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Vulcan Value Partners, LLC
Vulcan Value Partners, LLC is an independent investment management firm headquartered in Birmingham, Alabama. Founded in 2007, it operates as a registered investment adviser and manages equity strategies for institutional investors and high net worth individuals in the United States and globally. The firm focuses on long-term value investing and has built a reputation for disciplined, research-driven management. It serves a diverse range of clients primarily through separately managed accounts and mutual funds, with an employee count estimated between 50 and 100.
Investment Strategy
Vulcan Value Partners employs a value-oriented investment strategy, focusing on purchasing publicly traded equity securities that the firm believes are deeply undervalued relative to their intrinsic worth. Their approach emphasizes long-term investing in high-quality businesses with stable, understandable economics and strong free cash flow generation. The firm conducts thorough fundamental analysis and seeks to minimize permanent capital loss through careful security selection and a strict adherence to margin of safety principles.
Latest 13F Filing Activity
Vulcan Value Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $6B. The fund increased holdings in Unitedhealth Group Inc., Ares Management Corporation, Iqvia HLDGS Inc. among other positions. Vulcan Value Partners, LLC reduced exposure to Carlyle Group Inc., Costar Group Inc., Visa Inc. among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.99% | $623.7M | 1,218,494 | $253.58 | $497.41 | +$100.5M |
A AMZN | AMAZON COM INC | 7.74% | $439.2M | 1,939,874 | $117.65 | $219.39 | +$105.2M |
U UNH | UNITEDHEALTH GROUP INC | 6.97% | $395.1M | 1,222,825 | $336.91 | $311.97 | +$314.7M |
T TDG | TRANSDIGM GROUP INC | 6.36% | $361.0M | 231,595 | $662.86 | $1520.64 | +$16.5M |
G GOOG | ALPHABET INC | 5.64% | $320.2M | 1,750,416 | $59.96 | $177.39 | +$29.2M |
Industry Allocation
Investment Team (15)
| Name | Role | Location | |
|---|---|---|---|
A Allen Cox | Analyst | Birmingham, AL , United States | |
 | Principal, Equity Analyst | Birmingham, AL , United States | |
| Principal, Portfolio Manager | Birmingham, AL , United States | ||
 | Principal | Birmingham, AL , United States | |
 | Trading Associate | United States | |
M Michele O'Daniel | Equity Trader | Alabaster, AL , United States | |
 | Principal, Equity Analyst | Birmingham, AL , United States | |
T Trenton Green | Analyst | Birmingham, AL , United States | |
 | Research Associate | Birmingham, AL , United States | |
 | Associate Equity Analyst | Birmingham, AL , United States |
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