From Headwinds to Full Valuation: The Disciplined Exit of IQVIA Holdings (IQV)

yf_tkr_IQV · 2026-10-23

$IQV

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here. The portfolio reported a strong quarter, with all strategies except Small Cap reporting positive absolute results, with Small Cap down about 1%. In the quarter, the Large Cap Composite (Net) returned 7.4%, the Small Cap Composite (Net) returned […]

Sector coverage: Healthcare · Diagnostics & Research

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