Vulcan Value Partners, LLC: 13F holdings
CIK 15567852026Q2
| Positions | 36 |
|---|
| Reported value | $3.3bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 36 (+3 vs prior quarter) |
|---|
| Reported value | $3.3bn (-12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EVEREST GROUP LTD | 1,036,906 | $370.4m | 11.3% |
| MSFT MICROSOFT CORP | 986,905 | $368.1m | 11.2% |
| RYAN RYAN SPECIALTY HOLDINGS INC | 7,912,669 | $298.8m | 9.1% |
| MA MASTERCARD INCORPORATED | 502,961 | $258.3m | 7.9% |
| AMZN AMAZON COM INC | 992,758 | $236.6m | 7.2% |
| TDG TRANSDIGM GROUP INC | 170,429 | $227.0m | 6.9% |
| ARES ARES MANAGEMENT CORPORATION | 1,902,580 | $211.8m | 6.4% |
| TRU TRANSUNION | 2,707,249 | $195.3m | 5.9% |
| GOOG ALPHABET INC | 539,472 | $190.6m | 5.8% |
| V VISA INC | 463,268 | $158.9m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1556785")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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