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
The top 10 stocks are 78.6% of this fund. 24 other stocks make up the rest.
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%
24 other stocks21.4%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Jun 30, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed