C.T. Fitzpatrick's Quarterly Portfolio Trends: Major Shifts Revealed
Vulcan Value Partners' portfolio saw significant increases in Financial Services stocks while several holdings experienced substantial decreases.
As of March 31, 2026, C.T. Fitzpatrick's portfolio managed by Vulcan Value Partners held a total value of approximately $3.77 billion. The quarterly review reveals notable shifts in position sizes across key holdings.
Among the most significant changes, TransUnion (TRU) saw a substantial increase of 201.85% in its position, while Ryan Specialty Holdings (RYAN) added 42.72% to its stake during the quarter.
Conversely, several major holdings experienced significant reductions. Everest Group (EG) decreased by 9.79%, Microsoft (MSFT) by 2.85%, Amazon (AMZN) by 9.32%, and UnitedHealth (UNH) by 15.75%.
Other notable decreases included TransDigm (TDG) down 23.44%, Alphabet (GOOG) down 27.4%, Visa (V) down 12.12%, and Mastercard (MA) down 14.7%.
These changes reflect quarterly adjustments to the Vulcan Value Partners portfolio, highlighting shifts in allocation across different sectors.