Vulcan Value Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $3.8B in reported equity holdings across 33 positions. The largest holdings are EG (11.8%), MSFT (10.9%), AMZN (8.8%), UNH (6.5%), RYAN (5.9%). The portfolio is concentrated in Other (96.2%), Healthcare (2.3%), Technology (1.5%). Data sourced from SEC EDGAR 13F filings (CIK 1556785).