Not yet filed. No Q3 2026 Form 13F from Vulcan Value Partners has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 10, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| EG · EVEREST GROUP, LTD. | 1,036,906 | 11.28% |
| MSFT · MICROSOFT CORP | 986,905 | 11.21% |
| RYAN · RYAN SPECIALTY HOLDINGS, INC. | 7,912,669 | 9.09% |
| MA · Mastercard Inc | 502,961 | 7.86% |
| AMZN · AMAZON COM INC | 992,758 | 7.20% |
| TDG · TransDigm Group INC | 170,429 | 6.91% |
| ARES · Ares Management Corp | 1,902,580 | 6.45% |
| TRU · TransUnion | 2,707,249 | 5.94% |
| GOOG · Alphabet Inc. | 539,472 | 5.80% |
| V · VISA INC. | 463,268 | 4.84% |
Largest increase 2026 Q1 → 2026 Q2: MA (+31.3% of shares). New position in 2026 Q2: EFX (0.44% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: UNH (-92.6% of shares). Exited in 2026 Q2: PK.
Full record: Vulcan Value Partners fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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