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 35 of 66 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORPORATION | 6.16% | Add +18.1% | 8,512,121 | $348.23M | $40.91 | No quote |
| 2 | AAPL | APPLE INC | 5.04% | Add +15.5% | 530,593 | $284.79M | $536.74 | No quote |
| 3 | EG | EVEREST RE GROUP LTD | 4.72% | Add +25.9% | 1,743,404 | $266.83M | $153.05 | No quote |
| 4 | HOT | STARWOOD HOTELS & RESORTS WORLDWIDE INC | 3.98% | Add +20.3% | 2,826,543 | $224.99M | No quote | No quote |
| 5 | QCOM | QUALCOMM INC | 3.94% | Add +18.1% | 2,823,696 | $222.68M | $78.86 | No quote |
| 6 | BEN | FRANKLIN RESOURCES INC | 3.81% | Add +26.1% | 3,978,744 | $215.57M | $54.18 | No quote |
| 7 | CNVR | CONVERSANT INC | 3.54% | New | 7,105,217 | $200.01M | No quote | No quote |
| 8 | EBAY | EBAY INC | 3.48% | Add +14.1% | 3,561,909 | $196.76M | $55.24 | No quote |
| 9 | NDAQ | NASDAQ STOCK MKT INC | 3.33% | Add +26.7% | 5,092,529 | $188.12M | $36.94 | No quote |
| 10 | MA | MASTERCARD INC | 3.08% | Add +1122.2% | 2,327,808 | $173.89M | $74.70 | No quote |
| 11 | BK | BANK OF NEW YORK MELLON CORP | 2.95% | Reduce -12.6% | 4,721,424 | $166.62M | $35.29 | No quote |
| 12 | CSCO | CISCO SYSTEMS INC | 2.66% | Add +18.8% | 6,702,276 | $150.23M | $22.42 | No quote |
| 13 | DISCK | DISCOVERY COMMUNICATIONS - C | 2.56% | Add +26.6% | 1,880,977 | $144.95M | No quote | No quote |
| 14 | WLP | WELLPOINT INC. | 2.43% | New | 1,377,600 | $137.14M | No quote | No quote |
| 15 | MAR | MARRIOTT INTERNATIONAL INC | 2.38% | Reduce -16.5% | 2,397,851 | $134.33M | $56.02 | No quote |
| 16 | V | VISA INC | 2.36% | Add +19.6% | 617,002 | $133.19M | $215.86 | No quote |
| 17 | CB | CHUBB CORP | 2.35% | Add +37.2% | 1,490,851 | $133.13M | $89.30 | No quote |
| 18 | DIS | DISNEY (WALT) COMPANY | 2.23% | Add +15.5% | 1,577,752 | $126.33M | $80.07 | No quote |
| 19 | DOV | DOVER CORP | 2.18% | Add +21.5% | 1,505,398 | $123.07M | $81.75 | No quote |
| 20 | KO | COCA-COLA CO | 2.17% | Add +13.6% | 3,179,168 | $122.91M | $38.66 | No quote |
| 21 | TWX | TIME WARNER INC | 2.08% | Add +86.9% | 1,798,523 | $117.5M | No quote | No quote |
| 22 | IHG | INTERCONTINENTAL HOTELS GROUP PLC (ADR) | 1.95% | Reduce -25.5% | 3,398,659 | $110.12M | No quote | No quote |
| 23 | UN | UNILEVER N.V. (ADR) | 1.93% | Add +26.2% | 2,654,982 | $109.17M | No quote | No quote |
| 24 | ACIW | ACI WORLDWIDE INC | 1.79% | Add +50.4% | 1,708,511 | $101.13M | $59.19 | No quote |
| 25 | LNN | LINDSAY CORPORATION | 1.71% | Add +15.0% | 1,093,474 | $96.42M | No quote | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS INC. | 1.56% | New | 1,855,374 | $88.26M | $47.57 | No quote |
| 27 | CHE | CHEMED CORP | 1.40% | Reduce -31.9% | 883,347 | $79.02M | No quote | No quote |
| 28 | NAVG | NAVIGATORS GROUP INC | 1.38% | Add +30.0% | 1,269,872 | $77.96M | No quote | No quote |
| 29 | EV | EATON VANCE CORP | 1.29% | Add +67.6% | 1,908,008 | $72.81M | No quote | No quote |
| 30 | NSP | INSPERITY INC. | 1.21% | Add +45.2% | 2,201,752 | $68.21M | $30.98 | No quote |
| 31 | NUS | NU SKIN ENTERPRISES INC. | 1.06% | New | 722,808 | $59.89M | No quote | No quote |
| 32 | CW | CURTISS-WRIGHT CORP | 0.99% | Add +15.5% | 878,133 | $55.8M | $63.54 | No quote |
| 33 | MRH | MONTPELIER RE HOLDINGS LTD | 0.95% | Reduce -9.2% | 1,800,122 | $53.57M | No quote | No quote |
| 34 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 0.95% | Reduce -36.0% | 791,447 | $53.53M | $67.63 | No quote |
| 35 | NSR | NEUSTAR INC | 0.93% | Add +53.1% | 1,617,079 | $52.57M | No quote | No quote |
| 36 | ESRX | EXPRESS SCRIPTS HOLDING COMPANY | 0.92% | Reduce -43.0% | 690,467 | $51.85M | No quote | No quote |
| 37 | PRA | PROASSURANCE CORP | 0.89% | Add +113.3% | 1,132,172 | $50.42M | $44.53 | No quote |
| 38 | HPY | HEARTLAND PMT SYS | 0.89% | Add +32.8% | 1,207,709 | $50.06M | No quote | No quote |
| 39 | ITRN | ITURAN LOCATION & CONTROL LTD | 0.87% | Add +3.9% | 1,978,736 | $49.35M | $24.94 | No quote |
| 40 | TUP | TUPPERWARE BRANDS CORPORATION | 0.85% | Add +29.5% | 573,769 | $48.06M | No quote | No quote |
| 41 | FICO | FAIR ISAAC CORP | 0.82% | Add +2.7% | 833,066 | $46.09M | $55.32 | No quote |
| 42 | UTI | UNIVERSAL TECHNICAL INSTITUTE INC. | 0.78% | Add +7.2% | 3,420,345 | $44.29M | $12.95 | No quote |
| 43 | VRTS | VIRTUS INVESTMENT PARTNERS INC | 0.76% | New | 248,262 | $42.99M | No quote | No quote |
| 44 | KN | KNOWLES CORPORATION | 0.70% | New | 1,260,042 | $39.78M | $31.57 | No quote |
| 45 | PH | PARKER HANNIFIN CORP | 0.61% | Reduce -38.4% | 289,375 | $34.64M | $119.71 | No quote |
| 46 | MSCI | MSCI INC | 0.61% | Add +31.1% | 797,247 | $34.3M | $43.02 | No quote |
| 47 | ENS | ENERSYS | 0.57% | New | 463,479 | $32.11M | $69.29 | No quote |
| 48 | WWD | WOODWARD INC | 0.56% | Reduce -21.1% | 757,569 | $31.46M | $41.53 | No quote |
| 49 | ROVI | ROVI CORPORATION | 0.54% | New | 1,350,846 | $30.77M | No quote | No quote |
| 50 | ICON | ICONIX BRAND GROUP INC | 0.51% | Add +1.9% | 732,877 | $28.78M | No quote | No quote |
| 51 | G | GENPACT LIMITED | 0.49% | New | 1,603,656 | $27.94M | $17.42 | No quote |
| 52 | DCI | DONALDSON CO | 0.46% | Add +35.5% | 610,008 | $25.86M | $42.40 | No quote |
| 53 | SAFT | SAFETY INSURANCE GROUP INC | 0.44% | New | 462,030 | $24.88M | No quote | No quote |
| 54 | KMG | KMG CHEMICALS I | 0.41% | Reduce -0.0% | 1,469,211 | $23.04M | No quote | No quote |
| 55 | ALB | ALBEMARLE CORPORATION | 0.32% | New | 271,480 | $18.03M | $66.42 | No quote |
| 56 | LYV | LIVE NATION ENTERTAINMENT INC | 0.27% | Reduce -76.3% | 704,739 | $15.33M | $21.75 | No quote |
| 57 | NCI | NAVIGANT CONSULTING INC | 0.17% | New | 502,366 | $9.37M | No quote | No quote |
| 58 | FWRD | FORWARD AIR CORP | 0.04% | New | 45,529 | $2.1M | No quote | No quote |
| 59 | OMCL | OMNICELL, INC. | 0.03% | Add +463.4% | 63,917 | $1.83M | No quote | No quote |
| 60 | ECOL | US ECOLOGY INC | 0.02% | Reduce -36.0% | 24,403 | $906K | No quote | No quote |
| 61 | FDS | FACTSET RESEARCH SYSTEMS INC. | 0.00% | New | 403 | $43K | $106.70 | No quote |
| 66 | VCLK | VALUECLICK INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | UTX | UNITED TECHNOLOGIES | - | Sold | 0 | $0 | No quote | No quote |
| 64 | RVTY | PERKIN-ELMER INC | - | Sold | 0 | $0 | No quote | No quote |
| 63 | NEU | NEWMARKET CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 62 | WLY | JOHN WILEY & SONS INC | - | Sold | 0 | $0 | No quote | No quote |