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Vulcan Value Partners LLC Top Holdings
As of  09/30/2022, below is a summary of the Vulcan Value Partners LLC top holdings by largest position size, as per the latest 13f filing made by Vulcan Value Partners LLC. In the Vulcan Value Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Vulcan Value Partners LLC in that top holding, then the share count change between reporting periods, and finally the Vulcan Value Partners LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
Amazon.com Inc 5,304,241 -1,220,006 $599,379
     AMZN5,304,241-1,220,006$599,379
Microsoft Corp 2,466,689 +571,035 $574,492
     MSFT2,466,689+571,035$574,492
TransDigm Group Inc 1,019,056 -211,116 $534,821
     TDG1,019,056-211,116$534,821
Mastercard Inc 1,685,939 -780,710 $479,380
     MA1,685,939-780,710$479,380
KKR & Co Inc 10,814,991 -999,597 $465,045
     KKR10,814,991-999,597$465,045
Salesforce Inc 3,200,901 -111,435 $460,418
     CRM3,200,901-111,435$460,418
General Electric Co 7,161,998 -195,454 $443,400
     GE7,161,998-195,454$443,400
Alphabet Inc 4,354,730 +4,139,186 $418,707
     GOOG4,354,730+4,139,186$418,707
Skyworks Solutions Inc 4,650,429 +12,435 $396,542
     SWKS4,650,429+12,435$396,542
Visa Inc 2,163,877 -271,998 $384,412
     V2,163,877-271,998$384,412
Carlyle Group Inc The 14,233,909 -585,118 $367,804
     CG14,233,909-585,118$367,804
Applied Materials Inc 3,844,676 -235,704 $314,994
     AMAT3,844,676-235,704$314,994
Qorvo Inc 3,440,450 -1,281,159 $273,207
     QRVO3,440,450-1,281,159$273,207
Splunk Inc 3,453,061 -154,546 $259,670
     SPLK3,453,061-154,546$259,670
CBRE Group Inc 3,815,879 +1,203,756 $257,610
     CBRE3,815,879+1,203,756$257,610
HEICO Corp      $255,604
     HEI.A2,230,008-750,817$255,604
CoStar Group Inc 3,588,199 -1,431,644 $249,919
     CSGP3,588,199-1,431,644$249,919
Meta Platforms Inc 1,711,315 -106,867 $232,191
     FB1,711,315-106,867$232,191
Jones Lang LaSalle Inc 1,454,632 +401,988 $219,751
     JLL1,454,632+401,988$219,751
Lam Research Corp 586,498 -91,687 $214,659
     LRCX586,498-91,687$214,659
Elevance Health Inc 391,053 +391,053 $177,632
     ANTM391,053+391,053$177,632
Ares Management Corp 2,430,825 +2,430,825 $150,589
     ARES2,430,825+2,430,825$150,589
Cushman & Wakefield PLC 10,457,810 -7,732 $119,742
     CWK10,457,810-7,732$119,742
Littelfuse Inc 471,233 +116,222 $93,629
     LFUS471,233+116,222$93,629
Ituran Location and Control Lt 3,152,144 -49,752 $73,571
     ITRN3,152,144-49,752$73,571
Colliers International Group I 710,721 +297,364 $65,145
     CIGI710,721+297,364$65,145
Medpace Holdings Inc 401,203 -14,605 $63,057
     MEDP401,203-14,605$63,057
Park Hotels & Resorts Inc 5,504,828 +1,706,417 $61,984
     PK5,504,828+1,706,417$61,984
EnerSys 1,007,431 -69,029 $58,602
     ENS1,007,431-69,029$58,602
Virtus Investment Partners Inc 347,334 -26,094 $55,407
     VRTS347,334-26,094$55,407
ABM Industries Inc 1,319,538 -67,509 $50,446
     ABM1,319,538-67,509$50,446
SmartRent Inc 16,686,231 -54,234 $37,878
     SMRT16,686,231-54,234$37,878
Timken Co The 610,375 +610,375 $36,037
     TKR610,375+610,375$36,037
Sleep Number Corp 954,439 -608,217 $32,270
     SNBR954,439-608,217$32,270
MillerKnoll Inc 1,738,267 +374,921 $27,117
     MLKN1,738,267+374,921$27,117
PROG Holdings Inc 1,483,391 -1,338,861 $22,221
     PRG1,483,391-1,338,861$22,221

See Full List: All Stocks Held By Vulcan Value Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Vulcan Value Partners LLC

Size ($ in 1000's)
At 09/30/2022: $8,547,468
At 06/30/2022: $10,224,910

Vulcan Value Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vulcan Value Partners LLC 13F filings. Link to 13F filings: SEC filings

Vulcan Value Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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