From Seekingalpha · Vulcan Value Partners · · 30s
Vulcan Value Partners Q3 2026 Review
Vulcan Value Partners held no new positions in Q3 2026, focusing on Microsoft and SAP.
In brief
Vulcan Value Partners held no new positions in Q3 2026, focusing on Microsoft and SAP. Vulcan Value Partners did not buy or sell stocks in Q3 2026, highlighting Microsoft and SAP as key contributors. Originally reported by Seekingalpha.
Q3 2026 Holdings
Vulcan Value Partners did not purchase any new positions during the quarter.
Key Contributors
Vulcan Value Partners did not sell any positions during the quarter.
Performance Drivers
Microsoft Corporation and SAP SE were the two material contributors to performance.
The big picture
Vulcan Value Partners did not buy or sell stocks in Q3 2026, highlighting Microsoft and SAP as key contributors.
