Featured 13F manager
Vulcan Value Partners, LLC
Birmingham, AL 23 processed 13Fs on this site · 2021 Q3–2026 Q2
- $3.3B
- 36 Positions
- 2026 Q2
- −12.9% QoQ
- Top 5 46.7%
Portfolio
top 5 46.7% · top 10 76.6%
- EG - Everest Group 11.3%
- MSFT - Microsoft 11.2%
- RYAN - Ryan Specialty 9.1%
- MA - Mastercard 7.9%
- AMZN - Amazon 7.2%
- TDG - Transdigm Group 6.9%
- ARES - Ares Management 6.5%
- TRU - Transunion 5.9%
- GOOG - Alphabet 5.8%
- V - VISA 4.8%
- TPG — 2.9%
- MEDP - Medpace 2.3%
- Other 18.2%
AUM over time
Book
| UPST - Upstart | 7.23% | Hold | 4,250,461 | $316.44 | $1.3B |
| MA - Mastercard | 7.21% | Hold | 3,858,999 | $347.68 | $1.3B |
| TDG - Transdigm Group | 6.86% | Hold | 2,043,693 | $624.57 | $1.3B |
| AMZN - Amazon | 6.74% | Hold | 381,653 | $3,285 | $1.3B |
| KKR — | 6.09% | Hold | 18,603,128 | $60.88 | $1.1B |
| CRM - Salesforce | 5.79% | Hold | 3,971,610 | $271.22 | $1.1B |
| CG - Carlyle Group | 4.36% | Hold | 17,162,398 | $47.28 | $811M |
| AMAT - Applied Matls | 4.20% | Hold | 6,067,153 | $128.73 | $781M |
| GOOG - Alphabet | 4.16% | Hold | 290,375 | $2,665 | $774M |
| V - VISA | 4.10% | Hold | 3,421,291 | $222.75 | $762M |
| MSFT - Microsoft | 4.01% | Hold | 2,647,917 | $281.92 | $746M |
| QRVO - Qorvo | 3.90% | Hold | 4,336,192 | $167.19 | $725M |
| W - Wayfair | 3.86% | Hold | 2,813,084 | $255.51 | $719M |
| META - Meta Platforms | 3.85% | Hold | 2,111,410 | $339.39 | $717M |
| SWKS - Skyworks Solutions | 3.68% | Hold | 4,150,314 | $164.78 | $684M |
| NVDA - Nvidia | 3.61% | Hold | 3,242,629 | $207.16 | $672M |
| CSGP - Costar Group | 3.29% | Hold | 7,118,544 | $86.06 | $613M |
| HEI - Heico | 2.81% | Hold | 4,417,609 | $118.43 | $523M |
| LRCX - Lam Research | 2.74% | Hold | 896,631 | $569.15 | $510M |
| ELV - Anthem | 2.34% | Hold | 1,168,878 | $372.80 | $436M |
| SAP - Sap Se | 1.47% | Hold | 2,018,211 | $135.41 | $273M |
| Cushman Wakefield | 1.24% | Hold | 12,413,478 | $18.61 | $231M |
| CRNC - Cerence | 0.82% | Hold | 1,594,153 | $96.11 | $153M |
| SSNC - SS&C Technologies | 0.52% | Hold | 1,392,389 | $69.40 | $97M |
| Virtus Invt Partners | 0.50% | Hold | 300,329 | $310.32 | $93M |
| CIGI - Colliers Intl Group | 0.48% | Hold | 693,535 | $127.71 | $89M |
| SMRT - SmartRent | 0.44% | Hold | 6,242,638 | $13.02 | $81M |
| PK - Park Hotels & Resorts | 0.41% | Hold | 4,020,246 | $19.14 | $77M |
| ABM - Abm Inds | 0.41% | Hold | 1,699,988 | $45.01 | $77M |
| LFUS - Littelfuse | 0.40% | Hold | 273,100 | $273.27 | $75M |
| CW - Curtiss Wright | 0.35% | Hold | 514,962 | $126.18 | $65M |
| PRG - PROG | 0.35% | Hold | 1,533,080 | $42.01 | $64M |
| MEDP - Medpace | 0.31% | Hold | 308,504 | $189.28 | $58M |
| ITRN - Ituran Location And Control | 0.27% | Hold | 1,953,990 | $25.39 | $50M |
| JLL - Jones Lang Lasalle | 0.27% | Hold | 199,326 | $248.09 | $49M |
| MLKN - Miller Herman | 0.26% | Hold | 1,309,028 | $37.66 | $49M |
| CSL - Carlisle Cos | 0.23% | Hold | 213,033 | $198.79 | $42M |
| AYI - Acuity Brands | 0.22% | Hold | 240,052 | $173.37 | $42M |
| ENS - Enersys | 0.21% | Hold | 523,385 | $74.44 | $39M |
| EngageSmart | 0.03% | Hold | 140,000 | $34.06 | $5M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 36 | $3.3B | −12.9% | 13F-HR | 8/10/2026 | 000155678526000016 |
| 2026 Q1 | 33 | $3.8B | −30.7% | 13F-HR | 5/11/2026 | 000155678526000008 |
| 2025 Q4 | 1 | $98M | — | new holds | 3/17/2026 | 000155678526000006 |
| 2025 Q4 | 40 | $5.4B | −1.3% | 13F-HR | 2/9/2026 | 000155678526000004 |
| 2025 Q3 | 40 | $5.5B | −2.7% | 13F-HR | 11/10/2025 | 000155678525000034 |
| 2025 Q2 | 38 | $5.7B | +6.5% | 13F-HR | 8/13/2025 | 000155678525000025 |
| 2025 Q1 | 39 | $5.3B | −10.9% | 13F-HR | 5/8/2025 | 000155678525000022 |
| 2024 Q4 | 49 | $6B | +0.1% | 13F-HR | 2/14/2025 | 000155678525000002 |
| 2024 Q3 | 43 | $6B | −8.8% | 13F-HR | 11/13/2024 | 000155678524000020 |
| 2024 Q2 | 1 | $505M | — | new holds | 8/15/2024 | 000155678524000016 |
| 2024 Q2 | 44 | $6.5B | −4.9% | 13F-HR | 8/14/2024 | 000155678524000014 |
| 2024 Q1 | 46 | $6.9B | +1.0% | 13F-HR | 5/15/2024 | 000155678524000012 |
| 2023 Q4 | 46 | $6.8B | +3.8% | 13F-HR | 2/13/2024 | 000155678524000007 |
| 2023 Q3 | 45 | $6.6B | −17.5% | 13F-HR | 11/14/2023 | 000155678523000023 |
| 2023 Q2 | 44 | $8B | +0.7% | 13F-HR | 8/14/2023 | 000155678523000021 |
| 2023 Q1 | 43 | $7.9B | +6.2% | 13F-HR | 5/15/2023 | 000155678523000019 |
| 2022 Q4 | 41 | $7.4B | −12.9% | 13F-HR | 2/14/2023 | 000155678523000003 |
| 2022 Q3 | 37 | $8.5B | −16.4% | 13F-HR | 11/14/2022 | 000155678522000038 |
| 2022 Q2 | 39 | $10.2B | −37.3% | 13F-HR | 8/15/2022 | 000155678522000034 |
| 2022 Q1 | 35 | $16.3B | −16.7% | 13F-HR | 5/16/2022 | 000155678522000032 |
| 2021 Q4 | 39 | $19.6B | — | new holds | 3/4/2022 | 000155678522000028 |
| 2021 Q4 | 37 | $19.6B | +5.1% | 13F-HR | 2/14/2022 | 000155678522000008 |
| 2021 Q3 | 40 | $18.6B | — | 13F-HR | 11/15/2021 | 000155678521000031 |
About
Vulcan Value Partners, LLC
23 processed 13Fs on this site · 2021 Q3–2026 Q2