VULCAN VALUE PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAN | 6.60M | $222.53M |
 | TRU | 3.21M | $221.92M |
 | KMX | 2.20M | $91.68M |
 | TPG | 1.99M | $80.45M |
 | ARES | 1.69M | $184.51M |
 | AMZN | 1.60M | $332.37M |
 | EG | 1.36M | $445.13M |
 | MLKN | 1.32M | $19.15M |
 | PK | 1.20M | $12.59M |
 | MSFT | 1.11M | $410.52M |
 | UNH | 913K | $246.96M |
 | SARO | 717K | $18.55M |
 | G | 710K | $26.46M |
 | GOOG | 677K | $194.08M |
 | V | 639K | $193.27M |
 | ABM | 630K | $24.28M |
 | NICE | 572K | $63.10M |
 | PRG | 566K | $16.25M |
 | NOW | 534K | $55.81M |
 | ITRN | 494K | $24.20M |
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
6.60M
Value
$222.53M
TransUnion
TRU
Shares Held
3.21M
Value
$221.92M
CarMax, Inc.
KMX
Shares Held
2.20M
Value
$91.68M
TPG Inc.
TPG
Shares Held
1.99M
Value
$80.45M
Ares Management Corporation
ARES
Shares Held
1.69M
Value
$184.51M
Amazon.com, Inc.
AMZN
Shares Held
1.60M
Value
$332.37M
Everest Group, Ltd.
EG
Shares Held
1.36M
Value
$445.13M
MillerKnoll, Inc.
MLKN
Shares Held
1.32M
Value
$19.15M
Park Hotels & Resorts Inc.
PK
Shares Held
1.20M
Value
$12.59M
Microsoft Corporation
MSFT
Shares Held
1.11M
Value
$410.52M
UnitedHealth Group Incorporated
UNH
Shares Held
913K
Value
$246.96M
StandardAero, Inc.
SARO
Shares Held
717K
Value
$18.55M
Genpact Limited
G
Shares Held
710K
Value
$26.46M
Alphabet Inc.
GOOG
Shares Held
677K
Value
$194.08M
Visa Inc.
V
Shares Held
639K
Value
$193.27M
ABM Industries Inc.
ABM
Shares Held
630K
Value
$24.28M
NICE Ltd.
NICE
Shares Held
572K
Value
$63.10M
PROG Holdings, Inc.
PRG
Shares Held
566K
Value
$16.25M
ServiceNow, Inc.
NOW
Shares Held
534K
Value
$55.81M
Ituran Location and Control Ltd.
ITRN
Shares Held
494K
Value
$24.20M