Vulcan Value Partners recent buys & sells (2025 Q4)
C.T. Fitzpatrick
Vulcan Value Partners Portfolio Changes
Purchase & sale details
- Portfolio value:
- $5.54B (+$27M)
- Previous value:
- $5.52B
- # of changes:
- 43
- New positions:
- 3
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Mar 2026
Vulcan Value Partners has disclosed a total of 43 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 11, bought 3 totally new, decreased the number of shares of 27 and completely sold out 2 position(s).
What stocks did Vulcan Value Partners buy in 2025 Q4?
During 2025 Q4 Vulcan Value Partners has bought 14 securities out of which top 5 purchases (by % change to portfolio) were (EG) EVEREST GROUP LTD (added shares +6.51%), (CSGP) CoStar Group Inc (added shares +17.05%), (ARES) Ares Management LP (added shares +25.67%), (RYAN) Ryan Specialty Group Holdings Inc (added shares +631.67%) and (KMX) CarMax Inc (added shares +25.80%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -3.70%), (EG) EVEREST GROUP LTD (added shares +6.51%), (CRM) Salesforce.com Inc (reduced shares -0.93%), (AMZN) Amazon.com Inc (reduced shares -6.41%) and (UNH) UnitedHealth Group Incorporated (reduced shares -9.60%).
43 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
iShares Russell 1000 Value ETF
|
new
|
+2,748
|
2,748
|
+0.01%
|
$231.44
|
+10.43%($255.58)
|
0.01%
|
2025 Q4
|
~0.25 years
|
|
|
|
TransUnion
|
new
|
+1,062,584
|
1,062,584
|
+1.64%
|
$85.68
|
-14.39%($73.35)
|
1.64%
|
2025 Q4
|
~0.25 years
|
|
|
|
StandardAero, Inc
|
new
|
+473,415
|
473,415
|
+0.25%
|
$28.77
|
-25.76%($21.36)
|
0.25%
|
2025 Q4
|
~0.25 years
|
|
|
|
State Street SPDR S&P 500 ETF Trust
|
+1,887.79%
|
+5,720
|
6,023
|
+0.07%
|
$688.03
|
+11.16%($764.82)
|
0.07%
|
2025 Q3
|
~0.50 years
|
|
|
|
Ryan Specialty Group Holdings Inc
|
+631.67%
|
+3,989,502
|
4,621,079
|
+3.72%
|
$51.62
|
-22.20%($40.16)
|
4.30%
|
2025 Q3
|
~0.50 years
|
|
|
|
Fiserv, Inc
|
+79.00%
|
+634,483
|
1,437,643
|
+0.77%
|
$67.13
|
-29.06%($47.62)
|
1.74%
|
2025 Q3
|
~0.50 years
|
|
|
|
CarMax Inc
|
+25.80%
|
+600,712
|
2,928,832
|
+0.42%
|
$38.65
|
+37.50%($53.15)
|
2.04%
|
2024 Q1
|
~2.00 years
|
|
|
|
Ares Management LP
|
+25.67%
|
+346,607
|
1,696,856
|
+1.01%
|
$161.68
|
-30.83%($111.84)
|
4.95%
|
2022 Q3
|
~3.50 years
|
|
|
|
MillerKnoll Inc
|
+24.42%
|
+272,783
|
1,389,715
|
+0.09%
|
$18.47
|
+14.37%($21.12)
|
0.46%
|
2020 Q1
|
~6.00 years
|
|
|
|
Fortune Brands Innovations Inc
|
+18.22%
|
+54,492
|
353,520
|
+0.05%
|
$50.02
|
-20.39%($39.82)
|
0.32%
|
2024 Q4
|
~1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".