Vulcan Value Partners, LLC has filed its Form 13F-HR report with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a total of 34 separate positions held by the firm.
The largest position disclosed in the portfolio is Ryan Specialty Holdings Inc., for which the firm reported ownership of 2,584,797 shares. Other significant holdings include TransUnion, with 949,368 shares; TPG Inc., with 1,437,650 shares; and Ares Management Corporation, with 635,159 shares.
The portfolio also includes major technology and financial services companies such as Amazon.com Inc., Microsoft Corp., ServiceNow Inc., Alphabet Inc., Mastercard Incorporated, Equifax Inc., and Visa Inc. Additionally, the filing lists holdings in Evergrande Group Ltd., Fiserv Inc., Nice Ltd., Genpact Limited, MillerKnoll Inc., and ABM Industries Inc.
The report indicates that the firm holds sole voting rights for all shares listed in the portfolio.
