What Vulcan Value Partners bought and sold in Q3 2025
In Q3 2025, Vulcan Value Partners (Vulcan Value Partners) opened 3 new positions — including FISV (1.9%), RYAN (0.6%), SPY (<0.1%), added to 5, trimmed 7, exited 1 (CBRE). The book stood at $5.52B across 40 positions, filed Nov 10, 2025.
3New5Added7Trimmed1Exited
New positions (3)
Added to (5)
Trimmed (7)
- GOOGAlphabet Inc-cl C-37% shares · 4.9% · $268M
- MEDPMedpace Holdings Inc-30% shares · 1.9% · $103M
- JLLJones Lang Lasalle Inc-59% shares · 1.1% · $59M
- LFUSLittelfuse Inc-23% shares · 0.9% · $51M
- CIGIColliers Intl Gr-subord Vot-28% shares · 0.5% · $29M
- SWKSSkyworks Solutions Inc-61% shares · 0.4% · $24M
- SDASealed Air Corp-44% shares · 0.3% · $16M
Exited (1)
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.