Vulcan Value Partners, LLC has filed its latest 13F-HR report, revealing its holdings as of September 30, 2026. The total value of these holdings is approximately $3.13 billion. This filing is significant as it provides insights into the firm’s investment strategies and positions in various companies, which can influence market trends.

Vulcan Value Partners, based in Birmingham, Alabama, is an asset management firm that focuses on long-term investments. The company is known for its value-oriented investment approach. According to the SEC filings, the firm is incorporated in Delaware and has a fiscal year ending on December 31.

The recent filing, accession number 0001556785-26-000022, was submitted on November 10, 2026. It includes a detailed summary of the firm’s equity investments, which are crucial for understanding its market positioning. The report shows that Vulcan Value Partners holds 34 different securities, with a total reported value of $3,132,508,959.

Among the notable holdings are Ryan Specialty Holdings Inc, TransUnion, and Amazon.com Inc, reflecting a diverse investment strategy. For instance, the firm holds approximately $254 million in Ryan Specialty Holdings and $242 million in Amazon. This diversification may help the firm mitigate risks associated with market volatility.

The filing indicates that Vulcan Value Partners exercises sole investment discretion over its holdings, meaning it has complete control over its investment decisions. This autonomy allows the firm to respond quickly to market changes and adjust its portfolio as needed.

This update may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Competitors may analyze Vulcan's holdings to gauge market trends and adjust their strategies accordingly. Additionally, investors may use this information to make informed decisions about their portfolios.

Looking ahead, it remains to be seen how Vulcan Value Partners will adjust its investment strategies in response to market conditions. The filing does not specify any upcoming votes or further actions, but the firm is expected to continue monitoring its investments closely.