What Vulcan Value Partners bought and sold in Q2 2026
In Q2 2026, Vulcan Value Partners (Vulcan Value Partners) exited 32 (EG, MSFT, AMZN).
0New0Added0Trimmed32Exited
Exited (32)
- EGEverest Group Ltdwas 11.8% of book
- MSFTMicrosoft Corpwas 10.9% of book
- AMZNAmazon.com Incwas 8.8% of book
- UNHUnitedhealth Group Incwas 6.5% of book
- RYANRyan Specialty Holdings Incwas 5.9% of book
- TRUTransunionwas 5.9% of book
- TDGTransdigm Group Incwas 5.7% of book
- GOOGAlphabet Inc-cl Cwas 5.1% of book
- VVisa Inc-class A Shareswas 5.1% of book
- MAMastercard Inc - Awas 5.1% of book
- ARESAres Management Corp - Awas 4.9% of book
- MEDPMedpace Holdings Incwas 2.6% of book
- KMXCarmax Incwas 2.4% of book
- ELVElevance Health Incwas 2.3% of book
- TPGTpg Incwas 2.1% of book
- NICENice Ltd - Spon Adrwas 1.7% of book
- FISVFiserv Incwas 1.6% of book
- NOWServicenow Incwas 1.5% of book
- IQVIqvia Holdings Incwas 1.1% of book
- HEI/AHeico Corp-class Awas 1.0% of book
- CRMSalesforce Incwas 1.0% of book
- JLLJones Lang Lasalle Incwas 0.9% of book
- CIGIColliers Intl Gr-subord Votwas 0.7% of book
- LFUSLittelfuse Incwas 0.7% of book
- ABMAbm Industries Incwas 0.6% of book
- ITRNIturan Location And Controlwas 0.6% of book
- QRVOQorvo Incwas 0.6% of book
- MLKNMillerknoll Incwas 0.5% of book
- SAROStandardaero Incwas 0.5% of book
- PRGProg Holdings Incwas 0.4% of book
- FBINFortune Brands Innovations Iwas 0.4% of book
- PKPark Hotels & Resorts Incwas 0.3% 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.