Vulcan Value Partners, LLC
33 holdingsFiling period: 2026-03-31Current AUM: $4.52Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | EVEREST GROUP LTD | 1.36M | $445.1M | $445.1M | 9.84% | -147,875 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 1.11M | $410.5M | $515.4M | 11.40% | -32,587 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 1.60M | $332.4M | $433.4M | 9.59% | -164,067 | 2026-03-31 |
| 4 | UNH | UNITEDHEALTH GROUP INC | 912.7K | $247.0M | $378.2M | 8.36% | -170,593 | 2026-03-31 |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | 6.60M | $222.5M | $291.2M | 6.44% | +1.97M | 2026-03-31 |
| 6 | TRU | TRANSUNION | 3.21M | $221.9M | $252.2M | 5.58% | +2.14M | 2026-03-31 |
| 7 | TDG | TRANSDIGM GROUP INC | 184.2K | $213.5M | $231.1M | 5.11% | -56,392 | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 676.6K | $194.1M | $241.3M | 5.34% | -255,323 | 2026-03-31 |
| 9 | V | VISA INC | 639.5K | $193.3M | $234.1M | 5.18% | -88,231 | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 383.2K | $191.5M | $219.6M | 4.86% | -66,015 | 2026-03-31 |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 1.69M | $184.5M | $216.6M | 4.79% | -5,680 | 2026-03-31 |
| 12 | MEDP | MEDPACE HLDGS INC | 203.1K | $97.5M | $117.2M | 2.59% | +155.8K | 2026-03-31 |
| 13 | KMX | CARMAX INC | 2.20M | $91.7M | $126.3M | 2.79% | -723,956 | 2026-03-31 |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 296.8K | $86.9M | $111.5M | 2.47% | -89,443 | 2026-03-31 |
| 15 | TPG | TPG INC | 1.99M | $80.5M | $86.7M | 1.92% | +264.1K | 2026-03-31 |
| 16 | NICE | NICE LTD | 572.3K | $63.1M | $56.5M | 1.25% | -- | 2026-03-31 |
| 17 | FISV | FISERV INC | 1.09M | $61.1M | $59.0M | 1.31% | -342,984 | 2026-03-31 |
| 18 | NOW | SERVICENOW INC | 533.8K | $55.8M | $59.4M | 1.31% | -- | 2026-03-31 |
| 19 | IQV | IQVIA HLDGS INC | 248.1K | $42.3M | $58.3M | 1.29% | -75,100 | 2026-03-31 |
| 20 | HEI/A | HEICO CORP NEW | 178.5K | $37.7M | $37.7M | 0.83% | -71,609 | 2026-03-31 |
| 21 | CRM | SALESFORCE INC | 196.8K | $36.7M | $36.2M | 0.80% | -1,353,068 | 2026-03-31 |
| 22 | JLL | JONES LANG LASALLE INC | 109.5K | $33.3M | $38.9M | 0.86% | -41,076 | 2026-03-31 |
| 23 | CIGI | COLLIERS INTL GROUP INC | 255.3K | $27.3M | $25.2M | 0.56% | +70.9K | 2026-03-31 |
| 24 | LFUS | LITTELFUSE INC | 78.1K | $26.5M | $34.5M | 0.76% | -114,105 | 2026-03-31 |
| 25 | — | GENPACT LIMITED | 710.3K | $26.5M | $26.5M | 0.59% | -36,257 | 2026-03-31 |
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