SEC Form 13F

Vulcan Value Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$3,285,170,410
Positions36

Largest disclosed positions

IssuerTickerClassReported valueReported amount
EVEREST GROUP LTDEGEquity$370,414,0551,036,906
MICROSOFT CORPMSFTEquity$368,135,303986,905
RYAN SPECIALTY HOLDINGS INCRYANEquity$298,782,3887,912,669
MASTERCARD INCORPORATEDMAEquity$258,320,770502,961
AMAZON COM INCAMZNEquity$236,613,942992,758
TRANSDIGM GROUP INCTDGEquity$227,018,245170,429
ARES MANAGEMENT CORPORATIONARESEquity$211,776,1801,902,580
TRANSUNIONTRUEquity$195,300,9682,707,249
ALPHABET INCGOOGEquity$190,611,642539,472
VISA INCVEquity$158,942,618463,268

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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