C.T. Fitzpatrick's Vulcan Value Partners Portfolio Trends: Quarterly Share Changes Revealed
C.T. Fitzpatrick's portfolio, valued at $5.44M as of Dec 2025, shows significant share increases in EVEREST GROUP and COSTAR GROUP, while holdings like AMAZON and UNITEDHEALTH experienced notable decreases.
As of December 31, 2025, C.T. Fitzpatrick's Vulcan Value Partners portfolio held a total value of $5,444,834, with the top 10 holdings accounting for approximately 60% of the total allocation. The portfolio demonstrated mixed quarterly trends, with several positions seeing substantial share changes.
Among the most significant increases were EVEREST GROUP (EG), where shares rose by 6.51%, adding 92,274 shares to the position. Similarly, COSTAR GROUP (CSGP) saw a substantial 17.05% increase in shares, equivalent to 653,412 additional shares. ARES MANAGEMENT (ARES) also added significantly to its position with a 25.67% share increase.
On the other hand, several holdings experienced notable decreases. AMAZON (AMZN) saw its share count drop by 6.41%, while UNITEDHEALTH GROUP (UNH) experienced a 9.6% reduction in holdings. MICROSOFT (MSFT) and TRANDIGM GROUP (TDG) also reported share decreases, though less dramatically, while others like MASTERCARD (MA) saw modest reductions.
For a complete view of C.T. Fitzpatrick's investment strategy and performance, visit the full profile on Insiderset. Detailed analysis of each stock in the portfolio can be found by exploring the individual stock pages.