StockDuty ← Dashboard Aug 15, 2026 02:39 AM ET
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📊 Vulcan 13F — Vulcan Value Partners, LLC: $3.3B portfolio, 36 positions (Q2 2026)

1. EVEREST GROUP LTD — $370M (11.3%) 2. MSFT — $368M (11.2%) 3. RYAN — $299M (9.1%) 4. MA — $258M (7.9%) 5. AMZN — $237M (7.2%) 6. TDG — $227M (6.9%) 7. ARES — $212M (6.4%) 8. TRU — $195M (5.9%) 9. GOOG — $191M (5.8%) 10. V — $159M (4.8%) 11. TPG — $96M (2.9%) 12. MEDP — $75M (2.3%) 13. ELV — $60M (1.8%) 14. NOW — $57M (1.7%) 15. IQV — $50M (1.5%) 16. KMX — $48M (1.5%) 17. FISV — $44M (1.3%) 18. NICE — $43M (1.3%) 19. HEI/A — $40M (1.2%) 20. JLL — $30M (0.9%) … (+16 more)
1. EVEREST GROUP LTD — $370M (11.3%)
Sources