Vulcan Value Partners
Vulcan Value PartnersVulcan Value Partners13F · 11 May 2026
持仓 33前十集中度 71%本季新建/加仓 7减持/清仓 26
111.8%减持210.9%减持38.8%减持46.5%减持55.9%加仓65.9%加仓75.7%减持85.1%减持95.1%减持105.1%减持114.9%减持122.6%加仓132.4%减持142.3%减持152.1%加仓161.7%减持171.6%减持181.5%新建仓191.1%减持201.0%减持211.0%减持220.9%减持230.7%加仓240.7%减持250.7%减持260.6%减持270.6%减持280.6%减持290.5%减持300.5%加仓310.4%减持320.3%减持330.3%减持
EGEverest Group Ltd均 52
MSFTMicrosoft Corp.均 70
AMZNAmazon.com Inc.均 69
UNHUnited Health Group Inc.均 52
RYANRyan Specialty Holdings Inc均 61
TRUTransUnion均 59
TDGTransDigm Group Inc.均 67
GOOGAlphabet Inc. CL C均 73
VVisa Inc.均 63
MAMastercard Inc.均 66
ARESAres Management LP均 59
MEDPMedpace Holdings Inc.均 62
KMXCarMax Inc.均 44
ELVElevance Health Inc.均 42
TPGTpg Inc均 46
NICENice Ltd Spon ADR均 55
FISVFiserv Inc.均 47
NOWServiceNow Inc.均 68
IQVIQVIA Holdings Inc.均 61
HEI.AHEICO Corp. CL A
CRMSalesforce.com均 61
JLLJones Lang Lasalle Inc.均 48
CIGIColliers International Group Inc.均 50
GGenpact Ltd.均 44
LFUSLittelfuse Inc.均 60
ABMABM Industries均 29
ITRNIturan Location & Control Ltd.均 47
QRVOQorvo Inc.均 51
MLKNMillerKnoll Inc.均 33
SAROStandardaero Inc均 63
PRGPROG Holdings Inc.均 42
FBINFortune Brands Innovations Inc.均 51
PKPark Hotels & Resorts Inc.均 33
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。