What Vulcan Value Partners bought and sold in Q4 2024
In Q4 2024, Vulcan Value Partners (Vulcan Value Partners) opened 8 new positions — including UNH (1.0%), DEO (0.2%), MIDD (0.2%), added to 8, trimmed 8, exited 2 (AYI, SMRT). The book stood at $5.98B across 49 positions, filed Feb 14, 2025.
8New8Added8Trimmed2Exited
New positions (8)
- UNHUnitedhealth Group Inc1.0% · $57M
- DEODiageo Plc-sponsored Adr0.2% · $12M
- MIDDMiddleby Corp0.2% · $11M
- FBINFortune Brands Innovations I0.2% · $10M
- SPYSS Spdr S&p 500 Etf Trust-us0.1% · $8M
- RTORentokil Initial Plc-sp Adr0.1% · $5M
- IWDIshares Russell 1000 Value E<0.1% · $618K
- IHGIntercontinental Hotels-adr<0.1% · $339K
Added to (8)
- MSFTMicrosoft Corp+45% shares · 8.4% · $501M
- SWKSSkyworks Solutions Inc+29% shares · 7.8% · $469M
- EGEverest Group Ltd+279% shares · 5.9% · $355M
- TDGTransdigm Group Inc+21% shares · 5.0% · $299M
- QRVOQorvo Inc+54% shares · 3.0% · $180M
- ELVElevance Health Inc+41% shares · 2.4% · $145M
- CCKCrown Holdings Inc+451% shares · 1.1% · $68M
- MEDPMedpace Holdings Inc+120% shares · 0.6% · $34M
Trimmed (8)
- CGCarlyle Group Inc/the-21% shares · 4.5% · $269M
- CRMSalesforce Inc-46% shares · 4.2% · $251M
- ARESAres Management Corp - A-47% shares · 1.1% · $64M
- LYVLive Nation Entertainment IN-81% shares · 1.0% · $60M
- CIGIColliers Intl Gr-subord Vot-22% shares · 0.7% · $41M
- FISVFiserv Inc-67% shares · 0.5% · $30M
- PRGProg Holdings Inc-20% shares · 0.3% · $16M
- KKRKkr & CO Inc-100% shares · <0.1% · $343K
Exited (2)
Vulcan Value Partners's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.