What Vulcan Value Partners bought and sold in Q2 2026
In Q2 2026, Vulcan Value Partners (Vulcan Value Partners) opened 4 new positions — including EFX (0.4%), BMI (0.3%), VEEV (0.1%), added to 1, trimmed 16, exited 1 (PK). The book stood at $3.29B across 36 positions, filed Aug 10, 2026.
4New1Added16Trimmed1Exited
New positions (4)
Added to (1)
Trimmed (16)
- EGEverest Group Ltd-24% shares · 11.3% · $370M
- AMZNAmazon.com Inc-38% shares · 7.2% · $237M
- GOOGAlphabet Inc-cl C-20% shares · 5.8% · $191M
- VVisa Inc-class A Shares-28% shares · 4.8% · $159M
- MEDPMedpace Holdings Inc-30% shares · 2.3% · $75M
- ELVElevance Health Inc-47% shares · 1.8% · $60M
- KMXCarmax Inc-59% shares · 1.5% · $48M
- UNHUnitedhealth Group Inc-93% shares · 0.9% · $28M
- ABMAbm Industries Inc-29% shares · 0.6% · $20M
- MLKNMillerknoll Inc-37% shares · 0.5% · $17M
- QRVOQorvo Inc-33% shares · 0.5% · $17M
- SAROStandardaero Inc-37% shares · 0.4% · $13M
- PRGProg Holdings Inc-50% shares · 0.4% · $13M
- FBINFortune Brands Innovations I-37% shares · 0.4% · $12M
- LFUSLittelfuse Inc-78% shares · 0.2% · $8M
- ITRNIturan Location And Control-75% shares · 0.2% · $8M
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.