VULCAN VALUE PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSGP | 3.83M | $323.20M |
 | KMX | 2.33M | $104.57M |
 | TPG | 1.96M | $112.34M |
 | AMZN | 1.88M | $412.95M |
 | CRM | 1.56M | $371.21M |
 | ARES | 1.35M | $215.78M |
 | PK | 1.26M | $14.25M |
 | UNH | 1.20M | $413.88M |
 | QRVO | 1.20M | $109.01M |
 | MSFT | 1.19M | $614.02M |
 | SWK | 1.16M | $86.27M |
 | MLKN | 1.12M | $20.03M |
 | GOOG | 1.10M | $268.04M |
 | FI | 803K | $103.40M |
 | NICE | 753K | $108.79M |
 | V | 752K | $256.64M |
 | G | 750K | $31.43M |
 | IQV | 681K | $129.91M |
 | ABM | 664K | $30.63M |
 | RYAN | 632K | $35.60M |
CoStar Group, Inc.
CSGP
Shares Held
3.83M
Value
$323.20M
CarMax, Inc.
KMX
Shares Held
2.33M
Value
$104.57M
TPG Inc.
TPG
Shares Held
1.96M
Value
$112.34M
Amazon.com, Inc.
AMZN
Shares Held
1.88M
Value
$412.95M
Salesforce, Inc.
CRM
Shares Held
1.56M
Value
$371.21M
Ares Management Corporation
ARES
Shares Held
1.35M
Value
$215.78M
Park Hotels & Resorts Inc.
PK
Shares Held
1.26M
Value
$14.25M
UnitedHealth Group Incorporated
UNH
Shares Held
1.20M
Value
$413.88M
Qorvo, Inc.
QRVO
Shares Held
1.20M
Value
$109.01M
Microsoft Corporation
MSFT
Shares Held
1.19M
Value
$614.02M
Stanley Black & Decker, Inc.
SWK
Shares Held
1.16M
Value
$86.27M
MillerKnoll, Inc.
MLKN
Shares Held
1.12M
Value
$20.03M
Alphabet Inc.
GOOG
Shares Held
1.10M
Value
$268.04M
Fiserv, Inc.
FI
Shares Held
803K
Value
$103.40M
NICE Ltd.
NICE
Shares Held
753K
Value
$108.79M
Visa Inc.
V
Shares Held
752K
Value
$256.64M
Genpact Limited
G
Shares Held
750K
Value
$31.43M
IQVIA Holdings Inc.
IQV
Shares Held
681K
Value
$129.91M
ABM Industries Incorporated
ABM
Shares Held
664K
Value
$30.63M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
632K
Value
$35.60M