C.T. Fitzpatrick - Vulcan Value Partners Investment Strategy & Portfolio Analysis
How Vulcan Value Partners allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, C.T. Fitzpatrick's Vulcan Value Partners portfolio reflects a balanced investor approach across 33 reported 13F positions. Portfolio returns are led by Everest Group (~12% of total exposure), with the top five holdings representing approximately 44% of reported value. While the portfolio includes 33 positions, economic outcomes are highly concentrated in a narrow set of financials and technology names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance weighted across financials, technology, and unknown. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Long-Term Holder, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Balanced Investor
Traits: Long-Term Holder, Structurally Diversified
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 31.5% of assets, top five 43.9%, and the largest single position is 11.8%.
Top 3 weight
31.5%
Top 5 weight
43.9%
Top 10 weight
70.8%
Largest position
11.8%
Top holdings: Everest Group, Microsoft Corporation, Amazon.com, Inc., UnitedHealth Group Incorporated, Ryan Specialty Holdings, Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Financial Services and Technology, with 8 sectors represented in the latest filing.
Leading sectors: Financial Services, Technology, Unknown
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 11.8%, top ten 70.8%) and moderate economic diversification (HHI 0.03). Turnover tolerance maps to a moderate profile.
Largest position
11.8%
Top 10 weight
70.8%
Max sector
29.0%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Position count decreased from 40 to 33 (-7 names).
- Top-five concentration rose from 41.1% to 43.9%.
- Largest holding changed from Microsoft Corporation to Everest Group.
- Quarter-over-quarter portfolio weight turnover: 17.9%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
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