Vulcan Value Partners, LLC 13F Holdings

CIK 0001556785

As of Sep 30, 2025, Vulcan Value Partners, LLC reported 40 positions worth $5.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,185,402$614.0M11.13%
EVEREST GROUP LTDEGFinancial Services1,417,466$496.5M9.00%
UNITEDHEALTH GROUP INCUNHHealthcare1,198,338$413.9M7.50%
AMAZON.COM INCAMZNEquity1,880,565$412.9M7.49%
SALESFORCE INCCRMTechnology1,564,357$371.2M6.73%
TRANSDIGM GROUP INCTDGIndustrials249,643$329.0M5.96%
COSTAR GROUP INCCSGPReal Estate3,831,609$323.2M5.86%
ALPHABET INCGOOGEquity1,100,358$268.0M4.86%
MASTERCARD INCMAFinancial Services466,222$265.2M4.81%
VISA INC-CLASS A SHARESVFinancial Services751,516$256.6M4.65%
ARES MANAGEMENT CORPARESFinancial Services1,350,249$215.8M3.91%
ELEVANCE HEALTH INCELVHealthcare419,195 35.7M2.46%
IQVIA HOLDINGS INCIQVHealthcare680,933 29.9M2.35%
TPG INCTPGFinancial Services1,958,438 12.3M2.04%
QORVO INCQRVOTechnology1,197,365 09.0M1.98%
NICE LTDNICETechnology753,316 08.8M1.97%
CARMAX INCKMXConsumer Cyclical2,328,120 04.6M1.90%
FISERV INCFISVTechnology803,160 03.4M1.87%
MEDPACE HOLDINGS INCMEDPHealthcare200,172 03.2M1.87%
STANLEY BLACK & DECKER INCSWKIndustrials1,161,466$86.3M1.56%
HEICO CORPHEI.AIndustrials270,379$68.7M1.24%
JONES LANG LASALLE INCJLLReal Estate197,663$58.9M1.07%
LITTELFUSE INCLFUSTechnology196,903$51.0M0.92%
CROWN HOLDINGS INCCCKConsumer Cyclical429,884$41.5M0.75%
RYAN SPECIALTY HOLDINGS INCRYANFinancial Services631,577$35.6M0.65%