What Vulcan Value Partners bought and sold in Q2 2025
In Q2 2025, Vulcan Value Partners (Vulcan Value Partners) opened 2 new positions — including IQV (2.0%), SSNC (0.8%), added to 7, trimmed 8, exited 2 (CG, DNB). The book stood at $5.67B across 38 positions, filed Aug 13, 2025.
2New7Added8Trimmed2Exited
New positions (2)
Added to (7)
- UNHUnitedhealth Group Inc+696% shares · 7.0% · $395M
- CRMSalesforce Inc+48% shares · 5.3% · $300M
- ARESAres Management Corp - A+781% shares · 3.8% · $217M
- SWKStanley Black & Decker Inc+22% shares · 1.5% · $85M
- SDASealed Air Corp+23% shares · 0.4% · $25M
- TKRTimken CO+56% shares · 0.4% · $20M
- FBINFortune Brands Innovations I+78% shares · 0.3% · $17M
Trimmed (8)
- CSGPCostar Group Inc-23% shares · 5.4% · $309M
- MAMastercard Inc - A-24% shares · 4.5% · $254M
- VVisa Inc-class A Shares-26% shares · 4.3% · $245M
- ELVElevance Health Inc-22% shares · 2.2% · $124M
- QRVOQorvo Inc-44% shares · 2.1% · $120M
- HEI/AHeico Corp-class A-43% shares · 1.3% · $73M
- SWKSSkyworks Solutions Inc-55% shares · 1.2% · $66M
- CCKCrown Holdings Inc-42% shares · 0.8% · $48M
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.