SEC 13F Intelligence

Vulcan Value Partners, LLC / ABG

Vulcan Value Partners, LLC’s Cencora Inc Position

Does Vulcan Value Partners, LLC own Cencora Inc (ABG)? Not currently — the last reported position was 3.28M shares worth $279M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$279M
Q4 2019
Shares
3.28M
% of Portfolio
+2.14%
Quarters Held
5
position exited

Position History ABG

Reported value by quarter
Q4 ’18: $299MQ4 ’18Q1 ’19: $195MQ1 ’19Q2 ’19: $295MQ2 ’19Q3 ’19: $285MQ3 ’19Q4 ’19: $279MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20193.28M$279M+2.14%
Q3 20193.46M$285M+2.41%
Q2 20193.46M$295M+2.62%
Q1 20192.46M$195M+1.68%
Q4 20184.02M$299M+2.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vulcan Value Partners, LLC’s full portfolio or all institutional holders of ABG.