13F Insight
DOSSIER · 13F-HR · Q2 2026

Vulcan Value Partners, LLC

$3.3B in tracked AUM across 36 positions as of Q2 2026.

VV
CIK 0001556785 · last filed Jun 30, 2026
Total AUM
$3.3B
as of Q2 2026
Holdings
36
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vulcan Value Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G3223R108
EVEREST GROUP LTD
$370M1.0M11.3%02
MSFT
MICROSOFT CORP
$368M987K11.2%03
RYAN
RYAN SPECIALTY HOLDINGS INC
$299M7.9M9.1%04
MA
MASTERCARD INCORPORATED
$258M503K7.9%05
AMZN
AMAZON COM INC
$237M993K7.2%06
TDG
TRANSDIGM GROUP INC
$227M170K6.9%07
ARES
ARES MANAGEMENT CORPORATION
$212M1.9M6.4%08
TRU
TRANSUNION
$195M2.7M5.9%09
GOOG
ALPHABET INC
$191M539K5.8%10
V
VISA INC
$159M463K4.8%

Filing history

2026Q2Jun 30
$3.3B▼ 12.9%
36 positionsView →2026Q1Mar 31
$3.8B▼ 30.7%
33 positionsView →2025Q4Dec 31
$5.4B▼ 1.3%
41 positionsView →2025Q3Sep 30
$5.5B▼ 2.8%
40 positionsView →2025Q2Jun 30
$5.7B▲ 6.5%
38 positionsLocked2025Q1Mar 31
$5.3B▼ 10.9%
39 positionsLocked2024Q4Dec 31
$6.0B▲ 0.1%
49 positionsLocked2024Q3Sep 30
$6.0B▼ 8.8%
43 positionsLocked2024Q2Jun 30
$6.5B▼ 4.9%
44 positionsLocked2024Q1Mar 31
$6.9B▲ 1.0%
46 positionsLocked2023Q4Dec 31
$6.8B▲ 3.8%
46 positionsLocked2023Q3Sep 30
$6.6B▼ 17.5%
45 positionsLocked
Showing 12 of 59