Letters by company

Medpace Holdings, Inc.

2 letters discussing MEDP. Everything written about it on this site is on its ticker page.

Vulcan Value Partners Annual Letter and Fourth Quarter 2025 Vulcan Value Partners reduced technology exposure and added health care, insurance and discounted SMID-cap businesses as it sought wider margins of safety amid expensive AI-led markets. The firm bought Ryan Specialty, TransUnion, Everest and CarMax, while reallocating from holdings nearer estimated fair value and adding to Fiserv after its guidance reset. Annual Letter and Fourth Quarter 2025 CBRE $38BCRM $197BCSGP $12B
Vulcan Value Partners Third Quarter 2025 Vulcan Value Partners bought Fiserv and sold CBRE, Sealed Air and Jones Lang LaSalle to redirect capital toward more discounted businesses. The firm trimmed Medpace after its value estimate rose, added to CarMax, and argues that Alphabet, Salesforce and UnitedHealth retain durable advantages despite company-specific risks. Third Quarter 2025 CBRE $38BCRM $197BFISV $24B