VULCAN VALUE PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAN | 4.62M | $238.54M |
 | CSGP | 4.49M | $301.53M |
 | KMX | 2.93M | $113.21M |
 | AMZN | 1.76M | $406.17M |
 | TPG | 1.72M | $110.02M |
 | ARES | 1.70M | $274.34M |
 | CRM | 1.55M | $411.06M |
 | MLKN | 1.39M | $25.67M |
 | PK | 1.26M | $13.47M |
 | MSFT | 1.14M | $552.00M |
 | QRVO | 1.10M | $93.29M |
 | UNH | 1.08M | $357.67M |
 | TRU | 1.06M | $91.04M |
 | SWK | 1.06M | $78.78M |
 | GOOG | 932K | $292.44M |
 | G | 747K | $34.92M |
 | V | 728K | $255.18M |
 | ABM | 659K | $27.87M |
 | PRG | 599K | $17.67M |
 | ITRN | 540K | $23.43M |
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
4.62M
Value
$238.54M
CoStar Group, Inc.
CSGP
Shares Held
4.49M
Value
$301.53M
CarMax, Inc.
KMX
Shares Held
2.93M
Value
$113.21M
Amazon.com, Inc.
AMZN
Shares Held
1.76M
Value
$406.17M
TPG Inc.
TPG
Shares Held
1.72M
Value
$110.02M
Ares Management Corporation
ARES
Shares Held
1.70M
Value
$274.34M
Salesforce, Inc.
CRM
Shares Held
1.55M
Value
$411.06M
MillerKnoll, Inc.
MLKN
Shares Held
1.39M
Value
$25.67M
Park Hotels & Resorts Inc.
PK
Shares Held
1.26M
Value
$13.47M
Microsoft Corporation
MSFT
Shares Held
1.14M
Value
$552.00M
Qorvo, Inc.
QRVO
Shares Held
1.10M
Value
$93.29M
UnitedHealth Group Incorporated
UNH
Shares Held
1.08M
Value
$357.67M
TransUnion
TRU
Shares Held
1.06M
Value
$91.04M
Stanley Black & Decker, Inc.
SWK
Shares Held
1.06M
Value
$78.78M
Alphabet Inc.
GOOG
Shares Held
932K
Value
$292.44M
Genpact Limited
G
Shares Held
747K
Value
$34.92M
Visa Inc.
V
Shares Held
728K
Value
$255.18M
ABM Industries Incorporated
ABM
Shares Held
659K
Value
$27.87M
PROG Holdings, Inc.
PRG
Shares Held
599K
Value
$17.67M
Ituran Location and Control Ltd.
ITRN
Shares Held
540K
Value
$23.43M