Vulcan Value Partners, LLC activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 10 Aug. Sitewide activity

New 4

Add 6

Reduce 26

Exit 1

37 shown

Ticker	Action	Δ weight	Detail	Period
EFX	New	0% to 0.44%	$14M	Q1→Q2
BMI	New	0% to 0.31%	$10M	Q1→Q2
VEEV	New	0% to 0.11%	$3.8M	Q1→Q2
IWD	New	0% to 0.05%	$1.7M	Q1→Q2
PK	Exit	0.33% to 0%	$13M	Q1→Q2
RYAN	Add	5.9% to 9.1%	+20.0% sh	Q1→Q2
MA	Add	5.1% to 7.9%	+31.3% sh	Q1→Q2
ARES	Add	4.9% to 6.5%	+12.5% sh	Q1→Q2
TPG	Add	2.1% to 2.9%	+18.9% sh	Q1→Q2
IQV	Add	1.1% to 1.5%	+4.7% sh	Q1→Q2
NOW	Add	1.5% to 1.7%	+7.7% sh	Q1→Q2
UNH	Reduce	6.6% to 0.85%	−92.6% sh	Q1→Q2
AMZN	Reduce	8.8% to 7.2%	−37.8% sh	Q1→Q2
TDG	Reduce	5.7% to 6.9%	−7.5% sh	Q1→Q2
KMX	Reduce	2.4% to 1.5%	−58.6% sh	Q1→Q2
GOOG	Reduce	5.1% to 5.8%	−20.3% sh	Q1→Q2
EG	Reduce	11.8% to 11.3%	−23.9% sh	Q1→Q2
ELV	Reduce	2.3% to 1.8%	−47.5% sh	Q1→Q2
LFUS	Reduce	0.70% to 0.24%	−77.7% sh	Q1→Q2
ITRN	Reduce	0.64% to 0.23%	−74.9% sh	Q1→Q2
NICE	Reduce	1.7% to 1.3%	−16.4% sh	Q1→Q2
MSFT	Reduce	10.9% to 11.2%	−11.0% sh	Q1→Q2
MEDP	Reduce	2.6% to 2.3%	−30.2% sh	Q1→Q2
V	Reduce	5.1% to 4.8%	−27.6% sh	Q1→Q2
FISV	Reduce	1.6% to 1.3%	−18.3% sh	Q1→Q2
Genpact	Reduce	0.70% to 0.44%	−26.6% sh	Q1→Q2
HEI	Reduce	1.0% to 1.2%	−13.9% sh	Q1→Q2
CRM	Reduce	0.97% to 0.78%	−16.7% sh	Q1→Q2
CIGI	Reduce	0.72% to 0.60%	−17.0% sh	Q1→Q2
SARO	Reduce	0.49% to 0.41%	−37.2% sh	Q1→Q2
TRU	Reduce	5.9% to 5.9%	−15.6% sh	Q1→Q2
ABM	Reduce	0.64% to 0.60%	−28.8% sh	Q1→Q2
QRVO	Reduce	0.55% to 0.51%	−32.5% sh	Q1→Q2
PRG	Reduce	0.43% to 0.40%	−50.4% sh	Q1→Q2
JLL	Reduce	0.88% to 0.91%	−12.1% sh	Q1→Q2
MLKN	Reduce	0.51% to 0.52%	−36.7% sh	Q1→Q2
FBIN	Reduce	0.35% to 0.36%	−37.5% sh	Q1→Q2