Vulcan Value Partners, LLC

CIK 0001556785 · Q2 2026

13F Equity AUM

$3.3B

-12.9% QoQ

Positions

+3 QoQ

AUM Rank

#1,840

Top 15%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #5,418 · Top 65%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 46.6%Top 10: 76.6%Top 20: 93.1%

RE11.3%

MSFT11.2%

RYAN9.1%

MA7.9%

AMZN7.2%

T7D6.9%

ARES6.5%

TRU5.9%

GOOG5.8%

V4.8%

Others (26)23.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services42.5%

Technology18.1%

Consumer Cyclical9.2%

Industrials8.2%

Consumer Discretionary8.1%

Healthcare6.6%

Communication Services5.8%

Other1.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 36Median: 1.26%Avg: 2.78%

0–0.5%

10(3.0%)

0.5–1%

7(4.8%)

1–3%

9(15.6%)

3–5%

1(4.8%)

5%+

9(71.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 36vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased6Decreased26Exited1

New Positions

EFX0.4%

+91K

BMI0.3%

+69K

VEEV0.1%

+21K

IWD0.1%

+7K

Increased

RYAN9.1%

+1.3M(+20%)

TPG2.9%

+376K(+19%)

ARES6.5%

+211K(+13%)

MA7.9%

+120K(+31%)

NOW1.7%

+41K(+8%)

IQV1.5%

+12K(+5%)

Decreased

KMX1.5%

-1,292,238(-59%)

UNH0.8%

-845,365(-93%)

AMZN7.2%

-603,110(-38%)

TRU5.9%

-500,156(-16%)

MLKN0.5%

-486,458(-37%)

ITRN0.2%

-369,812(-75%)

RE11.3%

-324,959(-24%)

PRG0.4%

-285,248(-50%)

SARO0.4%

-266,696(-37%)

FISV1.3%

-200,694(-18%)

Exited

-1,195,835

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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