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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | Add +31.3% | 7.86% | 502,961 | $258.32M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| 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 |
| 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 |
| 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 |
| TPG | TPG INC | Add +18.9% | 2.92% | 2,361,862 | $95.77M | $40.55 | $36.95 - $46.89(36%)$38.95 -> $40.55 |
| 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 |