Vulcan Value Partners, LLC
Vulcan Value Partners, LLC reported 36 positions worth $3.29B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: EG (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EG | SH | $370.4M | 11.28% | 1,036,906 | — | — | |
| ▸ 2 | MSFT | SH | $368.1M | 11.21% | 986,905 | — | — | |
| ▸ 3 | RYAN | SH | $298.8M | 9.09% | 7,912,669 | — | — | |
| ▸ 4 | MA | SH | $258.3M | 7.86% | 502,961 | — | — | |
| ▸ 5 | AMZN | SH | $236.6M | 7.20% | 992,758 | — | — | |
| ▸ 6 | TDG | SH | $227.0M | 6.91% | 170,429 | — | — | |
| ▸ 7 | ARES | SH | $211.8M | 6.45% | 1,902,580 | — | — | |
| ▸ 8 | TRU | SH | $195.3M | 5.94% | 2,707,249 | — | — | |
| ▸ 9 | GOOG | SH | $190.6M | 5.80% | 539,472 | — | — | |
| ▸ 10 | V | SH | $158.9M | 4.84% | 463,268 | — | — |
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Frequently Asked Questions
What stocks does Vulcan Value Partners, LLC hold as of Q2 2026?
Vulcan Value Partners, LLC reported 36 positions worth $3.29B in its Q2 2026 13F filing. Largest positions: EG (11.3%), MSFT (11.2%), RYAN (9.1%), MA (7.9%) and AMZN (7.2%).
What did Vulcan Value Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vulcan Value Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.