C.T. Fitzpatrick Q1 2026 Portfolio Update: Focus on Financial Services, Reduced Exposure in Tech
Vulcan Value Partners' portfolio value reached $3.77B as of March 31, 2026. Significant buying in Financial Services firms Ryan Specialty Holdings and TransUnion, while Technology and Healthcare stocks saw substantial reductions.
As of March 31, 2026, Vulcan Value Partners, managed by C.T. Fitzpatrick, maintained a substantial portfolio valued at $3.77 billion. The firm's investment strategy appears focused on value-oriented opportunities, with Technology and Healthcare sectors forming core holdings, while demonstrating significant interest in Financial Services companies.
The most pronounced buying activity during this quarter was observed in Financial Services. Ryan Specialty Holdings (Ticker: RYAN) saw its share count increase by 42.72%, representing a substantial new position or significantly strengthened existing stake. Similarly, TransUnion (TRU) experienced a massive 201.85% increase in shares, indicating strong conviction in this sector.
Conversely, the investor significantly reduced exposure in several key sectors. Technology companies showed notable declines: Microsoft (MSFT) shed 2.85% of its shares, Amazon (AMZN) decreased by 9.32%, and Alphabet (GOOG) saw a sharp 27.4% reduction. Healthcare giant UnitedHealth Group (UNH) also experienced a substantial 15.75% decrease in holdings.
Other notable changes include a moderate reduction in Everest Group (EG) and TransUnions parent company TransDigm Group (TDG), while Visa (V) and Mastercard (MA) saw modest declines.
No information is available to determine if any stocks were newly added to the portfolio or completely exited during this period.
For more detailed analysis of C.T. Fitzpatrick's investment approach and performance, visit Vulcan Value Partners' profile.