Vulcan Value Partners reduced its Medpace Holdings Inc (MEDP) position by 51% in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026. The stake went from 142K to 70.2K shares, worth about $43.8M, and from 2.28% to 1.4% of the reported portfolio.
What did the 2026 Q3 filing report for MEDP?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 142K | 70.2K |
| Shares sold | -71.6K (51%) | |
| Reported value | $75.1M | $43.8M |
| Portfolio weight | 2.28% | 1.4% |
| Rank in portfolio | 17th of 34 |
How much did Vulcan Value Partners cut MEDP?
Vulcan Value Partners sold 71.6K shares of MEDP during 2026 Q3, cutting the stake from 142K to 70.2K. The reported value of the position fell by about $31.3M, from about $75.1M to about $43.8M.
Where does MEDP sit in the Vulcan Value Partners portfolio?
MEDP ranks 17th of 34 stock positions in the Vulcan Value Partners portfolio at 1.4%, below the fund's average stock position of 3%. The largest stock position is MSFT at 14.93%. Next come EG at 11.25% and RYAN at 8.11%. The three largest stocks together are 34.28% of the book. The MEDP cut was the 4th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Vulcan Value Partners reported 34 stock positions, with 2 opened and 4 closed. The total portfolio value is about $3.13B, down 5% from the prior quarter.
How long has Vulcan Value Partners held MEDP?
Vulcan Value Partners first reported MEDP in the quarter ended June 30, 2021. The weight peaked at 2.58% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 30%. Every reported trade is on the Vulcan Value Partners MEDP trade history page.
FAQ
How many MEDP shares did Vulcan Value Partners sell in 2026 Q3?
Vulcan Value Partners sold 71.6K shares of MEDP, 51% of the position, leaving 70.2K shares.
What remains of the MEDP position of Vulcan Value Partners?
Vulcan Value Partners still holds 70.2K shares of MEDP, worth about $43.8M at September 30, 2026 prices.
How much of the Vulcan Value Partners portfolio is MEDP now?
MEDP is 1.4% of the Vulcan Value Partners portfolio, down from 2.28% a quarter earlier.