Vulcan Value Partners

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Ituran Location and Control Ltd.
ITRN
$42.69M7.681.53M-9.19%-$4.32M0.62
SmartRent, Inc.
SMRT
$25.88M4.799.66M-1.64%-$431,514.950.38
PROG Holdings, Inc.
PRG
$33.74M2.27979,614-4.1%-$1.44M0.49
Cushman & Wakefield plc
CWK
$53.3M2.225.1M-8.01%-$4.64M0.77
ABM Industries Incorporated
ABM
$62.7M2.221.41M+2.88%+$1.75M0.91
Virtus Investment Partners, Inc.
VRTS
$39.03M2.21157,376-17.22%-$8.12M0.57
The Carlyle Group Inc.
CG
$365.4M2.177.79M-7.62%-$30.13M5.31
Jones Lang LaSalle Incorporated
JLL
$196.34M2.121.01M-8.71%-$18.74M2.85
Skyworks Solutions, Inc.
SWKS
$352.5M2.033.26M+12.61%+$39.47M5.12
MillerKnoll, Inc.
MLKN
$31.52M1.781.27M+17.07%+$4.6M0.46
Qorvo, Inc.
QRVO
$180.66M1.651.57M-5.33%-$10.17M2.62
NICE Ltd.
NICE
$206.55M1.26793,656-11.23%-$26.12M3
Littelfuse, Inc.
LFUS
$62.28M1.04256,966-2.62%-$1.68M0.9
Dun & Bradstreet Holdings, Inc.
DNB
$41.23M0.934.11M+18.32%+$6.39M0.6
Park Hotels & Resorts Inc.
PK
$33.95M0.921.94M-28.96%-$13.84M0.49
Colliers International Group Inc.
CIGI
$53.05M0.89434,031-8.47%-$4.91M0.77
CBRE Group, Inc.
CBRE
$247.09M0.832.54M+5.42%+$12.71M3.59
SS&C Technologies Holdings, Inc.
SSNC
$130.53M0.822.03M-9.08%-$13.03M1.9
Live Nation Entertainment, Inc.
LYV
$194.41M0.81.84MNew+$194.41M2.82
Sealed Air Corporation
SEE
$38.8M0.721.04M-8.15%-$3.44M0.56
Genpact Limited
G
$42.26M0.711.28M+2.58%+$1.06M0.61
KKR & Co. Inc.
KKR
$541.15M0.615.38M-11.85%-$72.76M7.86
TransDigm Group Incorporated
TDG
$415.75M0.6337,725-12.81%-$61.11M6.04
HEICO Corporation
HEI
$127.98M0.6831,809New+$127.98M1.86
EnerSys
ENS
$21.96M0.58232,483-1.51%-$337,783.670.32
CoStar Group, Inc.
CSGP
$210.11M0.532.18M+36.01%+$55.63M3.05
The Timken Company
TKR
$29.63M0.48338,922-4.93%-$1.54M0.43
Ares Management Corporation
ARES
$180.42M0.441.36M-12.56%-$25.91M2.62
CarMax, Inc.
KMX
$39.79M0.29457,153New+$39.79M0.58
Medpace Holdings, Inc.
MEDP
$30.92M0.2576,516-25.18%-$10.4M0.45
Ball Corporation
BALL
$37.48M0.18556,208-68.32%-$80.84M0.54
Elevance Health Inc.
ELV
$202.04M0.17389,740+1.39%+$2.76M2.93
Acuity Brands, Inc.
AYI
$9.4M0.1134,996-72.05%-$24.24M0.14
Fiserv, Inc.
FI
$103.47M0.11647,780-11.17%-$13.02M1.5
Salesforce, Inc.
CRM
$252.54M0.09838,401-47.52%-$228.72M3.67
Mastercard Incorporated
MA
$338.58M0.08703,197-5.44%-$19.47M4.92
Starbucks Corporation
SBUX
$72.32M0.07791,326New+$72.32M1.05
Crown Holdings, Inc.
CCK
$5.54M0.0669,962New+$5.54M0.08
Visa Inc.
V
$292.65M0.051.05M-4.15%-$12.67M4.25
Marriott International, Inc.
MAR
$35.69M0.05141,475-61.31%-$56.56M0.52
Abbott Laboratories
ABT
$64.53M0.03568,260-14.56%-$11M0.94
Amazon.com, Inc.
AMZN
$524.83M0.032.91M-7.26%-$41.08M7.62
Alphabet Inc.
GOOG
$388.24M0.022.55M-4.7%-$19.15M5.64
UnitedHealth Group Incorporated
UNH
$88.61M0.02179,241+70.31%+$36.58M1.29
Microsoft Corporation
MSFT
$437.86M0.011.04M-5.04%-$23.25M6.36
General Electric Company
GE
$247,000.00<0.011,409-99.88%-$207.44M<0.01