Investor
Vulcan Value Partners, LLC
CIK 0001556785 · filed 2026-05-11 · SEC filing
13F book
$3.77B
Positions
33
1 new · 9 sold
Largest name
11.8%
Everest Group, Ltd. · EG
Est. mark
$3.4B
Price effect on 32 names still held. Flow $368.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Everest Group, Ltd. | EG | 1.36M | $445.1M | 11.8% | $444.7M | Cut$444.6M |
| Microsoft Corp | MSFT | 1.11M | $410.5M | 10.9% | $410M | Cut$410M |
| Amazon Com Inc | AMZN | 1.6M | $332.4M | 8.8% | $332M | Cut$332M |
| Unitedhealth Group Inc | UNH | 912.7K | $247M | 6.5% | $246.7M | Cut$246.6M |
| Ryan Specialty Holdings, Inc. | RYAN | 6.6M | $222.5M | 5.9% | $155.7M | Added$222.3M |
| Transunion | TRU | 3.21M | $221.9M | 5.9% | $73.4M | Added$221.8M |
| Transdigm Group Inc | TDG | 184.2K | $213.5M | 5.7% | $213.3M | Cut$213.2M |
| Alphabet Inc | — | 676.6K | $194.1M | 5.1% | $193.9M | Cut$193.8M |
| Visa Inc. | V | 639.5K | $193.3M | 5.1% | $193M | Cut$193M |
| Mastercard Inc | MA | 383.2K | $191.5M | 5.1% | $191.2M | Cut$191.2M |
| Ares Management Corporation | — | 1.69M | $184.5M | 4.9% | $184.2M | Cut$184.2M |
| Medpace Hldgs Inc | — | 203.1K | $97.5M | 2.6% | $22.7M | Added$97.5M |
| Carmax Inc | KMX | 2.2M | $91.7M | 2.4% | $91.6M | Cut$91.6M |
| Elevance Health Inc Formerly | — | 296.8K | $86.9M | 2.3% | $86.8M | Cut$86.7M |
| Tpg Inc | — | 1.99M | $80.5M | 2.1% | $69.6M | Added$80.3M |
| Nice Ltd | — | 572.3K | $63.1M | 1.7% | $63M | Cut$63M |
| Fiserv Inc | FISV | 1.09M | $61.1M | 1.6% | $61M | Cut$61M |
| ServiceNow, Inc. | NOW | 533.8K | $55.8M | 1.5% | — | New |
| Iqvia Hldgs Inc | — | 248.1K | $42.3M | 1.1% | $42.3M | Cut$42.2M |
| Heico Corp New | — | 178.5K | $37.7M | 1.0% | $37.6M | Cut$37.6M |
| Salesforce, Inc. | CRM | 196.8K | $36.7M | 1.0% | $36.7M | Cut$36.3M |
| Jones Lang Lasalle Inc | JLL | 109.5K | $33.3M | 0.9% | $33.3M | Cut$33.3M |
| Colliers Intl Group Inc | — | 255.3K | $27.3M | 0.7% | $19.7M | Added$27.3M |
| Littelfuse Inc | — | 78.1K | $26.5M | 0.7% | $26.5M | Cut$26.5M |
| Genpact Limited | — | 710.3K | $26.5M | 0.7% | $26.4M | Cut$26.4M |
| Abm Inds Inc | — | 630.3K | $24.3M | 0.6% | $24.3M | Cut$24.3M |
| Ituran Location And Control | — | 493.8K | $24.2M | 0.6% | $24.2M | Cut$24.2M |
| Qorvo, Inc. | QRVO | 268.8K | $20.8M | 0.6% | $20.8M | Cut$20.7M |
| Millerknoll, Inc. | MLKN | 1.32M | $19.2M | 0.5% | $19.1M | Cut$19.1M |
| StandardAero, Inc. | SARO | 717K | $18.5M | 0.5% | $12.2M | Added$18.5M |
| PROG Holdings, Inc. | PRG | 566.3K | $16.2M | 0.4% | $16.2M | Cut$16.2M |
| Fortune Brands Innovations I | — | 343.6K | $13.4M | 0.4% | $13.4M | Cut$13.4M |
| Park Hotels & Resorts Inc. | PK | 1.2M | $12.6M | 0.3% | $12.6M | Cut$12.6M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.