Vulcan Value Partners – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Vulcan Value Partners during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| RYAN | 6,595,335 | $33.74 | Increased | 42.72% | 5.90% | $222.53M | 2026 Q1 |
| TRU | 3,207,405 | $69.19 | Increased | 201.85% | 5.89% | $221.92M | 2026 Q1 |
| MEDP | 203,068 | $480.19 | Increased | 329.26% | 2.59% | $97.51M | 2026 Q1 |
| TPG | 1,986,026 | $40.51 | Increased | 15.34% | 2.13% | $80.45M | 2026 Q1 |
| NOW | 533,817 | $104.55 | Buy | 100.00% | 1.48% | $55.81M | 2026 Q1 |
| CIGI | 255,321 | $106.89 | Increased | 38.46% | 0.72% | $27.29M | 2026 Q1 |
| SARO | 716,983 | $25.87 | Increased | 51.45% | 0.49% | $18.55M | 2026 Q1 |
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