From Seekingalpha · Vulcan Value Partners · · 40s
Vulcan Value Partners Q3 2026 Small Cap Review
Vulcan Value Partners sold three stocks and bought three others in Q3 2026.
In brief
Vulcan Value Partners sold three stocks and bought three others in Q3 2026. Vulcan Value Partners sold Qorvo, ISS A/S, and CarMax while buying Tyler Technologies, NICE Ltd., and Skyworks Solutions in Q3 2026. Originally reported by Seekingalpha.
Q3 2026 Small Cap Moves
Vulcan Value Partners purchased three positions: Tyler Technologies, NICE Ltd., and Skyworks Solutions during Q3 2026.
Q3 2026 Small Cap Sales
Vulcan Value Partners sold three positions: Qorvo, Inc., ISS A/S, and CarMax, Inc. during Q3 2026.
Q3 2026 Material Detractors
Three material detractors to performance were Fortune Brands Innovations, PROG Holdings, and StandardAero.
The takeaway
Vulcan Value Partners sold Qorvo, ISS A/S, and CarMax while buying Tyler Technologies, NICE Ltd., and Skyworks Solutions in Q3 2026.
