Vulcan Value Partners, LLC - Q42025 Holdings

Vulcan Value Partners, LLC holds 40 stocks with a total portfolio value of $ 5.44M as of Q42025. In Q42025, Vulcan Value Partners, LLC added 3 new positions, increased stakes in 10 stocks, reduced 27 holdings, and fully exited 3 positions. The largest holding is Microsoft Corp (MSFT), representing 10.14% of the total portfolio.