Vulcan Value Partners, LLC
13F filer · CIK 1556785 · Birmingham, AL
Summary
Vulcan Value Partners, LLC reported $3.29B across 36 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are EG (11.3%), MSFT (11.2%), RYAN (9.1%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 6, trimmed 26 and sold out of 1.
Reported value$3.29B
Positions36
Report period2026 Q2
FiledAug 10, 2026
New positions4
Added6
Trimmed26
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.3%Value $370.41MPrice $368.81Shares 1.04M -23.86%Since Jun 30 +3.24%
Weight 11.2%Value $368.14MPrice $508.96Shares 987K -11.01%Since Jun 30 +36.44%
Weight 9.1%Value $298.78MPrice $37.85Shares 7.91M +19.97%Since Jun 30 +0.24%
Weight 7.9%Value $258.32MPrice $563.58Shares 503K +31.26%Since Jun 30 +9.73%
Weight 7.2%Value $236.61MPrice $246.67Shares 993K -37.79%Since Jun 30 +3.50%
Weight 6.9%Value $227.02MPrice $1100Shares 170K -7.49%Since Jun 30 -17.44%
Weight 6.4%Value $211.78MPrice $118.97Shares 1.90M +12.50%Since Jun 30 +6.88%
Weight 5.9%Value $195.30MPrice $64.29Shares 2.71M -15.59%Since Jun 30 -10.88%
Weight 5.8%Value $190.61MPrice $337.32Shares 539K -20.26%Since Jun 30 -4.53%
Weight 4.8%Value $158.94MPrice $365.88Shares 463K -27.55%Since Jun 30 +6.64%
Weight 2.9%Value $95.77MPrice $43.50Shares 2.36M +18.92%Since Jun 30 +7.27%
Weight 2.3%Value $75.07MPrice $622.11Shares 142K -30.20%Since Jun 30 +17.47%
Weight 1.8%Value $60.28MPrice $392.73Shares 156K -47.48%Since Jun 30 +1.55%
Weight 1.7%Value $57.07MPrice $129.94Shares 575K +7.68%Since Jun 30 +30.88%
Weight 1.5%Value $50.21MPrice $268.99Shares 260K +4.74%Since Jun 30 +39.21%
Weight 1.5%Value $48.27MPrice $59.23Shares 913K -58.61%Since Jun 30 +11.99%
Weight 1.3%Value $43.85MPrice $45.36Shares 894K -18.33%Since Jun 30 -7.52%
Weight 1.3%Value $43.46MPrice $106.81Shares 478K -16.41%Since Jun 30 +17.57%
Weight 1.2%Value $39.65MPrice $230.84Shares 154K -13.86%Since Jun 30 -10.50%
Weight 0.9%Value $29.84MPrice $311.00Shares 96K -12.13%Since Jun 30 +0.34%
Weight 0.9%Value $27.98MPrice $374.94Shares 67K -92.63%Since Jun 30 -9.79%
Weight 0.8%Value $25.69MPrice $225.31Shares 164K -16.66%Since Jun 30 +43.82%
Weight 0.6%Value $19.87MPrice $90.04Shares 212K -17.00%Since Jun 30 -4.00%
Weight 0.6%Value $19.84MPrice $48.62Shares 449K -28.83%Since Jun 30 +9.90%
Weight 0.5%Value $17.15MPrice $19.96Shares 838K -36.72%Since Jun 30 -2.44%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.3% | $370.41M | +3.24% | -23.86% | Trim | |
| 11.2% | $368.14M | +36.44% | -11.01% | Trim | |
| 9.1% | $298.78M | +0.24% | +19.97% | Add | |
| 7.9% | $258.32M | +9.73% | +31.26% | Add | |
| 7.2% | $236.61M | +3.50% | -37.79% | Trim | |
| 6.9% | $227.02M | -17.44% | -7.49% | Trim | |
| 6.4% | $211.78M | +6.88% | +12.50% | Add | |
| 5.9% | $195.30M | -10.88% | -15.59% | Trim | |
| 5.8% | $190.61M | -4.53% | -20.26% | Trim | |
| 4.8% | $158.94M | +6.64% | -27.55% | Trim | |
| 2.9% | $95.77M | +7.27% | +18.92% | Add | |
| 2.3% | $75.07M | +17.47% | -30.20% | Trim | |
| 1.8% | $60.28M | +1.55% | -47.48% | Trim | |
| 1.7% | $57.07M | +30.88% | +7.68% | Add | |
| 1.5% | $50.21M | +39.21% | +4.74% | Add | |
| 1.5% | $48.27M | +11.99% | -58.61% | Trim | |
| 1.3% | $43.85M | -7.52% | -18.33% | Trim | |
| 1.3% | $43.46M | +17.57% | -16.41% | Trim | |
 HEI.AHEICO CORP NEW | 1.2% | $39.65M | -10.50% | -13.86% | Trim |
| 0.9% | $29.84M | +0.34% | -12.13% | Trim | |
| 0.9% | $27.98M | -9.79% | -92.63% | Trim | |
| 0.8% | $25.69M | +43.82% | -16.66% | Trim | |
| 0.6% | $19.87M | -4.00% | -17.00% | Trim | |
| 0.6% | $19.84M | +9.90% | -28.83% | Trim | |
| 0.5% | $17.15M | -2.44% | -36.72% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.