Particle.news
Download on the App Store

Vulcan Value Partners Cites AI Volatility, Exits CoStar in Q1 Investor Letter

The firm says sharp price swings create chances to buy strong businesses at discounts.

Overview

  • Vulcan reported weak first‑quarter results for 2026, with the Large Cap Composite at -14.1% and both Focus composites at -19.1%.
  • CoStar was sold after Vulcan called its capital allocation poor, pointing to heavy spending on Homes.com that management now expects will not turn a profit until 2030.
  • The letter lays out three groups for AI disruption risk to steer research and sizing: Software, Alternative Asset Managers, and businesses affected indirectly.
  • Microsoft was a material drag on results, yet Vulcan noted solid fundamentals with revenue up 15%, operating profit up 19%, and Azure up 38% in constant currency.
  • Ares Management dropped 31.6% in the quarter on AI worries, though Vulcan said its software exposure is small and its loans are senior with low defaults, an estimated 37% loan‑to‑value, and an average term of about 3.5 years.