Vulcan Value Partners, LLC - Portfolio Stock Holdings

Vulcan Value Partners, LLC disclosed 42 stock positions in a recent SEC 13F filing. $3,749,522,820 of stock holdings were filed, with the largest holdings including EG, MSFT, and AMZN. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.

We estimate the fund has a total AUM of $6,083,234,967 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.