Vulcan Value Partners
As of Q2 2026, Vulcan Value Partners reported 36 long-equity positions worth $3.29B in aggregate.
Copy-investor backtest
- Latest quarter
- +12.07%
- 1-year
- +6.17%
- 3-year
- +58.86%
- 5-year
- +38.86%
- 3-year vs S&P 500
- -13.65%
- 5-year vs S&P 500
- -34.09%
- 5-year top 5
- +84.61%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-11 from SEC 13F data.
Live quotes available for 35 of 37 rows. Rows without a quote are marked unavailable.
| 1 | EG | EVEREST GROUP LTD | 11.28% | Reduce -23.9% | 1,036,906 | $370.41M | $357.23 | |
| 2 | MSFT | MICROSOFT CORP | 11.21% | Reduce -11.0% | 986,905 | $368.14M | $373.02 | |
| 3 | RYAN | RYAN SPECIALTY HOLDINGS INC | 9.09% | Add +20.0% | 7,912,669 | $298.78M | $37.76 | |
| 4 | MA | MASTERCARD INCORPORATED | 7.86% | Add +31.3% | 502,961 | $258.32M | $513.60 | |
| 5 | AMZN | AMAZON COM INC | 7.20% | Reduce -37.8% | 992,758 | $236.61M | $238.34 | |
| 6 | TDG | TRANSDIGM GROUP INC | 6.91% | Reduce -7.5% | 170,429 | $227.02M | $1332.04 | |
| 7 | ARES | ARES MANAGEMENT CORPORATION | 6.45% | Add +12.5% | 1,902,580 | $211.78M | $111.31 | |
| 8 | TRU | TRANSUNION | 5.94% | Reduce -15.6% | 2,707,249 | $195.3M | $72.14 | |
| 9 | GOOG | ALPHABET INC | 5.80% | Reduce -20.3% | 539,472 | $190.61M | $353.33 | |
| 10 | V | VISA INC | 4.84% | Reduce -27.6% | 463,268 | $158.94M | $343.09 | |
| 11 | TPG | TPG INC | 2.92% | Add +18.9% | 2,361,862 | $95.77M | $40.55 | |
| 12 | MEDP | MEDPACE HLDGS INC | 2.29% | Reduce -30.2% | 141,743 | $75.07M | $529.59 | |
| 13 | ELV | ELEVANCE HEALTH INC FORMERLY | 1.83% | Reduce -47.5% | 155,873 | $60.28M | $386.73 | |
| 14 | NOW | SERVICENOW INC | 1.74% | Add +7.7% | 574,811 | $57.07M | $99.28 | |
| 15 | IQV | IQVIA HLDGS INC | 1.53% | Add +4.7% | 259,856 | $50.21M | $193.22 | |
| 16 | KMX | CARMAX INC | 1.47% | Reduce -58.6% | 912,638 | $48.27M | $52.89 | |
| 17 | FI | FISERV INC | 1.33% | Reduce -18.3% | 893,965 | $43.85M | No quote | No quote |
| 18 | NICE | NICE LTD | 1.32% | Reduce -16.4% | 478,421 | $43.46M | $90.85 | |
| 19 | HEI-A | HEICO CORP NEW | 1.21% | Reduce -13.9% | 153,718 | $39.65M | $257.91 | |
| 20 | JLL | JONES LANG LASALLE INC | 0.91% | Reduce -12.1% | 96,258 | $29.84M | $309.95 | |
| 21 | UNH | UNITEDHEALTH GROUP INC | 0.85% | Reduce -92.6% | 67,309 | $27.98M | $415.63 | |
| 22 | CRM | SALESFORCE INC | 0.78% | Reduce -16.7% | 164,013 | $25.69M | $156.66 | |
| 23 | CIGI | COLLIERS INTL GROUP INC | 0.60% | Reduce -17.0% | 211,910 | $19.87M | $93.79 | |
| 24 | ABM | ABM INDS INC | 0.60% | Reduce -28.8% | 448,559 | $19.84M | $44.24 | |
| 25 | MLKN | MILLERKNOLL INC | 0.52% | Reduce -36.7% | 838,151 | $17.15M | $20.46 | |
| 26 | QRVO | QORVO INC | 0.51% | Reduce -32.5% | 181,315 | $16.91M | $93.27 | |
| 27 | EFX | EQUIFAX INC | 0.44% | New | 90,748 | $14.4M | $158.72 | |
| 28 | G | GENPACT LIMITED | 0.44% | Reduce -26.6% | 521,587 | $14.34M | $27.50 | |
| 29 | SARO | STANDARDAERO INC | 0.41% | Reduce -37.2% | 450,287 | $13.48M | $29.95 | |
| 30 | PRG | PROG HOLDINGS INC | 0.40% | Reduce -50.4% | 281,066 | $13.1M | $46.61 | |
| 31 | FBIN | FORTUNE BRANDS INNOVATIONS I | 0.36% | Reduce -37.5% | 214,798 | $11.79M | $54.90 | |
| 32 | BMI | BADGER METER INC | 0.31% | New | 68,684 | $10.19M | $148.38 | |
| 33 | LFUS | LITTELFUSE INC | 0.24% | Reduce -77.7% | 17,448 | $7.94M | $455.33 | |
| 34 | ITRN | ITURAN LOCATION AND CONTROL | 0.23% | Reduce -74.9% | 124,028 | $7.57M | $61.01 | |
| 35 | VEEV | VEEVA SYS INC | 0.11% | New | 21,240 | $3.77M | $177.47 | |
| 36 | IWD | ISHARES TR | 0.05% | New | 7,011 | $1.75M | $249.40 | |
| 37 | PK | PARK HOTELS & RESORTS INC | - | Sold | 0 | $0 | No quote | No quote |