C.T. Fitzpatrick's Top Holdings: Focus on Tech, Healthcare with Notable Share Changes

C.T. Fitzpatrick, through Vulcan Value Partners, maintains a substantial portfolio valued at $3.77 billion as of March 31, 2026. This snapshot details the top holdings, showcasing significant allocations and observable changes in share positions.

The largest position is EVEREST Group Ltd. (EG), holding 11.8% of the portfolio with a stock value of $445 million. The position saw a slight reduction in shares (-9.79%) compared to the previous period.

Mozilla Corporation (MSFT) follows with a 10.88% allocation, valued at $410 million. This Technology stock also experienced a modest decrease in shares (-2.85%).

Amazon.com Inc. (AMZN) holds an 8.81% stake, valued at $332 million in the Consumer Cyclical sector. The position saw a decline in shares (-9.32%).

Healthcare allocation is significant with UnitedHealth Group Inc. (UNH) at 6.55%, valued at $247 million. This position also showed a decrease in shares (-15.75%).

Two holdings show substantial increases in shares during the period:

RYAN SPECIALTY HOLDINGS INC (RYAN), a Financial Services company, saw its position allocation increase to 5.9% ($223 million) with a massive +42.72% increase in shares.

TRANSUNION (TRU), another Financial Services stock, increased its allocation to 5.88% ($222 million) with an extraordinary +201.85% change in shares.

Additional significant holdings include TRANSDIGM GROUP INC (TDG) in Industrials (5.66%), ALPHABET INC (GOOG) in Communication Services (5.14%), VISA INC (V) in Financial Services (5.12%), and MASTERCARD INCORPORATED (MA) in Financial Services (5.08%).

For detailed insights into C.T. Fitzpatrick's investment strategy and these holdings, visit the investor profile: https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners. For specific stock information, use the links below:

EVEREST Group Ltd. (EG): https://www.insiderset.com/investors/stocks/EG

MICROSOFT CORP (MSFT): https://www.insiderset.com/investors/stocks/MSFT

AMAZON COM INC (AMZN): https://www.insiderset.com/investors/stocks/AMZN

UNITEDHEALTH GROUP INC (UNH): https://www.insiderset.com/investors/stocks/UNH

RYAN SPECIALTY HOLDINGS INC (RYAN): https://www.insiderset.com/investors/stocks/RYAN

TRANSUNION (TRU): https://www.insiderset.com/investors/stocks/TRU

TRANSDIGM GROUP INC (TDG): https://www.insiderset.com/investors/stocks/TDG

ALPHABET INC (GOOG): https://www.insiderset.com/investors/stocks/GOOG

VISA INC (V): https://www.insiderset.com/investors/stocks/V

MASTERCARD INCORPORATED (MA): https://www.insiderset.com/investors/stocks/MA