C.T. Fitzpatrick - Vulcan Value Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Vulcan Value Partners portfolio balances reported a total equity value of $3.77B across 33 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 11, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight EVEREST GROUP LTD (EG) as the single largest position, accounting for 11.8% of total equity value, followed by MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN), UNITEDHEALTH GROUP INC (UNH), and others. Collectively, the top five holdings represent 43.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.