# Vulcan Value Partners Q3 2026 Review

> Vulcan Value Partners held no new positions in Q3 2026, focusing on Microsoft and SAP.
- Title: Vulcan Value Partners Q3 2026 Review · Seekingalpha | Shortify
- Summary: 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…
- Keywords: vulcan value partners, microsoft corporation, sap se, q3 2026, focus review, money, business, Vulcan, Value, Partners, 2026, Review
- Source: Seekingalpha — https://seekingalpha.com/article/4956601-vulcan-value-partners-focus-q3-2026-review
- Author: Vulcan Value Partners
- Published: 2026-10-22T19:21:00+00:00
- Read time: 1 min
- Topics: vulcan value partners, microsoft corporation, sap se, q3 2026, focus review, money, business
## 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.
## Key takeaway

Vulcan Value Partners did not buy or sell stocks in Q3 2026, highlighting Microsoft and SAP as key contributors.