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Vulcan Value Partners, LLC Buys The Carlyle Group Inc, Jones Lang LaSalle Inc, Credit Acceptance Corp, Sells Marriott International Inc, NVIDIA Corp, McKesson Corp

Birmingham, AL, based Investment company Vulcan Value Partners, LLC (Current Portfolio) buys The Carlyle Group Inc, Jones Lang LaSalle Inc, Credit Acceptance Corp, Hilton Worldwide Holdings Inc, Alphabet Inc, sells Marriott International Inc, NVIDIA Corp, McKesson Corp, AmerisourceBergen Corp, United Parcel Service Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Vulcan Value Partners, LLC. As of 2020Q1, Vulcan Value Partners, LLC owns 40 stocks with a total value of $9.6 billion. These are the details of the buys and sells.

For the details of Vulcan Value Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vulcan+value+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Vulcan Value Partners, LLC
  1. Qorvo Inc (QRVO) - 9,868,731 shares, 8.25% of the total portfolio. Shares added by 19.59%
  2. Skyworks Solutions Inc (SWKS) - 8,671,296 shares, 8.03% of the total portfolio. Shares added by 28.72%
  3. Alphabet Inc (GOOG) - 664,486 shares, 8.01% of the total portfolio. Shares added by 29.84%
  4. Hilton Worldwide Holdings Inc (HLT) - 9,650,611 shares, 6.83% of the total portfolio. Shares added by 61.77%
  5. KKR & Co Inc (KKR) - 27,818,177 shares, 6.77% of the total portfolio. Shares reduced by 7.63%
New Purchase: Herman Miller Inc (MLHR)

Vulcan Value Partners, LLC initiated holding in Herman Miller Inc. The purchase prices were between $15.15 and $41.97, with an estimated average price of $34.88. The stock is now traded at around $20.25. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,400,999 shares as of .

New Purchase: Knoll Inc (KNL)

Vulcan Value Partners, LLC initiated holding in Knoll Inc. The purchase prices were between $8.78 and $26.16, with an estimated average price of $20.15. The stock is now traded at around $9.57. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,532,045 shares as of .

New Purchase: Welbilt Inc (WBT)

Vulcan Value Partners, LLC initiated holding in Welbilt Inc. The purchase prices were between $3.5 and $15.69, with an estimated average price of $12.17. The stock is now traded at around $4.62. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,000 shares as of .

Added: The Carlyle Group Inc (CG)

Vulcan Value Partners, LLC added to a holding in The Carlyle Group Inc by 1031.05%. The purchase prices were between $17.08 and $34.45, with an estimated average price of $29.01. The stock is now traded at around $23.47. The impact to a portfolio due to this purchase was 5.12%. The holding were 25,068,029 shares as of .

Added: Jones Lang LaSalle Inc (JLL)

Vulcan Value Partners, LLC added to a holding in Jones Lang LaSalle Inc by 528.74%. The purchase prices were between $81.48 and $177.16, with an estimated average price of $151.2. The stock is now traded at around $85.52. The impact to a portfolio due to this purchase was 3.76%. The holding were 4,270,978 shares as of .

Added: Credit Acceptance Corp (CACC)

Vulcan Value Partners, LLC added to a holding in Credit Acceptance Corp by 343.08%. The purchase prices were between $234.35 and $466.84, with an estimated average price of $405.23. The stock is now traded at around $319.97. The impact to a portfolio due to this purchase was 2.97%. The holding were 1,444,589 shares as of .

Added: Hilton Worldwide Holdings Inc (HLT)

Vulcan Value Partners, LLC added to a holding in Hilton Worldwide Holdings Inc by 61.77%. The purchase prices were between $56.68 and $113.92, with an estimated average price of $98.09. The stock is now traded at around $68.17. The impact to a portfolio due to this purchase was 2.61%. The holding were 9,650,611 shares as of .

Added: Alphabet Inc (GOOG)

Vulcan Value Partners, LLC added to a holding in Alphabet Inc by 29.84%. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1348.18. The impact to a portfolio due to this purchase was 1.84%. The holding were 664,486 shares as of .

Added: Skyworks Solutions Inc (SWKS)

Vulcan Value Partners, LLC added to a holding in Skyworks Solutions Inc by 28.72%. The purchase prices were between $67.9 and $128.19, with an estimated average price of $107.43. The stock is now traded at around $104.13. The impact to a portfolio due to this purchase was 1.79%. The holding were 8,671,296 shares as of .

Sold Out: McKesson Corp (MCK)

Vulcan Value Partners, LLC sold out a holding in McKesson Corp. The sale prices were between $115.75 and $170.96, with an estimated average price of $146.83.

Sold Out: AmerisourceBergen Corp (ABC)

Vulcan Value Partners, LLC sold out a holding in AmerisourceBergen Corp. The sale prices were between $73.93 and $97, with an estimated average price of $88.21.

Sold Out: United Parcel Service Inc (UPS)

Vulcan Value Partners, LLC sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.

Sold Out: S&P Global Inc (SPGI)

Vulcan Value Partners, LLC sold out a holding in S&P Global Inc. The sale prices were between $192.05 and $311.16, with an estimated average price of $275.14.

Sold Out: Brookfield Asset Management Inc (BAM)

Vulcan Value Partners, LLC sold out a holding in Brookfield Asset Management Inc. The sale prices were between $22.05 and $45.53, with an estimated average price of $38.6.

Sold Out: Sleep Number Corp (SNBR)

Vulcan Value Partners, LLC sold out a holding in Sleep Number Corp. The sale prices were between $19.16 and $59.72, with an estimated average price of $44.83.



Here is the complete portfolio of Vulcan Value Partners, LLC. Also check out:

1. Vulcan Value Partners, LLC's Undervalued Stocks
2. Vulcan Value Partners, LLC's Top Growth Companies, and
3. Vulcan Value Partners, LLC's High Yield stocks
4. Stocks that Vulcan Value Partners, LLC keeps buying

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