C.T. Fitzpatrick's Top Holdings in Vulcan Value Partners Portfolio as of March 31, 2026
A snapshot of C.T. Fitzpatrick's top holdings in Vulcan Value Partners' portfolio as of March 31, 2026, highlighting significant changes in share positions.
As of March 31, 2026, C.T. Fitzpatrick's portfolio managed by Vulcan Value Partners held assets worth approximately $3.77 billion, with a focus on large-cap technology and healthcare stocks. The top holdings, representing significant portions of the portfolio, show varied changes in share positions from the prior period.
The largest position, Everest Group Ltd. (EG), accounts for 11.8% of the portfolio with a slight decrease in shares (-9.79%). Microsoft Corp. (MSFT) maintains a strong 10.88% allocation but also saw a reduction in shares (-2.85%). Amazon.com Inc. (AMZN) and UnitedHealth Group Inc. (UNH) follow, with allocations of 8.81% and 6.55% respectively, both showing decreases in shares (-9.32% and -15.75%).
The portfolio demonstrates significant growth in certain Financial Services holdings. Ryan Specialty Holdings Inc. (RYAN) increased its share count by 42.72%, while TransUnion (TRU) saw an even more substantial increase of 201.85%. Vulcan Value Partners also holds shares in Transdigm Group Inc. (TDG), Alphabet Inc. (GOOG), Visa Inc. (V), Mastercard Incorporated (MA), and others, with allocations ranging from 5.08% to 5.9%. Several of these holdings, including TDG, GOOG, V, and MA, experienced decreases in shares during the period.
For detailed insights into C.T. Fitzpatrick's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/ct-fitzpatrick-vulcan-value-partners. You can explore each stock holding by visiting their respective pages, such as Everest Group Ltd., Microsoft Corp., and others listed in the portfolio data.