Iss A/S

• Vulcan Value Partners Third Quarter 2026 ↗ Vulcan Value Partners sold IQVIA, CarMax, Qorvo and ISS to fund businesses judged more deeply discounted, while adding Tyler Technologies, NICE, Skyworks, Fortune Brands and TransDigm. The firm argues that entrenched software, aerospace and semiconductor businesses retain strong fundamentals despite market concerns, and says its portfolios carry historically low price-to-value ratios. Third Quarter 2026 FBIN $4.8BIQV $44BISS $7.1B +12
• Vulcan Value Partners Second Quarter 2025 ↗ Vulcan Value Partners used tariff-driven volatility to rotate from higher price-to-value holdings into more discounted businesses, including UnitedHealth Group, IQVIA, Ares Management and Forterra. The firm argues that stable intrinsic values, a closely monitored MVP list and rapid capital reallocation can widen margins of safety during dislocations. Second Quarter 2025 UNH $377B0QOQ AMZN $2.8T +6
• Vulcan Value Partners First Quarter 2025 ↗ Vulcan Value Partners used tariff-driven volatility to improve price-to-value ratios, add capital to stable-value businesses and raise its margin of safety. The firm bought Medpace, Stanley Black & Decker, TPG, Jones Lang LaSalle and Sodexo, while selling Skyworks from concentrated strategies after reassessing its competitive moat. First Quarter 2025 AMZN $2.8TCRM $199BGOOGL $4.2T +10

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