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.

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.