Vulcan Value Partners Sold SS&C Technologies Holdings (SSNC) Due to Narrowed Margin of Safety
Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Running Oak Capital Seth Cogswell | 181,348 | $15,853,442 | -6% | 1.99% |
| 2. | Skylands Capital Charles Paquelet | 80,700 | $7,054,794 | +10% | 0.96% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.53 | 2,700 | $203,935.05 | 72,776 | 2025-05-01 | Filing | |
| $81.05 | 31 | $2,512.55 | 61,679 | 2021-12-22 | Filing | |
| $75.99 | 52 | $3,951.43 | 61,648 | 2021-08-25 | Filing | |
| $76.60 | 325 | $24,895.00 | 61,596 | 2021-08-03 | Filing | |
| $73.47 | 2 | $179.49 | 1,111 | 2021-06-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.85 | 150,000 | $12,878,130.00 | 386,924 | 2025-11-25 | Filing | |
| $79.92 | 12,500 | $999,000.00 | 12,476 | 2025-05-13 | Filing | |
| $77.60 | 12,900 | $1,001,061.93 | 24,976 | 2025-05-02 | Filing | |
| $77.05 | 6,000 | $462,303.60 | 37,876 | 2025-05-02 | Filing | |
| $88.39 | 23,000 | $2,033,062.00 | 23,200 | 2025-02-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,532,012 | $1,794,908,490 | 0.03% | |
| 2. | 2,014,370 | $176,096,228 | 0.25% | |
| 3. | 1,707,367 | $149,258,023 | 0.79% | |
| 4. | 768,943 | $67,220,997 | 1.21% | |
| 5. | 688,494 | $60,188,145 | 0.01% |