C.T. Fitzpatrick's Top Holdings: EVEREST, Microsoft, Amazon, and Significant Changes in Financial Services Stocks
C.T. Fitzpatrick's Vulcan Value Partners portfolio as of March 31, 2026, features EVEREST Group and Microsoft among top holdings, with notable share changes in Financial Services stocks.
C.T. Fitzpatrick, through Vulcan Value Partners, maintains a substantial portfolio worth approximately $3.77 billion as of March 31, 2026. The top holdings reveal a concentration in large-cap technology and healthcare stocks, alongside significant changes in Financial Services positions.
The largest position is in EVEREST Group Ltd. (EG), representing 11.8% of the portfolio. Fitzpatrick reduced his stake by 9.79%, indicating a slight divestment from this holding.
Microsoft Corp. (MSFT) holds the second-largest allocation at 10.88%. The position saw a minor decrease in shares.
Amazon.com Inc. (AMZN) and UnitedHealth Group Inc. (UNH) also feature among the top holdings, with both showing decreases in their respective positions.
Notably, Ryan Specialty Holdings Inc. (RYAN) experienced a substantial increase in its position, growing by 42.72%. TransUnion (TRU) saw an even more dramatic increase with a 201.85% share growth, making it one of the most significant additions to the portfolio.
For detailed insights into C.T. Fitzpatrick's investment strategy and performance, visit the investor profile. You can explore each stock's performance and details on EVEREST Group, Microsoft, Amazon, UnitedHealth, Ryan Specialty, and TransUnion.