StockMSFT - Microsoft Corp.
% de la cartera9.96
Actividad recienteReduce 3.70%
Comparte1,141,578
Precio$483.54
Valor$551,996,000
Precio Actual$418.07
Precio reportado-13.54%
52 Week Low$352.97
52 Week High$552.24
Menú
Vulcan Value Partners
Vulcan Value PartnersFecha: 30 Jun 2026Inversiones: 36Valor: $3,285,170,000
Inversiones actuales
StockEG - Everest Group Ltd
% de la cartera9.24
Actividad recienteAdd 6.51%
Comparte1,509,740
Precio$339.32
Valor$512,288,000
Precio Actual$350.64
Precio reportado3.34%
52 Week Low$298.65
52 Week High$363.67
StockCRM - Salesforce.com
% de la cartera7.42
Actividad recienteReduce 0.93%
Comparte1,549,871
Precio$265.22
Valor$411,064,000
Precio Actual$186.27
Precio reportado-29.77%
52 Week Low$163.52
52 Week High$293.86
StockAMZN - Amazon.com Inc.
% de la cartera7.33
Actividad recienteReduce 6.41%
Comparte1,759,935
Precio$230.79
Valor$406,173,000
Precio Actual$248.28
Precio reportado7.58%
52 Week Low$165.29
52 Week High$258.60
StockUNH - United Health Group Inc.
% de la cartera6.45
Actividad recienteReduce 9.60%
Comparte1,083,267
Precio$330.17
Valor$357,665,000
Precio Actual$323.48
Precio reportado-2.03%
52 Week Low$229.79
52 Week High$441.06
StockTDG - TransDigm Group Inc.
% de la cartera5.77
Actividad recienteReduce 3.61%
Comparte240,620
Precio$1330.01
Valor$320,028,000
Precio Actual$1274.62
Precio reportado-4.16%
52 Week Low$1123.61
52 Week High$1519.35
StockCSGP - CoStar Group Inc.
% de la cartera5.44
Actividad recienteAdd 17.05%
Comparte4,485,021
Precio$67.23
Valor$301,527,000
Precio Actual$40.06
Precio reportado-40.41%
52 Week Low$34.75
52 Week High$97.43
StockGOOG - Alphabet Inc. CL C
% de la cartera5.28
Actividad recienteReduce 15.31%
Comparte931,879
Precio$313.81
Valor$292,437,000
Precio Actual$335.40
Precio reportado6.88%
52 Week Low$147.89
52 Week High$349.90
StockARES - Ares Management LP
% de la cartera4.95
Actividad recienteAdd 25.67%
Comparte1,696,856
Precio$161.68
Valor$274,344,000
Precio Actual$118.77
Precio reportado-26.54%
52 Week Low$94.51
52 Week High$190.20
StockMA - Mastercard Inc.
% de la cartera4.63
Actividad recienteReduce 3.65%
Comparte449,194
Precio$570.82
Valor$256,409,000
Precio Actual$516.65
Precio reportado-9.49%
52 Week Low$479.68
52 Week High$599.05
StockV - Visa Inc.
% de la cartera4.60
Actividad recienteReduce 3.17%
Comparte727,685
Precio$350.68
Valor$255,183,000
Precio Actual$313.94
Precio reportado-10.48%
52 Week Low$293.89
52 Week High$373.34
StockRYAN - Ryan Specialty Holdings Inc
% de la cartera4.30
Actividad recienteAdd 631.67%
Comparte4,621,079
Precio$51.62
Valor$238,536,000
Precio Actual$37.89
Precio reportado-26.60%
52 Week Low$31.50
52 Week High$71.96
StockELV - Elevance Health Inc.
% de la cartera2.44
Actividad recienteReduce 7.87%
Comparte386,214
Precio$350.64
Valor$135,424,000
Precio Actual$319.36
Precio reportado-8.92%
52 Week Low$269.17
52 Week High$423.88
StockKMX - CarMax Inc.
% de la cartera2.04
Actividad recienteAdd 25.80%
Comparte2,928,832
Precio$38.65
Valor$113,210,000
Precio Actual$40.66
Precio reportado5.20%
52 Week Low$30.26
52 Week High$71.99
StockTPG - Tpg Inc
% de la cartera1.98
Actividad recienteReduce 12.08%
Comparte1,721,916
Precio$63.90
Valor$110,024,000
Precio Actual$44.68
Precio reportado-30.08%
52 Week Low$36.95
52 Week High$69.48
StockNICE - Nice Ltd Spon ADR
% de la cartera1.78
Actividad recienteAdd 15.59%
Comparte870,733
Precio$113.01
Valor$98,404,000
Precio Actual$105.53
Precio reportado-6.62%
52 Week Low$94.65
52 Week High$180.61
StockFISV - Fiserv Inc.
% de la cartera1.74
Actividad recienteAdd 79.00%
Comparte1,437,643
Precio$67.13
Valor$96,507,000
Precio Actual$64.14
Precio reportado-4.45%
52 Week Low$52.91
52 Week High$221.50
StockQRVO - Qorvo Inc.
% de la cartera1.68
Actividad recienteReduce 7.85%
Comparte1,103,354
Precio$84.55
Valor$93,291,000
Precio Actual$82.61
Precio reportado-2.29%
52 Week Low$56.00
52 Week High$106.30
StockTRU - TransUnion
% de la cartera1.64
Actividad recienteBuy
Comparte1,062,584
Precio$85.68
Valor$91,043,000
Precio Actual$77.75
Precio reportado-9.26%
52 Week Low$65.13
52 Week High$98.95
StockSWK - Stanley Black & Decker Inc.
% de la cartera1.42
Actividad recienteReduce 8.77%
Comparte1,059,558
Precio$74.35
Valor$78,777,000
Precio Actual$75.12
Precio reportado1.04%
52 Week Low$52.85
52 Week High$92.35
StockIQV - IQVIA Holdings Inc.
% de la cartera1.31
Actividad recienteReduce 52.54%
Comparte323,201
Precio$225.41
Valor$72,852,000
Precio Actual$176.76
Precio reportado-21.58%
52 Week Low$134.65
52 Week High$247.05
StockHEI.A - HEICO Corp. CL A
% de la cartera1.14
Actividad recienteReduce 7.51%
Comparte250,065
Precio$252.57
Valor$63,159,000
Precio Actual$221.33
Precio reportado-12.37%
52 Week Low$187.91
52 Week High$279.66
StockJLL - Jones Lang Lasalle Inc.
% de la cartera0.91
Actividad recienteReduce 23.80%
Comparte150,625
Precio$336.45
Valor$50,678,000
Precio Actual$353.47
Precio reportado5.06%
52 Week Low$201.97
52 Week High$363.06
StockLFUS - Littelfuse Inc.
% de la cartera0.88
Actividad recienteReduce 2.38%
Comparte192,212
Precio$252.92
Valor$48,614,000
Precio Actual$394.67
Precio reportado56.05%
52 Week Low$148.34
52 Week High$397.00
StockCCK - Crown Holdings
% de la cartera0.74
Actividad recienteReduce 6.88%
Comparte400,303
Precio$103.00
Valor$41,232,000
Precio Actual$104.22
Precio reportado1.18%
52 Week Low$82.31
52 Week High$116.24
StockG - Genpact Ltd.
% de la cartera0.63
Actividad recienteReduce 0.49%
Comparte746,570
Precio$46.78
Valor$34,925,000
Precio Actual$36.64
Precio reportado-21.68%
52 Week Low$33.92
52 Week High$49.59
StockABM - ABM Industries
% de la cartera0.50
Actividad recienteReduce 0.79%
Comparte658,777
Precio$42.30
Valor$27,866,000
Precio Actual$40.34
Precio reportado-4.63%
52 Week Low$36.69
52 Week High$51.62
StockCIGI - Colliers International Group Inc.
% de la cartera0.49
Actividad recienteReduce 0.89%
Comparte184,403
Precio$147.14
Valor$27,133,000
Precio Actual$117.75
Precio reportado-19.97%
52 Week Low$95.66
52 Week High$171.34
StockMEDP - Medpace Holdings Inc.
% de la cartera0.48
Actividad recienteReduce 76.37%
Comparte47,306
Precio$561.87
Valor$26,580,000
Precio Actual$528.44
Precio reportado-5.95%
52 Week Low$250.05
52 Week High$628.92
StockMLKN - MillerKnoll Inc.
% de la cartera0.46
Actividad recienteAdd 24.42%
Comparte1,389,715
Precio$18.47
Valor$25,668,000
Precio Actual$17.74
Precio reportado-3.95%
52 Week Low$13.49
52 Week High$22.97
StockITRN - Ituran Location & Control Ltd.
% de la cartera0.42
Actividad recienteReduce 10.34%
Comparte540,059
Precio$43.38
Valor$23,430,000
Precio Actual$55.66
Precio reportado28.31%
52 Week Low$30.19
52 Week High$56.56
StockFBIN - Fortune Brands Innovations Inc.
% de la cartera0.32
Actividad recienteAdd 18.22%
Comparte353,520
Precio$50.02
Valor$17,683,000
Precio Actual$41.38
Precio reportado-17.27%
52 Week Low$36.07
52 Week High$64.53
StockPRG - PROG Holdings Inc.
% de la cartera0.32
Actividad recienteReduce 0.62%
Comparte599,125
Precio$29.49
Valor$17,668,000
Precio Actual$32.96
Precio reportado11.77%
52 Week Low$24.08
52 Week High$40.95
StockSARO - Standardaero Inc
% de la cartera0.25
Actividad recienteBuy
Comparte473,415
Precio$28.77
Valor$13,618,000
Precio Actual$26.81
Precio reportado-6.81%
52 Week Low$23.97
52 Week High$34.48
StockPK - Park Hotels & Resorts Inc.
% de la cartera0.24
Actividad recienteAdd 0.05%
Comparte1,257,968
Precio$10.71
Valor$13,473,000
Precio Actual$11.58
Precio reportado8.12%
52 Week Low$8.66
52 Week High$11.70
StockVRTS - Virtus Investment Partners Inc.
% de la cartera0.23
Actividad recienteReduce 2.45%
Comparte77,326
Precio$163.15
Valor$12,616,000
Precio Actual$142.17
Precio reportado-12.86%
52 Week Low$121.61
52 Week High$206.47
StockTKR - Timken Co.
% de la cartera0.21
Actividad recienteReduce 44.31%
Comparte138,434
Precio$84.13
Valor$11,646,000
Precio Actual$108.45
Precio reportado28.91%
52 Week Low$58.22
52 Week High$111.03
StockMIDD - Middleby Corp.
% de la cartera0.19
Actividad recienteReduce 1.13%
Comparte69,825
Precio$148.67
Valor$10,381,000
Precio Actual$144.82
Precio reportado-2.59%
52 Week Low$110.82
52 Week High$169.44
StockSEE-OLD - Sealed Air Corp.
% de la cartera0.09
Actividad recienteReduce 74.36%
Comparte118,417
Precio$41.43
Valor$4,906,000
Precio Actual$41.83
Precio reportado0.97%
52 Week Low$22.40
52 Week High$44.06
StockSPY - SPDR S&P 500 ETF Trust
% de la cartera0.07
Actividad recienteAdd 1887.79%
Comparte6,023
Precio$688.03
Valor$4,144,000
Precio Actual$708.72
Precio reportado3.01%
52 Week Low$502.70
52 Week High$712.39
StockIWD - Ishares Russell 1000 Value E
% de la cartera0.01
Actividad recienteBuy
Comparte2,748
Precio$231.44
Valor$636,000
Precio Actual$227.29
Precio reportado-1.79%
52 Week Low$168.16
52 Week High$228.02
StockNOW - ServiceNow Inc.
% de la cartera1.48
Actividad recienteBuy
Comparte533,817
Precio$104.55
Valor$55,811,000
Precio Actual$91.49
Precio reportado-12.49%
52 Week Low$81.24
52 Week High$211.48
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
NOW - ServiceNow Inc.
1.48
Buy
533,817
$104.55
$55,811,000
$91.49
-12.49%
$81.24
$211.48