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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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

Filing period

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
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
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
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
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
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