Vulcan Value Partners

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Vulcan Value PartnersFecha: 31 Dec 2025Inversiones: 41Valor: $5,543,238,000

Inversiones actuales

Historial

Stock

% de la cartera

Actividad reciente

Comparte

Precio

Valor

Precio Actual

Precio reportado

52 Week Low

52 Week High

MSFT - Microsoft Corp.

9.96

Reduce 3.70%

1,141,578

$483.54

$551,996,000

$418.07

-13.54%

$352.97

$552.24

EG - Everest Group Ltd

9.24

Add 6.51%

1,509,740

$339.32

$512,288,000

$350.64

3.34%

$298.65

$363.67

CRM - Salesforce.com

7.42

Reduce 0.93%

1,549,871

$265.22

$411,064,000

$186.27

-29.77%

$163.52

$293.86

AMZN - Amazon.com Inc.

7.33

Reduce 6.41%

1,759,935

$230.79

$406,173,000

$248.28

7.58%

$165.29

$258.60

UNH - United Health Group Inc.

6.45

Reduce 9.60%

1,083,267

$330.17

$357,665,000

$323.48

-2.03%

$229.79

$441.06

TDG - TransDigm Group Inc.

5.77

Reduce 3.61%

240,620

$1330.01

$320,028,000

$1274.62

-4.16%

$1123.61

$1519.35

CSGP - CoStar Group Inc.

5.44

Add 17.05%

4,485,021

$67.23

$301,527,000

$40.06

-40.41%

$34.75

$97.43

GOOG - Alphabet Inc. CL C

5.28

Reduce 15.31%

931,879

$313.81

$292,437,000

$335.40

6.88%

$147.89

$349.90

ARES - Ares Management LP

4.95

Add 25.67%

1,696,856

$161.68

$274,344,000

$118.77

-26.54%

$94.51

$190.20

MA - Mastercard Inc.

4.63

Reduce 3.65%

449,194

$570.82

$256,409,000

$516.65

-9.49%

$479.68

$599.05

V - Visa Inc.

4.60

Reduce 3.17%

727,685

$350.68

$255,183,000

$313.94

-10.48%

$293.89

$373.34

RYAN - Ryan Specialty Holdings Inc

4.30

Add 631.67%

4,621,079

$51.62

$238,536,000

$37.89

-26.60%

$31.50

$71.96

ELV - Elevance Health Inc.

2.44

Reduce 7.87%

386,214

$350.64

$135,424,000

$319.36

-8.92%

$269.17

$423.88

KMX - CarMax Inc.

2.04

Add 25.80%

2,928,832

$38.65

$113,210,000

$40.66

5.20%

$30.26

$71.99

TPG - Tpg Inc

1.98

Reduce 12.08%

1,721,916

$63.90

$110,024,000

$44.68

-30.08%

$36.95

$69.48

NICE - Nice Ltd Spon ADR

1.78

Add 15.59%

870,733

$113.01

$98,404,000

$105.53

-6.62%

$94.65

$180.61

FISV - Fiserv Inc.

1.74

Add 79.00%

1,437,643

$67.13

$96,507,000

$64.14

-4.45%

$52.91

$221.50

QRVO - Qorvo Inc.

1.68

Reduce 7.85%

1,103,354

$84.55

$93,291,000

$82.61

-2.29%

$56.00

$106.30

TRU - TransUnion

1.64

Buy

1,062,584

$85.68

$91,043,000

$77.75

-9.26%

$65.13

$98.95

SWK - Stanley Black & Decker Inc.

1.42

Reduce 8.77%

1,059,558

$74.35

$78,777,000

$75.12

1.04%

$52.85

$92.35

IQV - IQVIA Holdings Inc.

1.31

Reduce 52.54%

323,201

$225.41

$72,852,000

$176.76

-21.58%

$134.65

$247.05

HEI.A - HEICO Corp. CL A

1.14

Reduce 7.51%

250,065

$252.57

$63,159,000

$221.33

-12.37%

$187.91

$279.66

JLL - Jones Lang Lasalle Inc.

0.91

Reduce 23.80%

150,625

$336.45

$50,678,000

$353.47

5.06%

$201.97

$363.06

LFUS - Littelfuse Inc.

0.88

Reduce 2.38%

192,212

$252.92

$48,614,000

$394.67

56.05%

$148.34

$397.00

CCK - Crown Holdings

0.74

Reduce 6.88%

400,303

$103.00

$41,232,000

$104.22

1.18%

$82.31

$116.24

G - Genpact Ltd.

0.63

Reduce 0.49%

746,570

$46.78

$34,925,000

$36.64

-21.68%

$33.92

$49.59

ABM - ABM Industries

0.50

Reduce 0.79%

658,777

$42.30

$27,866,000

$40.34

-4.63%

$36.69

$51.62

CIGI - Colliers International Group Inc.

0.49

Reduce 0.89%

184,403

$147.14

$27,133,000

$117.75

-19.97%

$95.66

$171.34

MEDP - Medpace Holdings Inc.

0.48

Reduce 76.37%

47,306

$561.87

$26,580,000

$528.44

-5.95%

$250.05

$628.92

MLKN - MillerKnoll Inc.

0.46

Add 24.42%

1,389,715

$18.47

$25,668,000

$17.74

-3.95%

$13.49

$22.97

ITRN - Ituran Location & Control Ltd.

0.42

Reduce 10.34%

540,059

$43.38

$23,430,000

$55.66

28.31%

$30.19

$56.56

FBIN - Fortune Brands Innovations Inc.

0.32

Add 18.22%

353,520

$50.02

$17,683,000

$41.38

-17.27%

$36.07

$64.53

PRG - PROG Holdings Inc.

0.32

Reduce 0.62%

599,125

$29.49

$17,668,000

$32.96

11.77%

$24.08

$40.95

SARO - Standardaero Inc

0.25

Buy

473,415

$28.77

$13,618,000

$26.81

-6.81%

$23.97

$34.48

PK - Park Hotels & Resorts Inc.

0.24

Add 0.05%

1,257,968

$10.71

$13,473,000

$11.58

8.12%

$8.66

$11.70

VRTS - Virtus Investment Partners Inc.

0.23

Reduce 2.45%

77,326

$163.15

$12,616,000

$142.17

-12.86%

$121.61

$206.47

TKR - Timken Co.

0.21

Reduce 44.31%

138,434

$84.13

$11,646,000

$108.45

28.91%

$58.22

$111.03

MIDD - Middleby Corp.

0.19

Reduce 1.13%

69,825

$148.67

$10,381,000

$144.82

-2.59%

$110.82

$169.44

SEE-OLD - Sealed Air Corp.

0.09

Reduce 74.36%

118,417

$41.43

$4,906,000

$41.83

0.97%

$22.40

$44.06

SPY - SPDR S&P 500 ETF Trust

0.07

Add 1887.79%

6,023

$688.03

$4,144,000

$708.72

3.01%

$502.70

$712.39

IWD - Ishares Russell 1000 Value E

0.01

Buy

2,748

$231.44

$636,000

$227.29

-1.79%

$168.16

$228.02