Vulcan Value Partners Q4 Portfolio Updates: RYAN, TRU Buys; LVMHF, PDRDF Exits
ByAinvest
Tuesday, Jan 20, 2026 9:39 am ET1min read
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TRU--
Vulcan Value Partners acquired Ryan Specialty Holdings (RYAN) and TransUnion (TRU) in Q4, while selling Skyworks Solutions (SWKS), SS&C Technologies (SSNC), LVMH Moet Hennessy Louis Vuitton SE (LVMHF), and Pernod Ricard (PDRDF). The fund made these moves as part of its quarterly portfolio adjustments.
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