# Vulcan Value Partners, LLC: Form 13F holdings

An institutional investment manager in BIRMINGHAM, AL. SEC CIK 1556785.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $3.29bn
- Positions: 36 (36 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1556785/000155678526000016/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| EVEREST GROUP LTD | Equity | $370.4m | 11.3% | 1,036,906 |  | Reduced −324,959 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | Equity | $368.1m | 11.2% | 986,905 |  | Reduced −122,086 |
| [RYAN SPECIALTY HOLDINGS INC (RYAN)](/companies/ryan.md) | Equity | $298.8m | 9.1% | 7,912,669 |  | Added +1,317,334 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | Equity | $258.3m | 7.9% | 502,961 |  | Added +119,782 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | Equity | $236.6m | 7.2% | 992,758 |  | Reduced −603,110 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | Equity | $227.0m | 6.9% | 170,429 |  | Reduced −13,799 |
| [ARES MANAGEMENT CORPORATION (ARES)](/companies/ares.md) | Equity | $211.8m | 6.4% | 1,902,580 |  | Added +211,404 |
| [TRANSUNION (TRU)](/companies/tru.md) | Equity | $195.3m | 5.9% | 2,707,249 |  | Reduced −500,156 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | Equity | $190.6m | 5.8% | 539,472 |  | Reduced −137,084 |
| [VISA INC (V)](/companies/v.md) | Equity | $158.9m | 4.8% | 463,268 |  | Reduced −176,186 |
| [TPG INC (TPG)](/companies/tpg.md) | Equity | $95.8m | 2.9% | 2,361,862 |  | Added +375,836 |
| [MEDPACE HLDGS INC (MEDP)](/companies/medp.md) | Equity | $75.1m | 2.3% | 141,743 |  | Reduced −61,325 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | Equity | $60.3m | 1.8% | 155,873 |  | Reduced −140,898 |
| [SERVICENOW INC (NOW)](/companies/now.md) | Equity | $57.1m | 1.7% | 574,811 |  | Added +40,994 |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | Equity | $50.2m | 1.5% | 259,856 |  | Added +11,755 |
| [CARMAX INC (KMX)](/companies/kmx.md) | Equity | $48.3m | 1.5% | 912,638 |  | Reduced −1,292,238 |
| [FISERV INC (FISV)](/companies/fisv.md) | Equity | $43.8m | 1.3% | 893,965 |  | Reduced −200,694 |
| [NICE LTD (NICE)](/companies/nice.md) | Equity | $43.5m | 1.3% | 478,421 |  | Reduced −93,890 |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | Equity | $39.6m | 1.2% | 153,718 |  | Reduced −24,738 |
| [JONES LANG LASALLE INC (JLL)](/companies/jll.md) | Equity | $29.8m | 0.9% | 96,258 |  | Reduced −13,291 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | Equity | $28.0m | 0.9% | 67,309 |  | Reduced −845,365 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | Equity | $25.7m | 0.8% | 164,013 |  | Reduced −32,790 |
| [COLLIERS INTL GROUP INC (CIGI)](/companies/cigi.md) | Equity | $19.9m | 0.6% | 211,910 |  | Reduced −43,411 |
| [ABM INDS INC (ABM)](/companies/abm.md) | Equity | $19.8m | 0.6% | 448,559 |  | Reduced −181,737 |
| [MILLERKNOLL INC (MLKN)](/companies/mlkn.md) | Equity | $17.1m | 0.5% | 838,151 |  | Reduced −486,458 |
| QORVO INC | Equity | $16.9m | 0.5% | 181,315 |  | Reduced −87,498 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | Equity | $14.4m | 0.4% | 90,748 |  | New +90,748 |
| GENPACT LIMITED | Equity | $14.3m | 0.4% | 521,587 |  | Reduced −188,726 |
| [STANDARDAERO INC (SARO)](/companies/saro.md) | Equity | $13.5m | 0.4% | 450,287 |  | Reduced −266,696 |
| [PROG HOLDINGS INC (PRG)](/companies/prg.md) | Equity | $13.1m | 0.4% | 281,066 |  | Reduced −285,248 |
| [FORTUNE BRANDS INNOVATIONS I (FBIN)](/companies/fbin.md) | Equity | $11.8m | 0.4% | 214,798 |  | Reduced −128,765 |
| [BADGER METER INC (BMI)](/companies/bmi.md) | Equity | $10.2m | 0.3% | 68,684 |  | New +68,684 |
| [LITTELFUSE INC (LFUS)](/companies/lfus.md) | Equity | $7.9m | 0.2% | 17,448 |  | Reduced −60,659 |
| ITURAN LOCATION AND CONTROL | Equity | $7.6m | 0.2% | 124,028 |  | Reduced −369,812 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | Equity | $3.8m | 0.1% | 21,240 |  | New +21,240 |
| ISHARES TR | Equity | $1.7m | <0.1% | 7,011 |  | New +7,011 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PARK HOTELS & RESORTS INC (PK)](/companies/pk.md) | Equity | $0 | 0.0% | 0 |  | Sold out −1,195,835 |

Source: SEC EDGAR, Form 13F-HR, accession 0001556785-26-000016. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.