Vulcan Value Partners Talks Oracle (ORCL)’s Value, Plus New Positions in McKesson (MCK), Qorvo (QRVO), More

Vulcan Value Partners, Llc is a Birmingham-based hedge fund. The fund invests in publicly-traded companies using a long-term investment horizon. The fund also tries to identify stocks which are trading at significant discounts in comparison to their intrinsic value. The fund has a public equity portfolio containing holdings valued at $10.89 billion as of September 30, with 27% of that value being invested in stocks from the Information Technology sector, followed by 24% in the Finance...