What Vulcan Value Partners bought and sold in Q4 2025
In Q4 2025, Vulcan Value Partners (Vulcan Value Partners) opened 3 new positions — including TRU (1.6%), SARO (0.2%), IWD (<0.1%), added to 6, trimmed 5, exited 2 (SSNC, SWKS). The book stood at $5.54B across 41 positions, filed Mar 17, 2026.
3New6Added5Trimmed2Exited
New positions (3)
Added to (6)
Trimmed (5)
- IQVIqvia Holdings Inc-53% shares · 1.3% · $73M
- JLLJones Lang Lasalle Inc-24% shares · 0.9% · $51M
- MEDPMedpace Holdings Inc-76% shares · 0.5% · $27M
- TKRTimken CO-44% shares · 0.2% · $12M
- SEESealed Air Corp New-74% shares · 0.1% · $5M
Exited (2)
- SSNCSs&c Technologies Holdingswas 0.6% of book
- SWKSSkyworks Solutions Incwas 0.4% of book
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.