C.T. Fitzpatrick Portfolio Concentration Analysis: Top Holdings & Share Changes as of March 31, 2026
Analysis of C.T. Fitzpatrick's portfolio concentration as of March 31, 2026, highlighting key holdings in Technology, Financial Services, and other sectors.
As of March 31, 2026, C.T. Fitzpatrick's portfolio, managed by Vulcan Value Partners, totals approximately $3.77 billion. The portfolio demonstrates significant concentration in specific sectors, with Technology and Financial Services being prominent.
The largest position is held in Microsoft Corp (MSFT), accounting for 10.88% of the portfolio. The holding saw a slight decrease in shares (-2.85%) during the period. Amazon.com Inc (AMZN) follows with an 8.81% allocation, though its share count decreased significantly (-9.32%).
Healthcare allocation is evident through UnitedHealth Group Inc (UNH), representing 6.55% of the portfolio, although its shares also experienced a notable decline (-15.75%).
Financial Services is a major sector within the portfolio, with several significant holdings. Ryan Specialty Holdings Inc (RYAN) and TransUnion (TRU) each allocate around 5.9% and 5.88%, respectively. Notably, TransUnion saw a substantial increase in its share count (+201.85%) during the period, while Ryan Specialty Holdings also increased its stake (+42.72%).
Other key holdings include Everest Group Ltd (EG) at 11.8%, TransDigm Group Inc (TDG) at 5.66% (with a decrease in shares), Alphabet Inc (GOOG) at 5.14% (shares decreased), Visa Inc (V) at 5.12% (shares decreased), and Mastercard Incorporated (MA) at 5.08% (shares decreased).
For a detailed view of C.T. Fitzpatrick's investment strategy and holdings, visit the investor profile on Insiderset: https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners. For specific stock information, explore the profiles on Insiderset: https://www.insiderset.com/investors/stocks/.