In a recent 13F filing, Vulcan Value Partners disclosed a significant reduction in its Amazon.com Inc. (AMZN) holdings, selling 603,110 shares. This 37.79% cut reduced its total position to 992,762 shares, valued at approximately $236.6 million as of the reporting date. Despite the sale, Amazon remains a top five holding for the firm, constituting 7.20% of its reported portfolio. In its second-quarter shareholder letter, the firm noted, "Amazon remains a dominant world-class company with powerful secular tailwinds."
Investors are reminded that 13F filings are delayed disclosures. This transaction occurred during the second quarter ending June 30, 2026, and the report was made public by the SEC on August 10, 2026. Therefore, this filing does not reflect the firm's real-time holdings or any trades made since the end of June.