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.
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 |