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Vulcan Value — 13F History

Vulcan Value Partners, LLCCIK 0001556785Form 13F-HR on EDGAR
Portfolio value$3.3B
Positions36
QuarterQ2 2026ended 2026-06-30
Filed08/102026

Every 13F on file since Q2 2013: what Vulcan Value bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$3.3B · 36 stocks · filed Aug 10, 2026
4 bought6 added26 reduced1 sold
Q1 2026$3.8B · 33 stocks · filed May 11, 2026
1 bought6 added26 reduced9 sold
sold CSGPreduced −87% CRMadded +202% TRUsold SWKadded +329% MEDPreduced −27% GOOG
Q4 2025$5.5B · 41 stocks · filed Mar 17, 2026
3 bought11 added27 reduced2 sold
added +632% RYANbought TRUreduced −76% MEDPreduced −53% IQVadded +26% ARESreduced −15% GOOG
Q3 2025$5.5B · 40 stocks · filed Nov 10, 2025
3 bought15 added22 reduced1 sold
Q2 2025$5.7B · 38 stocks · filed Aug 13, 2025
2 bought11 added25 reduced3 sold
Q1 2025$5.3B · 39 stocks · filed May 8, 2025
2 bought11 added26 reduced12 sold
Q4 2024$6.0B · 49 stocks · filed Feb 14, 2025
8 bought14 added27 reduced2 sold
Q3 2024$6.0B · 43 stocks · filed Nov 13, 2024
1 bought4 added38 reduced3 sold
Q2 2024$7.1B · 45 stocks · filed Aug 15, 2024
1 bought12 added32 reduced2 sold
Q1 2024$6.9B · 46 stocks · filed May 15, 2024
4 bought9 added33 reduced4 sold
Q4 2023$6.8B · 46 stocks · filed Feb 13, 2024
1 bought3 added42 reduced0 sold
Q3 2023$6.6B · 45 stocks · filed Nov 14, 2023
3 bought8 added34 reduced2 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.