C.T. Fitzpatrick Portfolio Update: December 2025 Holdings
Vulcan Value Partners' portfolio value stands at $5.44 million as of December 31, 2025. Key holdings show mixed changes in allocation.
As of December 31, 2025, C.T. Fitzpatrick's portfolio managed by Vulcan Value Partners totals $5,444,834.
Fitzpatrick's top holdings reflect a mix of strategic adjustments. Microsoft (MSFT) saw a slight decrease in shares, while Everest Group (EG) and Costar Group (CSGP) experienced significant increases. Salesforce (CRM) and Amazon (AMZN) reduced their positions, and UnitedHealth (UNH) saw a notable decline. Transdigm (TDG), Alphabet (GOOG), Ares (ARES), and Mastercard (MA) maintained relatively stable allocations.
For detailed analysis of each holding, including performance metrics, visit the investor profile and individual stock pages.