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Gurus
Value
VULCAN VALUE PARTNERS, LLC (Data extracted from 13F, 13D, 13G and Form 4)

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VULCAN VALUE PARTNERS, LLC

AUM: $7.88 B

13-F Portfolio Value: $3.77 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 70.82%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RYAN	RYAN SPECIALTY HOLDINGS INC	5.9%	6,595,335	$222,526,615	1,974,256	42.72%	$33.74	13F
TRU	TRANSUNION	5.88%	3,207,405	$221,920,381	2,144,821	201.85%	$69.19	13F
MEDP	MEDPACE HLDGS INC	2.58%	203,068	$97,511,223	155,762	329.26%	$480.19	13F
TPG	TPG INC	2.13%	1,986,026	$80,453,913	264,110	15.34%	$40.51	13F
CIGI	COLLIERS INTL GROUP INC	0.72%	255,321	$27,291,208	70,918	38.46%	$106.89	13F
SARO	STANDARDAERO INC	0.49%	716,983	$18,549,315	243,568	51.45%	$25.87	13F