C.T. Fitzpatrick's Top Holdings Analysis: Portfolio Insights for March 2026

C.T. Fitzpatrick, managing director at Vulcan Value Partners, has built a substantial portfolio worth approximately $3.77 billion as of March 31, 2026. This comprehensive analysis delves into the top holdings that form the core of this investment strategy.

Leading the portfolio is Everest Group Ltd (EG), a global consulting and technology firm. Vulcan Value Partners holds a significant stake representing 11.8% of the total portfolio. The investment in EG saw a reduction in shares during the period, with a -9.79% change in holdings.

Microsoft Corporation (MSFT), a tech giant, holds the second-largest allocation at 10.88%. The position experienced a slight decrease, marked by a -2.85% reduction in shares during the prior period.

Amazon.com Inc. (AMZN), a leader in e-commerce and cloud computing, follows with an 8.81% allocation. This position also saw a decline, with a -9.32% reduction in shares.

Healthcare sector representation is strong with UnitedHealth Group Inc. (UNH), holding a 6.55% allocation. However, this position experienced one of the steepest reductions, with a -15.75% change in shares.

Within the Financial Services sector, two companies stand out. Ryan Specialty Holdings Inc. (RYAN) holds a 5.9% allocation, showing remarkable growth with a +42.72% increase in shares. TransUnion (TRU), also in Financial Services, holds a nearly identical 5.88% allocation, but with an even more dramatic +201.85% share increase.

Industrials sector is represented by Transdigm Group Inc. (TDG) with a 5.66% allocation. Vulcan Value Partners' stake here decreased by -23.44%.

Communication Services sector includes Alphabet Inc. (GOOG), holding a 5.14% allocation. The position saw a decline of -27.4% in shares.

Visa Inc. (V) and Mastercard Incorporated (MA) round out the top ten with allocations of 5.12% and 5.08% respectively, both within the Financial Services sector. Both Visa and Mastercard saw reductions in their respective holdings, by -12.12% and -14.7% during the prior period.

For a complete overview of C.T. Fitzpatrick's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners. Detailed information on each stock, including the companies mentioned, can be found at their respective pages: Everest Group Ltd, Microsoft, Amazon, UnitedHealth, Ryan Specialty, TransUnion, Transdigm, Alphabet, Visa, and Mastercard.