Ownership history in Vulcan Value Partners, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Vulcan Value Partners, LLC reported a position in SS&C TECHNOLOGIES HLDGS INC (SSNC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Vulcan Value Partners, LLC outperformed the S&P 500 by +0.2% annually on this SSNC position. Timing score: 42% (5/12 decisions correct). Average cost basis: $62.27. Maximum drawdown during holding period: β25.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $50.77 (2023 Q3) Β· Worst: $67.98 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 9 trims. Bought during 3 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.63% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size