Vulcan Value Partners' portfolio manager C.T. Fitzpatrick made notable changes to holdings in the second quarter of 2026, including additions and reductions across various sectors.
As reported for the period ending June 30, 2026, Vulcan Value Partners managed by C.T. Fitzpatrick saw its portfolio navigate a complex investment landscape.
Prominent Purchases Observed in Q2 2026
The most significant buying activity during this quarter involved several key holdings, as indicated by the change_in_shares_from_prior_period data. Notably,
TRANSUNION (TRU) experienced a substantial increase in its position with an addition of 18.92% more shares (+375,836). Another noteworthy purchase was the strengthening of the TPG INC (TPG) stake by approximately 18.92%, adding over half a million dollars in value during this period.
Significant Reductions and Exits
C.T. Fitzpatrick's portfolio also reflected strategic exits or substantial reductions from certain positions. The investor sold shares of
CARMAX INC (KMX), reducing its stake by a significant 58.61% in terms of share count (
-1,292,238). Similarly, the position in
UNITEDHEALTH GROUP INC (UNH) was drastically cut, with a 92.63% reduction in shares (
-845,365) and effectively exited from the portfolio entirely by the end of Q2. Other notable decreases included
PROG HOLDINGS INC (PRG) (-50.37%) and
ITURAN LOCATION AND CONTROL (M6158M104) (-74.88%).
Overall Portfolio Shifts
The changes observed in Q2 2026 resulted in a portfolio value of approximately $3.29 billion, maintaining its focus on specific sectors while adjusting individual stock allocations. Financial Services remains the dominant sector allocation at nearly 37.1% ($1.22B), Technology follows with about 17.45% ($573M), and Consumer Cyclical holds a significant portion of $302M, reflecting strategic adjustments within these areas.
Focus on Vulcan Value Partners' Actions
The detailed filing from
Vulcan Value Partners provides a clear picture of C.T. Fitzpatrick's decisions during this quarter, highlighting both concentrated buying in specific sectors and sharp reductions elsewhere.
