Vulcan Value Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Vulcan Value Partners, LLC held in its portfolio 40 assets valued at $5,444,834 (i.e. $5.45M).

The most valuable assets in the portfolio included: MICROSOFT CORP ($552.00K), EVEREST GROUP LTD ($512.29K), and SALESFORCE INC ($411.06K).

The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Vulcan Value Partners, LLC Portfolio
MICROSOFT CORP
EVEREST GROUP LTD
SALESFORCE INC
AMAZON COM INC
UNITEDHEALTH GROUP INC
TRANSDIGM GROUP INC
COSTAR GROUP INC
ALPHABET INC
ARES MANAGEMENT CORPORATION
MASTERCARD INCORPORATED
Vulcan Value Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
MICROSOFT CORP 1141578 551996 Equity
EVEREST GROUP LTD 1509740 512288 Equity
SALESFORCE INC 1549871 411064 Equity
AMAZON COM INC 1759935 406173 Equity
UNITEDHEALTH GROUP INC 1083267 357665 Equity
TRANSDIGM GROUP INC 240620 320028 Equity
COSTAR GROUP INC 4485021 301527 Equity
ALPHABET INC 931879 292437 Equity
ARES MANAGEMENT CORPORATION 1696856 274344 Equity
MASTERCARD INCORPORATED 449194 256409 Equity
VISA INC 727685 255183 Equity
RYAN SPECIALTY HOLDINGS INC 4621079 238536 Equity
ELEVANCE HEALTH INC 386214 135424 Equity
CARMAX INC 2928832 113210 Equity
TPG INC 1721916 110024 Equity
FISERV INC 1437643 96507 Equity
QORVO INC 1103354 93291 Equity
TRANSUNION 1062584 91043 Equity
STANLEY BLACK & DECKER INC 1059558 78777 Equity
IQVIA HLDGS INC 323201 72852 Equity
HEICO CORP NEW 250065 63159 Equity
JONES LANG LASALLE INC 150625 50678 Equity
LITTELFUSE INC 192212 48614 Equity
CROWN HLDGS INC 400303 41232 Equity
GENPACT LIMITED 746570 34925 Equity
ABM INDS INC 658777 27866 Equity
COLLIERS INTL GROUP INC 184403 27133 Equity
MEDPACE HLDGS INC 47306 26580 Equity
MILLERKNOLL INC 1389715 25668 Equity
ITURAN LOCATION AND CONTROL 540059 23430 Equity
FORTUNE BRANDS INNOVATIONS I 353520 17683 Equity
PROG HOLDINGS INC 599125 17668 Equity
STANDARDAERO INC 473415 13618 Equity
PARK HOTELS & RESORTS INC 1257968 13473 Equity
VIRTUS INVT PARTNERS INC 77326 12616 Equity
TIMKEN CO 138434 11646 Equity
MIDDLEBY CORP 69825 10381 Equity
SEALED AIR CORP NEW 118417 4906 Equity
SPDR S&P 500 ETF TR 6023 4144 Equity
ISHARES TR 2748 636 Equity