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
- +12.13%
- 1-year
- +6.23%
- 3-year
- +59.15%
- 5-year
- +35.16%
- 3-year vs S&P 500
- -13.36%
- 5-year vs S&P 500
- -37.79%
- 5-year top 5
- +100.27%
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 2026-09-19 from SEC 13F data.
Live quotes available for 29 of 54 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | D APPLE INC COM | 5.48% | - | 222,293 | $98.4M | $442.66 | No quote |
| 2 | EG | D EVEREST RE GROUP LTD COM | 4.55% | - | 628,438 | $81.61M | $129.86 | No quote |
| 3 | ORCL | D ORACLE CORPORATION COM | 3.94% | - | 2,185,557 | $70.66M | $32.33 | No quote |
| 4 | BEN | D FRANKLIN RESOURCES INC COM | 3.94% | - | 468,156 | $70.6M | $150.81 | No quote |
| 5 | BK | D BANK OF NEW YORK MELLON CORP COM | 3.90% | - | 2,498,850 | $69.94M | $27.99 | No quote |
| 6 | CME | D CME GROUP INC COM | 3.82% | - | 1,115,432 | $68.5M | $61.41 | No quote |
| 7 | DOV | D DOVER CORP COM | 3.58% | - | 880,806 | $64.19M | $72.88 | No quote |
| 8 | DIS | D DISNEY (WALT) COMPANY COM | 3.40% | - | 1,074,570 | $61.04M | $56.80 | No quote |
| 9 | NDAQ | D NASDAQ STOCK MKT INC COM | 3.32% | - | 1,844,642 | $59.58M | $32.30 | No quote |
| 10 | MA | D MASTERCARD INC COM | 3.09% | - | 102,478 | $55.45M | $541.13 | No quote |
| 11 | IHG | D INTERCONTINENTAL HOTELS GROU COM | 3.04% | - | 1,791,955 | $54.51M | No quote | No quote |
| 12 | CSCO | D CISCO SYSTEMS INC COM | 2.97% | - | 2,550,497 | $53.29M | $20.90 | No quote |
| 13 | PH | D PARKER HANNIFIN CORP COM | 2.97% | - | 581,646 | $53.27M | $91.58 | No quote |
| 14 | DISCK | D DISCOVERY COMMUNICATIONS - C COM | 2.94% | - | 757,606 | $52.68M | No quote | No quote |
| 15 | MSFT | D MICROSOFT CORP COM | 2.85% | - | 1,784,281 | $51.04M | $28.60 | No quote |
| 16 | UTX | D UNITED TECHNOLOGIES COM | 2.64% | - | 506,301 | $47.3M | No quote | No quote |
| 17 | KO | D COCA-COLA CO COM | 2.62% | - | 1,161,368 | $46.97M | $40.44 | No quote |
| 18 | GOOGL | D GOOGLE INC COM | 2.43% | - | 54,991 | $43.67M | $794.18 | No quote |
| 19 | V | D VISA INC COM | 2.40% | - | 253,074 | $42.98M | $169.84 | No quote |
| 20 | CHKP | D CHECK POINT SOFTWARE TECHNOL G COM | 2.25% | - | 858,827 | $40.36M | $46.99 | No quote |
| 21 | VCLK | D VALUECLICK INC COM | 2.20% | - | 1,332,211 | $39.38M | No quote | No quote |
| 22 | CB | D CHUBB CORP COM | 2.17% | - | 445,596 | $39M | $87.53 | No quote |
| 23 | HPY | D HEARTLAND PMT SYS COM | 2.15% | - | 1,168,106 | $38.51M | No quote | No quote |
| 24 | ENH | D ENDURANCE SPECIALTY HOLDINGS COM | 2.11% | - | 790,816 | $37.81M | No quote | No quote |
| 25 | TWX | D TIME WARNER INC COM | 2.09% | - | 651,080 | $37.52M | No quote | No quote |
| 26 | DNB | D DUN & BRADSTREET CORP COM | 2.05% | - | 439,119 | $36.73M | No quote | No quote |
| 27 | UTI | D UNIVERSAL TECHNICAL INSTITUT COM | 1.73% | - | 2,450,509 | $30.95M | $12.63 | No quote |
| 28 | ICON | D ICONIX BRAND GROUP INC COM | 1.65% | - | 1,143,738 | $29.59M | No quote | No quote |
| 29 | JOSB | D JOS A BANK CLOTHIERS INC COM | 1.35% | - | 606,465 | $24.2M | No quote | No quote |
| 30 | NSR | D NEUSTAR INC COM | 1.28% | - | 493,604 | $22.97M | No quote | No quote |
| 31 | NAVG | D NAVIGATORS GROUP INC COM | 1.22% | - | 373,506 | $21.94M | No quote | No quote |
| 32 | EV | D EATON VANCE CORP COM | 1.14% | - | 489,900 | $20.49M | No quote | No quote |
| 33 | KMG | D KMG CHEMICALS I COM | 1.07% | - | 987,815 | $19.2M | No quote | No quote |
| 34 | JNS | D JANUS CAP GROUP INC COM | 0.97% | - | 1,852,709 | $17.42M | No quote | No quote |
| 35 | FICO | D FAIR ISAAC CORP COM | 0.95% | - | 372,388 | $17.01M | $45.69 | No quote |
| 36 | TUP | D TUPPERWARE BRANDS CORPORATIO COM | 0.83% | - | 182,385 | $14.91M | No quote | No quote |
| 37 | ITRN | D ITURAN LOCATION & CONTROL LT COM | 0.82% | - | 940,834 | $14.76M | $15.69 | No quote |
| 38 | CW | D CURTISS-WRIGHT CORP COM | 0.78% | - | 404,402 | $14.03M | $34.70 | No quote |
| 39 | DCI | D DONALDSON CO COM | 0.67% | - | 331,864 | $12.01M | $36.19 | No quote |
| 40 | WLY | D JOHN WILEY & SONS INC COM | 0.60% | - | 274,855 | $10.71M | No quote | No quote |
| 41 | SONC | D SONIC CORP COM | 0.59% | - | 818,959 | $10.55M | No quote | No quote |
| 42 | MSCI | D MSCI INC COM | 0.55% | - | 292,773 | $9.93M | $33.93 | No quote |
| 43 | RVTY | D PERKIN-ELMER INC COM | 0.55% | - | 293,808 | $9.88M | No quote | No quote |
| 44 | LECO | D LINCOLN ELECTRIC HOLDINGS COM | 0.54% | - | 178,989 | $9.7M | No quote | No quote |
| 45 | NDSN | D NORDSON CORP COM | 0.54% | - | 146,126 | $9.64M | $65.95 | No quote |
| 46 | GPN | D GLOBAL PAYMENTS INC COM | 0.54% | - | 193,327 | $9.6M | $49.66 | No quote |
| 47 | UN | D UNILEVER N.V. (ADR) COM | 0.52% | - | 226,771 | $9.3M | No quote | No quote |
| 48 | PRA | D PROASSURANCE CORP COM | 0.52% | - | 196,368 | $9.29M | $47.33 | No quote |
| 49 | JAH | D JARDEN CORPORATION COM | 0.51% | - | 215,078 | $9.22M | No quote | No quote |
| 50 | AIMC | D ALTRA HOLDINGS INC COM | 0.41% | - | 273,164 | $7.44M | No quote | No quote |
| 51 | IILG | D INTERVAL LEISURE GROUP COM | 0.28% | - | 227,014 | $4.94M | No quote | No quote |
| 52 | IEX | D IDEX CORP COM | 0.26% | - | 86,265 | $4.61M | $53.42 | No quote |
| 53 | FHI | D FEDERATED INVESTORS INC COM | 0.22% | - | 164,747 | $3.9M | No quote | No quote |
| 54 | OTEX | D OPENTEXT CORPORATION COM | 0.05% | - | 13,893 | $820K | $59.02 | No quote |