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Vulcan Value Partners Holdings Activity
Vulcan Value Partners Portfolio 13F
Vulcan Value Partners has disclosed a total of 47 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 12, bought 1 totally new, decreased the number of shares of 32 and completely sold out 2 position(s).
What stocks is Vulcan Value Partners buying now?
In the recent quarter Vulcan Value Partners has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (CRM) SALESFORCECOM INC (added shares +76.06%), (CSGP) COSTAR GROUP INC (added shares +90.12%), (SWKS) SKYWORKS SOLUTIONS INC (added shares +38.79%), (KMX) CARMAX INC (added shares +299.68%) and (G) GENPACT LTD (added shares +22.21%).
What does Vulcan Value Partners invest in?
Vulcan Value Partners's top 5 holdings (by % of portfolio) are (G) GENPACT LTD (7.15%), (AMZN) AMAZONCOM INC (6.83%), (SWKS) SKYWORKS SOLUTIONS INC (6.83%), (CRM) SALESFORCECOM INC (5.38%) and (MSFT) MICROSOFT CORP (5.24%).
In the latest report(s) the following changes have been made to the top investments: (G) GENPACT LTD (added shares +22.21%), (AMZN) AMAZONCOM INC (reduced shares -14.38%), (SWKS) SKYWORKS SOLUTIONS INC (added shares +38.79%), (CRM) SALESFORCECOM INC (added shares +76.06%) and (MSFT) MICROSOFT CORP (reduced shares -20.54%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.