Vulcan Value Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $3.3B in reported equity holdings across 36 positions. The largest holdings are EG (11.3%), MSFT (11.2%), RYAN (9.1%), MA (7.9%), AMZN (7.2%). The portfolio is concentrated in Other (96.4%), Healthcare (1.8%), Technology (1.7%). Data sourced from SEC EDGAR 13F filings (CIK 1556785).