Universe · entity
Vulcan Value Partners, LLC
Institutional manager (13F) · CIK 1556785
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $3.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EVEREST GROUP LTD | $445M | 1,361,865 |
| 2 | MICROSOFT CORP | $411M | 1,108,991 |
| 3 | AMAZON COM INC | $332M | 1,595,868 |
| 4 | UNITEDHEALTH GROUP INC | $247M | 912,674 |
| 5 | RYAN SPECIALTY HOLDINGS INC | $223M | 6,595,335 |
| 6 | TRANSUNION | $222M | 3,207,405 |
| 7 | TRANSDIGM GROUP INC | $214M | 184,228 |
| 8 | ALPHABET INC | $194M | 676,556 |
| 9 | VISA INC | $193M | 639,454 |
| 10 | MASTERCARD INCORPORATED | $191M | 383,179 |
| 11 | ARES MANAGEMENT CORPORATION | $185M | 1,691,176 |
| 12 | MEDPACE HLDGS INC | $98M | 203,068 |
| 13 | CARMAX INC | $92M | 2,204,876 |
| 14 | ELEVANCE HEALTH INC FORMERLY | $87M | 296,771 |
| 15 | TPG INC | $80M | 1,986,026 |
| 16 | NICE LTD | $63M | 572,311 |
| 17 | FISERV INC | $61M | 1,094,659 |
| 18 | SERVICENOW INC | $56M | 533,817 |
| 19 | IQVIA HLDGS INC | $42M | 248,101 |
| 20 | HEICO CORP NEW | $38M | 178,456 |
| 21 | SALESFORCE INC | $37M | 196,803 |
| 22 | JONES LANG LASALLE INC | $33M | 109,549 |
| 23 | COLLIERS INTL GROUP INC | $27M | 255,321 |
| 24 | LITTELFUSE INC | $27M | 78,107 |
| 25 | GENPACT LIMITED | $26M | 710,313 |
| 26 | ABM INDS INC | $24M | 630,296 |
| 27 | ITURAN LOCATION AND CONTROL | $24M | 493,840 |
| 28 | QORVO INC | $21M | 268,813 |
| 29 | MILLERKNOLL INC | $19M | 1,324,609 |
| 30 | STANDARDAERO INC | $19M | 716,983 |
| 31 | PROG HOLDINGS INC | $16M | 566,314 |
| 32 | FORTUNE BRANDS INNOVATIONS I | $13M | 343,563 |
| 33 | PARK HOTELS & RESORTS INC | $13M | 1,195,835 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.