Filed: 8/10/2026ACC: 0001556785-26-000016
📋 What this filing means
VULCAN VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $3.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$3.29B
Total AUM (reported)
26.95M
Total Shares
Allocation by class
EQUITY$3.29B100.0%
Portfolio Concentration
Top 3$1.04B31.6%
4–10$1.48B45.0%
11–25$654.00M19.9%
Rest$115.26M3.5%
Top 3 weight
31.6%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 26.95M
Sole
Full voting authority
14.67M
shares
% of voting shares54.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.28M
shares
% of voting shares45.6%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 54.4% of voting shares
Institutional Holdings36
Rows:
EVEREST GROUP LTD
SOLEShares1.04M
TypeSH
Market value$370.41M
11.28%
Sole
717K
Shared
0.00
None
319.91K
MICROSOFT CORP
SOLEShares986.90K
TypeSH
Market value$368.14M
11.21%
Sole
684.43K
Shared
0.00
None
302.47K
RYAN SPECIALTY HOLDINGS INC
SOLEShares7.91M
TypeSH
Market value$298.78M
9.09%
Sole
5.01M
Shared
0.00
None
2.90M
MASTERCARD INCORPORATED
SOLEShares502.96K
TypeSH
Market value$258.32M
7.86%
Sole
320.23K
Shared
0.00
None
182.73K
AMAZON COM INC
SOLEShares992.76K
TypeSH
Market value$236.61M
7.20%
Sole
671.03K
Shared
0.00
None
321.72K
TRANSDIGM GROUP INC
SOLEShares170.43K
TypeSH
Market value$227.02M
6.91%
Sole
112.81K
Shared
0.00
None
57.62K
ARES MANAGEMENT CORPORATION
SOLEShares1.90M
TypeSH
Market value$211.78M
6.45%
Sole
1.19M
Shared
0.00
None
709.10K
TRANSUNION
SOLEShares2.71M
TypeSH
Market value$195.30M
5.94%
Sole
1.64M
Shared
0.00
None
1.06M
ALPHABET INC
SOLEShares539.47K
TypeSH
Market value$190.61M
5.80%
Sole
352.20K
Shared
0.00
None
187.28K
VISA INC
SOLEShares463.27K
TypeSH
Market value$158.94M
4.84%
Sole
315.06K
Shared
0.00
None
148.20K
TPG INC
SOLEShares2.36M
TypeSH
Market value$95.77M
2.92%
Sole
778.22K
Shared
0.00
None
1.58M
MEDPACE HLDGS INC
SOLEShares141.74K
TypeSH
Market value$75.07M
2.28%
Sole
52.23K
Shared
0.00
None
89.51K
ELEVANCE HEALTH INC FORMERLY
SOLEShares155.87K
TypeSH
Market value$60.28M
1.83%
Sole
57.34K
Shared
0.00
None
98.53K
SERVICENOW INC
SOLEShares574.81K
TypeSH
Market value$57.07M
1.74%
Sole
155.79K
Shared
0.00
None
419.02K
IQVIA HLDGS INC
SOLEShares259.86K
TypeSH
Market value$50.21M
1.53%
Sole
88.14K
Shared
0.00
None
171.72K
CARMAX INC
SOLEShares912.64K
TypeSH
Market value$48.27M
1.47%
Sole
345.66K
Shared
0.00
None
566.98K
FISERV INC
SOLEShares893.97K
TypeSH
Market value$43.85M
1.33%
Sole
285.78K
Shared
0.00
None
608.19K
NICE LTD
SOLEShares478.42K
TypeSH
Market value$43.46M
1.32%
Sole
168.24K
Shared
0.00
None
310.19K
HEICO CORP NEW
SOLEShares153.72K
TypeSH
Market value$39.65M
1.21%
Sole
56.30K
Shared
0.00
None
97.42K
JONES LANG LASALLE INC
SOLEShares96.26K
TypeSH
Market value$29.84M
0.91%
Sole
27.18K
Shared
0.00
None
69.08K
UNITEDHEALTH GROUP INC
SOLEShares67.31K
TypeSH
Market value$27.98M
0.85%
Sole
22.04K
Shared
0.00
None
45.27K
SALESFORCE INC
SOLEShares164.01K
TypeSH
Market value$25.69M
0.78%
Sole
61.64K
Shared
0.00
None
102.38K
COLLIERS INTL GROUP INC
SOLEShares211.91K
TypeSH
Market value$19.87M
0.60%
Sole
107.68K
Shared
0.00
None
104.23K
ABM INDS INC
SOLEShares448.56K
TypeSH
Market value$19.84M
0.60%
Sole
252.80K
Shared
0.00
None
195.75K
MILLERKNOLL INC
SOLEShares838.15K
TypeSH
Market value$17.15M
0.52%
Sole
312.60K
Shared
0.00
None
525.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVEREST GROUP LTDSOLE | Equity | 1.04M | SH | $370.41M 11.28% | 717K | 0.00 | 319.91K |
MICROSOFT CORPSOLE | Equity | 986.90K | SH | $368.14M 11.21% | 684.43K | 0.00 | 302.47K |
RYAN SPECIALTY HOLDINGS INCSOLE | Equity | 7.91M | SH | $298.78M 9.09% | 5.01M | 0.00 | 2.90M |
MASTERCARD INCORPORATEDSOLE | Equity | 502.96K | SH | $258.32M 7.86% | 320.23K | 0.00 | 182.73K |
AMAZON COM INCSOLE | Equity | 992.76K | SH | $236.61M 7.20% | 671.03K | 0.00 | 321.72K |
TRANSDIGM GROUP INCSOLE | Equity | 170.43K | SH | $227.02M 6.91% | 112.81K | 0.00 | 57.62K |
ARES MANAGEMENT CORPORATIONSOLE | Equity | 1.90M | SH | $211.78M 6.45% | 1.19M | 0.00 | 709.10K |
TRANSUNIONSOLE | Equity | 2.71M | SH | $195.30M 5.94% | 1.64M | 0.00 | 1.06M |
ALPHABET INCSOLE | Equity | 539.47K | SH | $190.61M 5.80% | 352.20K | 0.00 | 187.28K |
VISA INCSOLE | Equity | 463.27K | SH | $158.94M 4.84% | 315.06K | 0.00 | 148.20K |
TPG INCSOLE | Equity | 2.36M | SH | $95.77M 2.92% | 778.22K | 0.00 | 1.58M |
MEDPACE HLDGS INCSOLE | Equity | 141.74K | SH | $75.07M 2.28% | 52.23K | 0.00 | 89.51K |
ELEVANCE HEALTH INC FORMERLYSOLE | Equity | 155.87K | SH | $60.28M 1.83% | 57.34K | 0.00 | 98.53K |
SERVICENOW INCSOLE | Equity | 574.81K | SH | $57.07M 1.74% | 155.79K | 0.00 | 419.02K |
IQVIA HLDGS INCSOLE | Equity | 259.86K | SH | $50.21M 1.53% | 88.14K | 0.00 | 171.72K |
CARMAX INCSOLE | Equity | 912.64K | SH | $48.27M 1.47% | 345.66K | 0.00 | 566.98K |
FISERV INCSOLE | Equity | 893.97K | SH | $43.85M 1.33% | 285.78K | 0.00 | 608.19K |
NICE LTDSOLE | Equity | 478.42K | SH | $43.46M 1.32% | 168.24K | 0.00 | 310.19K |
HEICO CORP NEWSOLE | Equity | 153.72K | SH | $39.65M 1.21% | 56.30K | 0.00 | 97.42K |
JONES LANG LASALLE INCSOLE | Equity | 96.26K | SH | $29.84M 0.91% | 27.18K | 0.00 | 69.08K |
UNITEDHEALTH GROUP INCSOLE | Equity | 67.31K | SH | $27.98M 0.85% | 22.04K | 0.00 | 45.27K |
SALESFORCE INCSOLE | Equity | 164.01K | SH | $25.69M 0.78% | 61.64K | 0.00 | 102.38K |
COLLIERS INTL GROUP INCSOLE | Equity | 211.91K | SH | $19.87M 0.60% | 107.68K | 0.00 | 104.23K |
ABM INDS INCSOLE | Equity | 448.56K | SH | $19.84M 0.60% | 252.80K | 0.00 | 195.75K |
MILLERKNOLL INCSOLE | Equity | 838.15K | SH | $17.15M 0.52% | 312.60K | 0.00 | 525.56K |
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