Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Vulcan Value Partners, LLC

•CIK: 1556785•Filing: Q4 2025

Vulcan Value Partners, LLC, managed by the seasoned investor team known for a disciplined value-oriented approach, currently holds $5.4 billion in assets with a concentrated portfolio of 40 positions. Recently, the fund has made notable shifts by adding TRU, SARO, and IWD, while significantly cutting positions in MEDP and SEE, and exiting NSY and SSNC, reflecting a strategic pivot towards tech and healthcare sectors.

Total AUM

$5.4B

QoQ Performance

-1.3%

Positions

40

Top 10 Concentration

67.7%

Latest Filing

Q4 2025

Top Holdings Allocation

MSFT

EG

CRM

AMZN

UNH

T7D

CSGP

GOOG

MSFT10.1%

EG9.4%

CRM7.5%

AMZN7.5%

UNH6.6%

T7D5.9%

CSGP5.5%

GOOG5.4%

📈 Biggest Buys

RYAN SPECIALTY HOLDINGS INC

+631.7%

4.4% of portfolio

TRANSUNION

NEW

1.7% of portfolio

ARES MANAGEMENT CORPORATION

+25.7%

5.0% of portfolio

COSTAR GROUP INC

+17.1%

5.5% of portfolio

FISERV INC

+79.0%

1.8% of portfolio

📉 Biggest Sells

MEDPACE HLDGS INC

-76.4%

0.5% of portfolio

IQVIA HLDGS INC

-52.5%

1.3% of portfolio

ALPHABET INC

-15.3%

5.4% of portfolio

UNITEDHEALTH GROUP INC

-9.6%

6.6% of portfolio

AMAZON COM INC

-6.4%

7.5% of portfolio

Sector Breakdown

Other53.4%

Technology23.1%

Financial9.4%

Consumer7.5%

Healthcare6.6%

ETF0.1%

🚪 Exited Positionssold since Q3 2025

NICE LTD

SOLD

$108.8M

SS&C TECHNOLOGIES HLDGS INC

SOLD

$35.0M

SKYWORKS SOLUTIONS INC

SOLD

$24.0M

Changes from Q3 2025

NEW3 new positions

↑10 increased

↓27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EVEREST GROUP LTD

UNITEDHEALTH GROUP INC

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