Managers / Q2 2025 · view latest →
Vulcan Value Partners, LLC
CIK 0001556785 · THREE PROTECTIVE CENTER, 2801 HIGHWAY 280 SOUTH, SUITE 300, BIRMINGHAM, AL, 35223 · 205-803-1582
Reported Value
$5.7B
Q2 2025
Positions
38
Filings on Record
34
2019–present window
Filed
Aug 13, 2025
original filing
Summary
Vulcan Value Partners, Llc reported $5.7B in U.S.-listed holdings across 38 positions for Q2 2025.
Its largest position, MSFT, represents 11.0% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.8B | 33 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $5M | 40 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $5.5B | 40 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $5.7B | 38 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $5.3B | 39 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $6.0B | 49 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $6.0B | 43 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024REVEALED | $7M | 45 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $7M | 46 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $7M | 46 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $7M | 45 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $8M | 44 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $8M | 43 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $7.4B | 41 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $8.5B | 37 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $10.2B | 39 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $16.3B | 35 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $19.6B | 37 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $18.6B | 40 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $18.4B | 38 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $16.9B | 40 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $15.5B | 38 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $12.9B | 40 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $12.7B | 42 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $9.6B | 40 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $13.0B | 54 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $11.8B | 50 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $11.2B | 58 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $11.6B | 54 | May 16, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2018 | $10.8B | 56 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.