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Data sourced from SEC EDGAR 13F filings

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Vulcan Value Partners

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
36
Portfolio value:
$3,285,170,000
Filed:
Aug 10, 2026
Style:
Value Investing
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 10, 264 new5 added26 reduced1 exited
≡RYAN – RYAN SPECIALTY HOLDINGS INCAdd 19.97%1,317,3343.20
≡MA – MASTERCARD INCORPORATEDAdd 31.26%119,7822.79
≡ARES – ARES MANAGEMENT CORPORATIONAdd 12.50%211,4041.56
≡TPG – TPG INCAdd 18.92%375,8360.78
≡EFX – EQUIFAX INCBuy90,7480.44
≡BMI – BADGER METER INCBuy68,6840.31
≡NOW – SERVICENOW INCAdd 7.68%40,9940.26
≡VEEV – VEEVA SYS INCBuy21,2400.11
≡ISHARES TRBuy7,0110.05
Q1 2026filed May 11, 261 new6 added19 reduced9 exited
≡TRU – TRANSUNIONAdd 201.85%2,144,8214.24
≡MEDP – MEDPACE HLDGS INCAdd 329.26%155,7622.11
≡RYAN – RYAN SPECIALTY HOLDINGS INCAdd 42.72%1,974,2561.60
≡NOW – SERVICENOW INCBuy533,817
Q4 2025filed Mar 17, 265 new9 added14 reduced4 exited
≡RYAN – RYAN SPECIALTY HOLDINGS INCAdd 631.67%3,989,5023.66
≡TRU – TRANSUNIONBuy1,062,5841.64
≡ARES – ARES MANAGEMENT CORPORATIONAdd 25.67%346,6071.04
≡CSGP – COSTAR GROUP INCAdd 17.05%
Q3 2025filed Nov 10, 253 new11 added16 reduced1 exited
≡FISV – FISERV INCBuy803,1601.87
≡CRM – SALESFORCE INCAdd 46.43%496,0331.44
≡EG – EVEREST GROUP LTDAdd 13.85%172,4791.32
≡RYAN – RYAN SPECIALTY HOLDINGS INCBuy631,577
Q2 2025filed Aug 13, 252 new10 added21 reduced3 exited
≡UNH – UNITEDHEALTH GROUP INCAdd 696.18%1,069,2395.45
≡ARES – ARES MANAGEMENT CORPORATIONAdd 780.73%1,082,2593.45
≡IQV – IQVIA HLDGS INCBuy668,7562.01
≡CRM – SALESFORCE INCAdd 47.65%
Q1 2025filed May 8, 252 new11 added22 reduced12 exited
≡EG – EVEREST GROUP LTDAdd 35.76%350,0193.13
≡TPG – TPG INCBuy1,819,3761.62
≡TDG – TRANSDIGM GROUP INCAdd 5.64%13,2861.48
≡MSFT – MICROSOFT CORPAdd 17.24%204,881
Q4 2024filed Feb 14, 258 new11 added25 reduced2 exited
≡EG – EVEREST GROUP LTDAdd 279.14%720,5724.24
≡MSFT – MICROSOFT CORPAdd 44.53%366,0852.45
≡SWKS – SKYWORKS SOLUTIONS INCAdd 29.17%1,194,7821.07
≡UNH – UNITEDHEALTH GROUP INCBuy113,489
Q3 2024filed Nov 13, 242 new4 added34 reduced4 exited
≡EG – EVEREST GROUP LTDBuy258,1411.69
≡CSGP – COSTAR GROUP INCAdd 7.03%290,9021.24
≡SDA – SEALED AIR CORP NEWBuy795,5950.48
≡AYI – ACUITY BRANDS INCAdd 65.83%18,320
Q2 2024filed Aug 15, 242 new10 added27 reduced3 exited
≡G – GENPACT LIMITEDAdd 22.21%284,8426.54
≡CRM – SALESFORCE INCAdd 76.06%637,7101.71
≡SWKS – SKYWORKS SOLUTIONS INCAdd 38.79%1,262,9641.71
≡KMX – CARMAX INCAdd 299.68%1,369,986
Q1 2024filed May 15, 244 new6 added25 reduced4 exited
≡LYV – LIVE NATION ENTERTAINMENT INBuy1,839,2662.82
≡SBUX – STARBUCKS CORPBuy791,3261.05
≡CSGP – COSTAR GROUP INCAdd 36.01%576,3831.00
≡KMX – CARMAX INCBuy
Q4 2023filed Feb 13, 241 new3 added38 reduced
≡BALL – BALL CORPAdd 12.11%189,5770.29
≡DNB – DUN & BRADSTREET HLDGS INCAdd 6.33%206,4830.10
≡SPDR S&P 500 ETF TRBuy3,4720.02
≡PROG HOLDINGS INCAdd 6.49%62,255−0.02
Q3 2023filed Nov 14, 233 new7 added28 reduced2 exited
≡MAR – MARRIOTT INTL INC NEWBuy424,7001.27
≡UNH – UNITEDHEALTH GROUP INCBuy123,6810.95
≡TXN – TEXAS INSTRS INCBuy344,7970.84
≡SSNC – SS&C TECHNOLOGIES HLDGS INCAdd 58.71%
1.48
≡SARO – STANDARDAERO INCAdd 51.45%243,5680.25
≡CIGI – COLLIERS INTL GROUP INCAdd 38.46%70,9180.23
≡TPG – TPG INCAdd 15.34%264,1100.15
653,412
−0.42
≡SARO – STANDARDAERO INCBuy473,4150.25
≡EG – EVEREST GROUP LTDAdd 6.51%92,2740.24
≡NICE – NICE LTDAdd 15.59%117,417−0.20
≡KMX – CARMAX INCAdd 25.80%600,7120.15
≡FISV – FISERV INCAdd 79.00%634,483−0.13
≡MLKN – MILLERKNOLL INCAdd 24.42%272,7830.10
≡SEALED AIR CORP NEWBuy118,4170.09
≡SPY – SPDR S&P 500 ETF TRBuy6,0230.07
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 18.22%54,4920.03
≡IWD – ISHARES TRBuy2,7480.01
0.65
≡KMX – CARMAX INCAdd 135.17%1,338,1340.62
≡TDG – TRANSDIGM GROUP INCAdd 7.79%18,048−0.40
≡MA – MASTERCARD INCORPORATEDAdd 6.47%28,3310.33
≡V – VISA INCAdd 12.44%83,1190.33
≡ELV – ELEVANCE HEALTH INCAdd 42.71%125,4640.28
≡MIDD – MIDDLEBY CORPAdd 141.44%41,3730.10
≡ARES – ARES MANAGEMENT CORPORATIONAdd 10.60%129,3680.08
≡PK – PARK HOTELS & RESORTS INCAdd 25.40%254,7040.07
≡G – GENPACT LIMITEDAdd 6.30%44,4850.02
≡SPDR S&P 500 ETF TRBuy3030.00
344,762
1.64
≡AMZN – AMAZON COM INCAdd 10.51%184,5021.47
≡SSNC – SS&C TECHNOLOGIES HLDGS INCBuy474,7150.77
≡TPG – TPG INCAdd 9.10%165,5340.38
≡LFUS – LITTELFUSE INCAdd 12.83%29,2050.19
≡SWK – STANLEY BLACK & DECKER INCAdd 21.75%204,0450.15
≡TKR – TIMKEN COAdd 56.11%100,1060.12
≡SDA – SEALED AIR CORP NEWAdd 22.84%152,7110.09
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 77.85%142,1270.09
1.45
≡SWK – STANLEY BLACK & DECKER INCBuy938,1401.35
≡MEDP – MEDPACE HLDGS INCAdd 221.61%224,5781.30
≡JLL – JONES LANG LASALLE INCAdd 22.89%99,8370.65
≡UNH – UNITEDHEALTH GROUP INCAdd 35.33%40,0970.55
≡NICE – NICE LTDAdd 9.63%91,9290.32
≡DNB – DUN & BRADSTREET HLDGS INCAdd 50.31%1,373,4760.12
≡PROG HOLDINGS INCAdd 84.34%311,9170.08
≡LFUS – LITTELFUSE INCAdd 13.72%27,4620.05
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 20.19%30,6710.04
0.96
≡V – VISA INCAdd 5.27%50,2080.92
≡CCK – CROWN HLDGS INCAdd 450.53%674,0720.90
≡CSGP – COSTAR GROUP INCAdd 15.11%669,5490.51
≡TDG – TRANSDIGM GROUP INCAdd 20.82%40,6240.33
≡MEDP – MEDPACE HLDGS INCAdd 119.82%55,2370.31
≡DEO – DIAGEO PLCBuy91,7760.19
≡MIDD – MIDDLEBY CORPBuy82,1790.19
≡FBIN – FORTUNE BRANDS INNOVATIONS IBuy151,8940.17
≡SPDR S&P 500 ETF TRBuy13,5180.13
≡QRVO – QORVO INCAdd 53.75%902,3530.12
≡RTO – RENTOKIL INITIAL PLCBuy215,8800.09
≡ISHARES TRBuy3,3360.01
≡MLKN – MILLERKNOLL INCAdd 12.79%141,9360.01
≡IHG – INTERCONTINENTAL HOTELS GROUBuy2,7360.01
≡ELV – ELEVANCE HEALTH INCAdd 41.04%114,607−0.00
0.12
≡PK – PARK HOTELS & RESORTS INCAdd 42.39%390,2050.12
≡MEDP – MEDPACE HLDGS INCAdd 19.43%7,5010.03
1.32
≡CSGP – COSTAR GROUP INCAdd 90.12%1,961,9171.30
≡QRVO – QORVO INCAdd 34.95%550,1110.87
≡LYV – LIVE NATION ENTERTAINMENT INAdd 46.50%855,1970.76
≡SEALED AIR CORP NEWBuy878,9180.43
≡CCK – CROWN HLDGS INCAdd 162.10%113,4060.11
≡NICE – NICE LTDAdd 49.73%394,715−0.11
≡PLNT – PLANET FITNESS INCBuy97,3860.10
≡DNB – DUN & BRADSTREET HLDGS INCAdd 26.76%1,099,2170.08
457,153
0.58
≡UNH – UNITEDHEALTH GROUP INCAdd 70.31%73,9970.47
≡SWKS – SKYWORKS SOLUTIONS INCAdd 12.61%364,5040.35
≡CBRE – CBRE GROUP INCAdd 5.42%130,8540.29
≡CCK – CROWN HLDGS INCBuy69,9620.08
≡MLKN – MILLERKNOLL INCAdd 17.07%185,5850.03
≡DNB – DUN & BRADSTREET HLDGS INCAdd 18.32%636,0530.00
931,608
0.81
≡NICE – NICE LTDAdd 23.05%195,3590.51
≡ABM – ABM INDS INCAdd 32.22%410,9330.34
≡DNB – DUN & BRADSTREET HLDGS INCAdd 178.78%2,093,5250.33
≡TKR – TIMKEN COAdd 139.43%233,7910.26
≡SDA – SEALED AIR CORP NEWAdd 44.34%351,5450.17
≡G – GENPACT LIMITEDAdd 5.88%77,6920.15