Vulcan Value Partners, LLC MEDP MEDPACE HLDGS INC

Ownership history in Vulcan Value Partners, LLC  ·  19 quarters on record

AI Ownership Summary

Vulcan Value Partners, LLC reported MEDPACE HLDGS INC (MEDP) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.87% in 2025 Q3. The latest visible filing shows MEDP at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MEDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vulcan Value Partners, LLC's position in MEDPACE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MEDP was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vulcan Value Partners, LLC held MEDP — position size vs. price
% of Fund (quarterly)    MEDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 76.4% -14.5% 47,306 -152,866 -76.4% 0.49% $26.6M 2026-02-14 (Est.) $428.03
2025 Q3 REDUCED 30.4% +10.9% 200,172 -87,287 -30.4% 1.87% $103.2M 2025-11-10 $600.44
2025 Q2 REDUCED 11.8% +59.5% 287,459 -38,457 -11.8% 1.71% $96.9M 2025-08-13 $468.00
2025 Q1 ADDED 325,916 +224,578 +221.6% 1.86% $99.2M 2025-05-08 $300.81
2024 Q4 ADDED 101,338 +55,237 +119.8% 0.56% $33.7M 2025-02-14 $340.17
2024 Q3 ADDED 46,101 +7,501 +19.4% 0.26% $15.4M 2024-11-13 $361.94
2024 Q2 REDUCED 49.6% -18.9% 38,600 -37,916 -49.6% 0.24% $15.9M 2024-08-14 $385.20
2024 Q1 REDUCED 25.2% +0.8% 76,516 -25,744 -25.2% 0.45% $30.9M 2024-05-15 $405.88
2023 Q4 REDUCED 27.0% +29.8% 102,260 -37,859 -27.0% 0.46% $31.3M 2024-02-13 $364.10
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Vulcan Value Partners, LLC and MEDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vulcan Value Partners, LLC reported owning MEDP?

Vulcan Value Partners, LLC reported MEDP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MEDP position in Vulcan Value Partners, LLC's portfolio?

The largest reported portfolio weight for MEDP was 1.87% in 2025 Q3.

What is the latest reported MEDP position on this page?

The most recent filing on this page is 2025 Q4, when Vulcan Value Partners, LLC reported 47,306 shares, equal to 0.49% of portfolio, with an estimated market value of $26.6M.

What does the chart on this MEDP ownership page compare?

The chart compares Vulcan Value Partners, LLC's quarterly MEDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vulcan Value Partners, LLC time their MEDP position?

Based on 13F filing dates vs. subsequent MEDP price moves, Vulcan Value Partners, LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on MEDP relative to SPY over the holding period was +8.2%.

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