SEC 13F Intelligence

Vulcan Value Partners, LLC / AYI

Vulcan Value Partners, LLC’s Acuity Inc Position

Does Vulcan Value Partners, LLC own Acuity Inc (AYI)? Not currently — the last reported position was 46.1K shares worth $13M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q3 2024
Shares
46.1K
% of Portfolio
+0.21%
Quarters Held
19
position exited

Position History AYI

Reported value by quarter
Q4 ’18: $64MQ4 ’18Q1 ’19: $61MQ2 ’19: $57MQ3 ’19: $50MQ3 ’19Q4 ’19: $35MQ1 ’20: $19MQ2 ’20: $27MQ2 ’20Q3 ’20: $27MQ4 ’20: $38MQ1 ’21: $50MQ1 ’21Q2 ’21: $45MQ3 ’21: $42MQ1 ’23: $12,492Q1 ’23Q2 ’23: $24,953Q3 ’23: $25,921Q4 ’23: $25,646Q4 ’23Q1 ’24: $9,404Q2 ’24: $6,719Q3 ’24: $13MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202446.1K$13M+0.21%
Q2 202427.8K$6,719+0.10%
Q1 202435.0K$9,404+0.14%
Q4 2023125.2K$25,646+0.38%
Q3 2023152.2K$25,921+0.39%
Q2 2023153.0K$24,953+0.31%
Q1 202368.4K$12,492+0.16%
Q3 2021240.1K$42M+0.22%
Q2 2021242.0K$45M+0.25%
Q1 2021301.0K$50M+0.29%
Q4 2020310.6K$38M+0.24%
Q3 2020260.2K$27M+0.21%
Q2 2020278.4K$27M+0.21%
Q1 2020222.7K$19M+0.20%
Q4 2019254.6K$35M+0.27%
Q3 2019372.4K$50M+0.42%
Q2 2019411.6K$57M+0.50%
Q1 2019505.3K$61M+0.52%
Q4 2018554.7K$64M+0.59%

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 AYI.