account_balance
Investment manager · 13F filer · SEC CIK 1556785
Vulcan Value Partners, LLC
Reported value$3.13Bas of Sep 30, 2026
Positions34 2 new, 4 sold out
Top 10 weight78.6%MSFT alone is 15%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
14.9%Trimmed −8%
EGEverest Group Ltd
11.2%Trimmed −7%
RYANRyan Specialty Holdings Inc
8.1%Trimmed −13%
MAMastercard Incorporated
7.9%Trimmed −11%
AMZNAmazon Com Inc
7.7%
TDGTransdigm Group Inc
6.6%Added +12%
ARESAres Management Corporation
6.4%Trimmed −9%
GOOGAlphabet Inc
5.9%
VVisa Inc
4.9%Trimmed −7%
TRUTransunion
4.7%Trimmed −11%
TPGTPG Inc
3.1%Trimmed −6%
NOWServicenow Inc
2.4%Trimmed −3%
MSFTMicrosoft Corp
14.9%Trimmed −8%
EGEverest Group Ltd
11.2%Trimmed −7%
RYANRyan Specialty Holdings Inc
8.1%Trimmed −13%
MAMastercard Incorporated
7.9%Trimmed −11%
AMZNAmazon Com Inc
7.7%
TDG6.6%ARES6.4%GOOG5.9%V4.9%TRU4.7%TPG3.1%NOW2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 14.9% Trimmed −8%EG Everest Group Ltd 11.2% Trimmed −7%RYAN Ryan Specialty Holdings Inc 8.1% Trimmed −13%MA Mastercard Incorporated 7.9% Trimmed −11%AMZN Amazon Com Inc 7.7% HeldTDG Transdigm Group Inc 6.6% Added +12%ARES Ares Management Corporation 6.4% Trimmed −9%GOOG Alphabet Inc 5.9% HeldV Visa Inc 4.9% Trimmed −7%TRU Transunion 4.7% Trimmed −11%TPG TPG Inc 3.1% Trimmed −6%NOW Servicenow Inc 2.4% Trimmed −3%
What changed