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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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | Reduce -92.6% | 0.85% | 67,309 | $27.98M | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| AMZN | AMAZON COM INC | Reduce -37.8% | 7.20% | 992,758 | $236.61M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| EG | EVEREST GROUP LTD | Reduce -23.9% | 11.28% | 1,036,906 | $370.41M | $357.23 | $316.80 - $361.27(91%)$323.87 -> $357.02 |
| KMX | CARMAX INC | Reduce -58.6% | 1.47% | 912,638 | $48.27M | $52.89 | $35.17 - $54.50(92%)$40.31 -> $52.89 |
| MA | MASTERCARD INCORPORATED | Add +31.3% | 7.86% | 502,961 | $258.32M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| V | VISA INC | Reduce -27.6% | 4.84% | 463,268 | $158.94M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -47.5% | 1.83% | 155,873 | $60.28M | $386.73 | $292.07 - $426.79(70%)$298.50 -> $386.82 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | Add +20.0% | 9.09% | 7,912,669 | $298.78M | $37.76 | $29.28 - $39.14(86%)$33.03 -> $37.76 |
| GOOG | ALPHABET INC | Reduce -20.3% | 5.80% | 539,472 | $190.61M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| MSFT | MICROSOFT CORP | Reduce -11.0% | 11.21% | 986,905 | $368.14M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| TRU | TRANSUNION | Reduce -15.6% | 5.94% | 2,707,249 | $195.3M | $72.14 | $63.37 - $80.26(52%)$68.79 -> $72.14 |
| EFX | EQUIFAX INC | New | 0.44% | 90,748 | $14.4M | $158.72 | $150.75 - $200.09(16%)$179.66 -> $158.72 |
| BMI | BADGER METER INC | New | 0.31% | 68,684 | $10.19M | $148.38 | $112.09 - $162.44(72%)$154.21 -> $148.49 |
| VEEV | VEEVA SYS INC | New | 0.11% | 21,240 | $3.77M | $177.47 | $148.05 - $191.97(67%)$172.74 -> $177.47 |
| IWD | ISHARES TR | New | 0.05% | 7,011 | $1.75M | $249.40 | $212.66 - $245.71(100%)$214.94 -> $242.43 |
| PK | PARK HOTELS & RESORTS INC | Sold | — | 0 | $0 | — | - |
| MEDP | MEDPACE HLDGS INC | Reduce -30.2% | 2.29% | 141,743 | $75.07M | $529.59 | $373.00 - $540.00(94%)$489.48 -> $529.59 |
| LFUS | LITTELFUSE INC | Reduce -77.7% | 0.24% | 17,448 | $7.94M | $455.33 | $330.47 - $500.57(73%)$345.52 -> $455.33 |
| ARES | ARES MANAGEMENT CORPORATION | Add +12.5% | 6.45% | 1,902,580 | $211.78M | $111.31 | $98.44 - $141.78(30%)$105.80 -> $111.79 |
| ITRN | ITURAN LOCATION AND CONTROL | Reduce -74.9% | 0.23% | 124,028 | $7.57M | $61.01 | $49.01 - $68.30(62%)$50.72 -> $61.01 |
| TDG | TRANSDIGM GROUP INC | Reduce -7.5% | 6.91% | 170,429 | $227.02M | $1332.04 | $1123.61 - $1361.77(88%)$1173.27 -> $1332.04 |
| TPG | TPG INC | Add +18.9% | 2.92% | 2,361,862 | $95.77M | $40.55 | $36.95 - $46.89(36%)$38.95 -> $40.55 |
| PRG | PROG HOLDINGS INC | Reduce -50.4% | 0.40% | 281,066 | $13.1M | $46.61 | $27.24 - $47.60(95%)$28.39 -> $46.61 |
| MLKN | MILLERKNOLL INC | Reduce -36.7% | 0.52% | 838,151 | $17.15M | $20.46 | $13.91 - $20.98(93%)$14.50 -> $20.46 |
| FI | FISERV INC | Reduce -18.3% | 1.33% | 893,965 | $43.85M | — | - |
| NICE | NICE LTD | Reduce -16.4% | 1.32% | 478,421 | $43.46M | $90.85 | $83.10 - $126.50(18%)$110.11 -> $90.85 |
| QRVO | QORVO INC | Reduce -32.5% | 0.51% | 181,315 | $16.91M | $93.27 | $76.17 - $109.49(51%)$77.07 -> $93.27 |
| ABM | ABM INDS INC | Reduce -28.8% | 0.60% | 448,559 | $19.84M | $44.24 | $37.58 - $47.00(71%)$38.70 -> $44.14 |
| SARO | STANDARDAERO INC | Reduce -37.2% | 0.41% | 450,287 | $13.48M | $29.95 | $23.83 - $29.91(100%)$26.25 -> $29.91 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | Reduce -37.5% | 0.36% | 214,798 | $11.79M | $54.90 | $32.34 - $55.07(99%)$38.28 -> $54.91 |
| HEI-A | HEICO CORP NEW | Reduce -13.9% | 1.21% | 153,718 | $39.65M | $257.91 | $199.35 - $260.28(96%)$212.38 -> $257.91 |
| G | GENPACT LIMITED | Reduce -26.6% | 0.44% | 521,587 | $14.34M | $27.50 | $26.85 - $38.42(6%)$37.23 -> $27.51 |
| CRM | SALESFORCE INC | Reduce -16.7% | 0.78% | 164,013 | $25.69M | $156.66 | $147.58 - $211.32(14%)$186.24 -> $156.72 |
| JLL | JONES LANG LASALLE INC | Reduce -12.1% | 0.91% | 96,258 | $29.84M | $309.95 | $276.03 - $359.28(41%)$305.75 -> $309.95 |
| CIGI | COLLIERS INTL GROUP INC | Reduce -17.0% | 0.60% | 211,910 | $19.87M | $93.79 | $88.44 - $124.54(15%)$106.86 -> $93.79 |
| NOW | SERVICENOW INC | Add +7.7% | 1.74% | 574,811 | $57.07M | $99.28 | $81.24 - $139.20(31%)$104.04 -> $99.28 |
| IQV | IQVIA HLDGS INC | Add +4.7% | 1.53% | 259,856 | $50.21M | $193.22 | $154.50 - $194.08(98%)$172.40 -> $193.22 |