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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Vulcan Value Partners, LLC INSTITUTION : Vulcan Value Partners, LLC
Vulcan Value Partners, LLC Portfolio (reported on 2020-05-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
QORVO INC    (Common Stock) QRVO 795,716,000 9,868,731 8.24%
SKYWORKS SOLUTIONS INC    (Common Stock) SWKS 775,040,000 8,671,296 8.03%
ALPHABET INC    (Common Stock) GOOG 772,671,000 664,486 8.00%
HILTON WORLDWIDE HLDGS INC    (Common Stock) 658,558,000 9,650,611 6.82%
KKR & CO INC    (Common Stock) 652,893,000 27,818,177 6.76%
AMAZON COM INC    (Common Stock) AMZN 561,590,000 288,036 5.82%
CARLYLE GROUP INC    (Common Stock) 542,723,000 25,068,029 5.62%
MICROSOFT CORP    (Common Stock) MSFT 510,353,000 3,236,024 5.28%
MASTERCARD INC    (Common Stock) MA 458,798,000 1,899,314 4.75%
VISA INC    (Common Stock) V 437,219,000 2,713,622 4.53%
JONES LANG LASALLE INC    (Common Stock) JLL 431,283,000 4,270,978 4.46%
ANTHEM INC    (Common Stock) ANTM 392,740,000 1,729,827 4.07%
FACEBOOK INC    (Common Stock) FB 381,375,000 2,286,422 3.95%
CREDIT ACCEP CORP MICH    (Common Stock) CACC 369,367,000 1,444,589 3.82%
CVS HEALTH CORP    (Common Stock) CVS 314,966,000 5,308,715 3.26%
NVIDIA CORP    (Common Stock) NVDA 311,619,000 1,182,168 3.22%
BOOKING HLDGS INC    (Common Stock) 277,840,000 206,523 2.87%
NATIONAL OILWELL VARCO INC    (Common Stock) NOV 240,688,000 24,485,057 2.49%
ORACLE CORP    (Common Stock) ORCL 177,085,000 3,664,073 1.83%
EVEREST RE GROUP LTD    (Common Stock) RE 96,807,000 503,105 1.00%
CUSHMAN WAKEFIELD PLC    (Common Stock) 86,413,000 7,360,539 0.89%
COHERENT INC    (Common Stock) COHR 40,094,000 376,788 0.41%
WYNDHAM HOTELS & RESORTS INC    (Common Stock) 35,528,000 1,127,529 0.36%
PARK HOTELS RESORTS INC    (Common Stock) 35,418,000 4,477,579 0.36%
ENERSYS    (Common Stock) ENS 34,069,000 687,984 0.35%
MILLER HERMAN INC    (Common Stock) MLHR 31,102,000 1,400,999 0.32%
ITURAN LOCATION AND CONTROL    (Common Stock) ITRN 30,577,000 2,151,806 0.31%
VIRTUS INVT PARTNERS INC    (Common Stock) VRTS 29,194,000 383,582 0.30%
MARCUS & MILLICHAP INC    (Common Stock) MMI 28,521,000 1,052,425 0.29%
CRANE CO    (Common Stock) CR 25,923,000 527,108 0.26%
AXIS CAPITAL HOLDINGS LTD    (Common Stock) AXS 25,379,000 656,625 0.26%
ACI WORLDWIDE INC    (Common Stock) ACIW 20,528,000 850,001 0.21%
LITTELFUSE INC    (Common Stock) LFUS 19,576,000 146,725 0.20%
ACUITY BRANDS INC    (Common Stock) AYI 19,074,000 222,672 0.19%
KNOLL INC    (Common Stock) KNL 15,811,000 1,532,045 0.16%
TEXAS PAC LD TR    (Common Stock) TPL 11,902,000 31,320 0.12%
MARRIOTT INTL INC NEW    (Common Stock) MAR 101,000 1,344 0.00%
WOODWARD INC    (Common Stock) WGOV 6,000 100 0.00%
WELBILT INC    (Common Stock) 5,000 1,000 0.00%
BARNES GROUP INC    (Common Stock) B 1,000 30 0.00%
Total Value As 2020-03-31: 9,648,553,000 SEC FILING
* Portfolios do not reflect changes after reporting
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