Fund Update: Vulcan Value Partners, LLC Just Disclosed New Holdings

Vulcan Value Partners, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 674,072 shares of $CCK (~$53,681,449). This was a increase of ~450.53% from their previous position.
• An increase of 55,237 shares of $MEDP (~$18,279,010). This was a increase of ~119.82% from their previous position.
• A decrease of 1,851,795 shares of $KKR (~$241,767,245). This was a increase of ~-99.88% from their previous position.
• A decrease of 2,001,707 shares of $LYV (~$209,943,366). This was a increase of ~-81.27% from their previous position.
• An increase of 902,353 shares of $QRVO (~$7,051,828). This was a increase of ~53.75% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Vulcan Value Partners, LLC for more details.