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 33 of 63 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE INC | 5.07% | Add +31.2% | 291,585 | $115.62M | $396.53 | No quote |
| 2 | ORCL | ORACLE CORPORATION | 4.84% | Add +64.5% | 3,595,626 | $110.42M | $30.71 | No quote |
| 3 | EG | EVEREST RE GROUP LTD | 4.68% | Add +32.4% | 831,802 | $106.69M | $128.26 | No quote |
| 4 | NDAQ | NASDAQ STOCK MKT INC | 4.12% | Add +55.2% | 2,862,886 | $93.87M | $32.79 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 3.82% | Add +24.1% | 3,102,213 | $87.02M | $28.05 | No quote |
| 6 | DOV | DOVER CORP | 3.52% | Add +17.3% | 1,033,343 | $80.25M | $77.66 | No quote |
| 7 | CSCO | CISCO SYSTEMS INC | 3.15% | Add +15.9% | 2,955,095 | $71.91M | $24.33 | No quote |
| 8 | MA | MASTERCARD INC | 3.14% | Add +21.7% | 124,722 | $71.65M | $574.50 | No quote |
| 9 | IHG | INTERCONTINENTAL HOTELS GROUP PLC (ADR) | 3.02% | Add +40.0% | 2,509,220 | $68.93M | No quote | No quote |
| 10 | BEN | FRANKLIN RESOURCES INC | 2.98% | Add +6.8% | 500,179 | $68.03M | $136.02 | No quote |
| 11 | QCOM | QUALCOMM INC | 2.94% | New | 1,095,965 | $66.95M | $61.09 | No quote |
| 12 | HOT | STARWOOD HOTELS & RESORTS WORLDWIDE INC | 2.91% | New | 1,051,372 | $66.44M | No quote | No quote |
| 13 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 2.83% | Add +51.0% | 1,297,095 | $64.44M | $49.68 | No quote |
| 14 | DIS | DISNEY (WALT) COMPANY | 2.70% | Reduce -9.2% | 976,287 | $61.65M | $63.15 | No quote |
| 15 | KO | COCA-COLA CO | 2.62% | Add +28.4% | 1,490,955 | $59.8M | $40.11 | No quote |
| 16 | DISCK | DISCOVERY COMMUNICATIONS - C | 2.60% | Add +12.0% | 848,230 | $59.18M | No quote | No quote |
| 17 | UTX | UNITED TECHNOLOGIES | 2.36% | Add +14.3% | 578,632 | $53.78M | No quote | No quote |
| 18 | HPY | HEARTLAND PMT SYS | 2.36% | Add +23.4% | 1,442,029 | $53.72M | No quote | No quote |
| 19 | V | VISA INC | 2.32% | Add +14.2% | 288,952 | $52.81M | $182.75 | No quote |
| 20 | VCLK | VALUECLICK INC | 2.30% | Add +59.3% | 2,122,694 | $52.45M | No quote | No quote |
| 21 | PH | PARKER HANNIFIN CORP | 2.22% | Reduce -8.9% | 529,926 | $50.56M | $95.40 | No quote |
| 22 | CB | CHUBB CORP | 2.18% | Add +32.1% | 588,475 | $49.81M | $84.65 | No quote |
| 23 | ESRX | EXPRESS SCRIPTS HOLDING COMPANY | 1.76% | New | 650,422 | $40.16M | No quote | No quote |
| 24 | ACIW | ACI WORLDWIDE INC | 1.73% | New | 850,955 | $39.55M | $46.48 | No quote |
| 25 | RVTY | PERKIN-ELMER INC | 1.56% | Add +271.8% | 1,092,500 | $35.51M | No quote | No quote |
| 26 | CME | CME GROUP INC | 1.46% | Reduce -60.7% | 438,066 | $33.27M | $75.95 | No quote |
| 27 | CHE | CHEMED CORP | 1.44% | New | 454,370 | $32.91M | No quote | No quote |
| 28 | GOOGL | GOOGLE INC | 1.43% | Reduce -32.7% | 37,012 | $32.58M | $880.36 | No quote |
| 29 | TWX | TIME WARNER INC | 1.42% | Reduce -14.1% | 559,339 | $32.34M | No quote | No quote |
| 30 | ICON | ICONIX BRAND GROUP INC | 1.38% | Reduce -6.6% | 1,068,690 | $31.43M | No quote | No quote |
| 31 | NAVG | NAVIGATORS GROUP INC | 1.29% | Add +38.4% | 516,874 | $29.48M | No quote | No quote |
| 32 | UTI | UNIVERSAL TECHNICAL INSTITUTE INC. | 1.21% | Add +8.6% | 2,660,156 | $27.48M | $10.33 | No quote |
| 33 | LYV | LIVE NATION ENTERTAINMENT INC | 1.20% | New | 1,762,698 | $27.32M | $15.50 | No quote |
| 34 | WLY | JOHN WILEY & SONS INC | 1.19% | Add +147.1% | 679,186 | $27.23M | No quote | No quote |
| 35 | KMG | KMG CHEMICALS I | 1.16% | Add +26.6% | 1,250,606 | $26.39M | No quote | No quote |
| 36 | UN | UNILEVER N.V. (ADR) | 1.07% | Add +173.4% | 620,056 | $24.37M | No quote | No quote |
| 37 | NSR | NEUSTAR INC | 1.04% | Reduce -1.6% | 485,608 | $23.64M | No quote | No quote |
| 38 | GPN | GLOBAL PAYMENTS INC | 1.03% | Add +161.3% | 505,082 | $23.4M | $46.32 | No quote |
| 39 | FICO | FAIR ISAAC CORP | 1.03% | Add +37.0% | 510,281 | $23.39M | $45.83 | No quote |
| 40 | CW | CURTISS-WRIGHT CORP | 0.90% | Add +37.6% | 556,595 | $20.63M | $37.06 | No quote |
| 41 | ITRN | ITURAN LOCATION & CONTROL LTD | 0.90% | Add +29.1% | 1,214,986 | $20.5M | $16.87 | No quote |
| 42 | WWD | WOODWARD INC | 0.88% | New | 501,897 | $20.08M | $40.00 | No quote |
| 43 | TUP | TUPPERWARE BRANDS CORPORATION | 0.86% | Add +38.6% | 252,786 | $19.64M | No quote | No quote |
| 44 | DCI | DONALDSON CO | 0.73% | Add +40.7% | 466,954 | $16.65M | $35.66 | No quote |
| 45 | LECO | LINCOLN ELECTRIC HOLDINGS | 0.59% | Add +30.7% | 233,961 | $13.4M | No quote | No quote |
| 46 | PRA | PROASSURANCE CORP | 0.58% | Add +30.2% | 255,692 | $13.34M | $52.16 | No quote |
| 47 | OTEX | OPENTEXT CORPORATION | 0.58% | Add +1300.3% | 194,538 | $13.32M | $68.47 | No quote |
| 48 | EV | EATON VANCE CORP | 0.57% | Reduce -28.9% | 348,298 | $13.09M | No quote | No quote |
| 49 | MSCI | MSCI INC | 0.55% | Add +28.5% | 376,181 | $12.52M | $33.27 | No quote |
| 50 | MG | MISTRAS GROUP INC | 0.47% | New | 613,475 | $10.79M | $17.58 | No quote |
| 51 | SONC | SONIC CORP | 0.47% | Reduce -9.7% | 739,421 | $10.76M | No quote | No quote |
| 52 | NDSN | NORDSON CORP | 0.29% | Reduce -35.4% | 94,386 | $6.54M | $69.31 | No quote |
| 53 | NEU | NEWMARKET CORPORATION | 0.29% | New | 24,772 | $6.5M | No quote | No quote |
| 54 | IILG | INTERVAL LEISURE GROUP | 0.28% | Add +40.0% | 317,864 | $6.33M | No quote | No quote |
| 63 | MSFT | MICROSOFT CORP | 0.00% | Reduce -100.0% | 1 | $0 | $0.00 | No quote |
| 62 | JOSB | D JOS A BANK CLOTHIERS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 61 | JAH | D JARDEN CORPORATION COM | - | Sold | 0 | $0 | No quote | No quote |
| 60 | JNS | D JANUS CAP GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 59 | IEX | D IDEX CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 58 | FHI | D FEDERATED INVESTORS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 57 | ENH | D ENDURANCE SPECIALTY HOLDINGS COM | - | Sold | 0 | $0 | No quote | No quote |
| 56 | DNB | D DUN & BRADSTREET CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 55 | AIMC | D ALTRA HOLDINGS INC COM | - | Sold | 0 | $0 | No quote | No quote |