Vulcan Value Partners recent buys & sells (2026 Q3)
C.T. Fitzpatrick
Vulcan Value Partners Portfolio Changes
Purchase & sale details
- Portfolio value:
- $3.13B (-$153M)
- Previous value:
- $3.29B
- # of changes:
- 38
- New positions:
- 2
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 10 Nov 2026
Vulcan Value Partners has disclosed a total of 38 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 5, bought 2 totally new, decreased the number of shares of 27 and completely sold out 4 position(s).
What stocks is Vulcan Value Partners buying now?
In the recent quarter Vulcan Value Partners has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (TDG) Transdigm Group Incorporated (added shares +12.33%), (GOOG) Alphabet Inc, CL-C (added shares +1.39%), (HEI-A) HEICO Corp (added shares +88.44%), (EFX) Equifax Inc (added shares +391.76%) and (SWKS) Skyworks Solutions Inc (new buy).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -7.61%), (EG) EVEREST GROUP LTD (reduced shares -6.97%), (RYAN) Ryan Specialty Group Holdings Inc (reduced shares -13.23%), (MA) Mastercard Inc (reduced shares -10.63%) and (AMZN) Amazon.com Inc (reduced shares -1.96%).
38 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Skyworks Solutions Inc
|
new
|
+202,832
|
202,832
|
+0.55%
|
$85.48
|
-4.47%($81.66)
|
0.55%
|
2026 Q3
|
~0.25 years
|
|
|
|
Tyler Technologies Inc
|
new
|
+36,796
|
36,796
|
+0.37%
|
$318.60
|
+31.72%($419.65)
|
0.37%
|
2026 Q3
|
~0.25 years
|
|
|
|
Equifax Inc
|
+391.76%
|
+355,518
|
446,266
|
+1.56%
|
$137.24
|
+36.44%($187.26)
|
1.96%
|
2026 Q2
|
~0.50 years
|
|
|
|
HEICO Corp
|
+88.44%
|
+135,949
|
289,667
|
+0.99%
|
$228.33
|
+12.68%($257.28)
|
2.11%
|
2020 Q3
|
~6.25 years
|
|
|
|
Veeva Systems Inc, CL-A
|
+39.55%
|
+8,400
|
29,640
|
+0.08%
|
$285.45
|
+6.38%($303.65)
|
0.27%
|
2026 Q2
|
~0.50 years
|
|
|
|
Transdigm Group Incorporated
|
+12.33%
|
+21,017
|
191,446
|
+0.73%
|
$1,082.60
|
+14.32%($1,237.63)
|
6.62%
|
2020 Q2
|
~6.50 years
|
|
|
|
Alphabet Inc, CL-C
|
+1.39%
|
+7,500
|
546,972
|
+0.08%
|
$340.74
|
-16.72%($283.76)
|
5.95%
|
2017 Q3
|
~9.25 years
|
|
|
|
Nice Ltd ADR
|
-1.11%
|
-5,325
|
473,096
|
-0.02%
|
$111.27
|
-16.09%($93.37)
|
1.68%
|
2022 Q4
|
~4.00 years
|
|
|
|
Amazon.com Inc
|
-1.96%
|
-19,410
|
973,348
|
-0.15%
|
$249.15
|
+8.18%($269.52)
|
7.74%
|
2018 Q4
|
~8.00 years
|
|
|
|
ServiceNow Inc
|
-3.45%
|
-19,854
|
554,957
|
-0.08%
|
$134.01
|
-26.90%($97.96)
|
2.37%
|
2026 Q1
|
~0.75 years
|
|
Insights | News
Insight
—
Position exited · 2026 Q3
Insight
—
New top holding · 2026 Q3
Insight
—
Position exited · 2026 Q3
Insight
* 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".