K
Shared
0.00
None
113.73K
ARES MANAGEMENT CORPORATION
SOLEShares1.69M
TypeSH
Market value$184.51M
4.89%
Sole
1M
Shared
0.00
None
688.75K
MEDPACE HLDGS INC
SOLEShares203.07K
TypeSH
Market value$97.51M
2.58%
Sole
86.87K
Shared
0.00
None
116.19K
CARMAX INC
SOLEShares2.20M
TypeSH
Market value$91.68M
2.43%
Sole
888.24K
Shared
0.00
None
1.32M
ELEVANCE HEALTH INC FORMERLY
SOLEShares296.77K
TypeSH
Market value$86.88M
2.30%
Sole
112.25K
Shared
0.00
None
184.53K
TPG INC
SOLEShares1.99M
TypeSH
Market value$80.45M
2.13%
Sole
661.57K
Shared
0.00
None
1.32M
NICE LTD
SOLEShares572.31K
TypeSH
Market value$63.10M
1.67%
Sole
213.59K
Shared
0.00
None
358.72K
FISERV INC
SOLEShares1.09M
TypeSH
Market value$61.08M
1.62%
Sole
382.30K
Shared
0.00
None
712.36K
SERVICENOW INC
SOLEShares533.82K
TypeSH
Market value$55.81M
1.48%
Sole
157.02K
Shared
0.00
None
376.80K
IQVIA HLDGS INC
SOLEShares248.10K
TypeSH
Market value$42.31M
1.12%
Sole
96.67K
Shared
0.00
None
151.43K
HEICO CORP NEW
SOLEShares178.46K
TypeSH
Market value$37.67M
1.00%
Sole
68.84K
Shared
0.00
None
109.61K
SALESFORCE INC
SOLEShares196.80K
TypeSH
Market value$36.74M
0.97%
Sole
76.58K
Shared
0.00
None
120.23K
JONES LANG LASALLE INC
SOLEShares109.55K
TypeSH
Market value$33.34M
0.88%
Sole
39.07K
Shared
0.00
None
70.48K
COLLIERS INTL GROUP INC
SOLEShares255.32K
TypeSH
Market value$27.29M
0.72%
Sole
157.36K
Shared
0.00
None
97.96K
LITTELFUSE INC
SOLEShares78.11K
TypeSH
Market value$26.51M
0.70%
Sole
49.38K
Shared
0.00
None
28.72K
GENPACT LIMITED
SOLEShares710.31K
TypeSH
Market value$26.46M
0.70%
Sole
432.54K
Shared
0.00
None
277.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVEREST GROUP LTDSOLE | Equity | 1.36M | SH | $445.13M 11.80% | 957.75K | 0.00 | 404.12K |
MICROSOFT CORPSOLE | Equity | 1.11M | SH | $410.52M 10.88% | 783.42K | 0.00 | 325.57K |
AMAZON COM INCSOLE | Equity | 1.60M | SH | $332.37M 8.81% | 1.14M | 0.00 | 456.07K |
UNITEDHEALTH GROUP INCSOLE | Equity | 912.67K | SH | $246.96M 6.55% | 609.09K | 0.00 | 303.58K |
RYAN SPECIALTY HOLDINGS INCSOLE | Equity | 6.60M | SH | $222.53M 5.90% | 4.32M | 0.00 | 2.28M |
TRANSUNIONSOLE | Equity | 3.21M | SH | $221.92M 5.88% | 2.12M | 0.00 | 1.08M |
TRANSDIGM GROUP INCSOLE | Equity | 184.23K | SH | $213.51M 5.66% | 132.77K | 0.00 | 51.46K |
ALPHABET INCSOLE | Equity | 676.56K | SH | $194.08M 5.14% | 454.50K | 0.00 | 222.05K |
VISA INCSOLE | Equity | 639.45K | SH | $193.27M 5.12% | 452K | 0.00 | 187.45K |
MASTERCARD INCORPORATEDSOLE | Equity | 383.18K | SH | $191.46M 5.08% | 269.45K | 0.00 | 113.73K |
ARES MANAGEMENT CORPORATIONSOLE | Equity | 1.69M | SH | $184.51M 4.89% | 1M | 0.00 | 688.75K |
MEDPACE HLDGS INCSOLE | Equity | 203.07K | SH | $97.51M 2.58% | 86.87K | 0.00 | 116.19K |
CARMAX INCSOLE | Equity | 2.20M | SH | $91.68M 2.43% | 888.24K | 0.00 | 1.32M |
ELEVANCE HEALTH INC FORMERLYSOLE | Equity | 296.77K | SH | $86.88M 2.30% | 112.25K | 0.00 | 184.53K |
TPG INCSOLE | Equity | 1.99M | SH | $80.45M 2.13% | 661.57K | 0.00 | 1.32M |
NICE LTDSOLE | Equity | 572.31K | SH | $63.10M 1.67% | 213.59K | 0.00 | 358.72K |
FISERV INCSOLE | Equity | 1.09M | SH | $61.08M 1.62% | 382.30K | 0.00 | 712.36K |
SERVICENOW INCSOLE | Equity | 533.82K | SH | $55.81M 1.48% | 157.02K | 0.00 | 376.80K |
IQVIA HLDGS INCSOLE | Equity | 248.10K | SH | $42.31M 1.12% | 96.67K | 0.00 | 151.43K |
HEICO CORP NEWSOLE | Equity | 178.46K | SH | $37.67M 1.00% | 68.84K | 0.00 | 109.61K |
SALESFORCE INCSOLE | Equity | 196.80K | SH | $36.74M 0.97% | 76.58K | 0.00 | 120.23K |
JONES LANG LASALLE INCSOLE | Equity | 109.55K | SH | $33.34M 0.88% | 39.07K | 0.00 | 70.48K |
COLLIERS INTL GROUP INCSOLE | Equity | 255.32K | SH | $27.29M 0.72% | 157.36K | 0.00 | 97.96K |
LITTELFUSE INCSOLE | Equity | 78.11K | SH | $26.51M 0.70% | 49.38K | 0.00 | 28.72K |
GENPACT LIMITEDSOLE | Equity | 710.31K | SH | $26.46M 0.70% | 432.54K | 0.00 | 277.78K |
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