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.
According to the SEC 13F filed on Aug 10, 2026, C.T. Fitzpatrick's Vulcan Value Partners portfolio reflects a balanced investor approach across 36 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are primarily driven by a small set of mega-cap compounders, with the top five holdings accounting for approximately 47% of total exposure and Everest Group alone contributing ~11%. While the portfolio includes 36 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 31.6% of assets, top five 46.6%, and the largest single position is 11.3%.
Top 3 weight
31.6%
Top 5 weight
46.6%
Top 10 weight
76.6%
Largest position
11.3%
Top holdings: Everest Group, Microsoft Corporation, Ryan Specialty Holdings, Inc., Mastercard Incorporated, Amazon.com, 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 11.3%, top ten 76.6%) and moderate economic diversification (HHI 0.04). Turnover tolerance maps to a moderate profile.
Largest position
11.3%
Top 10 weight
76.6%
Max sector
37.1%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count increased from 33 to 36 (+3 names).
- Top-five concentration rose from 43.9% to 46.6%.
- Quarter-over-quarter portfolio weight turnover: 12.4%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.