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 61 of 107 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORPORATION | 4.62% | Reduce -9.5% | 7,704,677 | $312.27M | $40.53 | No quote |
| 2 | NDAQ | NASDAQ STOCK MKT INC | 4.20% | Add +44.2% | 7,344,784 | $283.66M | $38.62 | No quote |
| 3 | DISCK | DISCOVERY COMMUNICATIONS - C | 4.08% | Add +101.7% | 3,794,575 | $275.45M | No quote | No quote |
| 4 | AAPL | APPLE INC | 3.84% | Add +426.2% | 2,791,979 | $259.46M | $92.93 | No quote |
| 5 | V | VISA INC | 3.71% | Add +92.9% | 1,190,175 | $250.78M | $210.71 | No quote |
| 6 | EBAY | EBAY INC | 3.70% | Add +40.1% | 4,991,303 | $249.87M | $50.06 | No quote |
| 7 | EG | EVEREST RE GROUP LTD | 3.63% | Reduce -12.3% | 1,528,698 | $245.34M | $160.49 | No quote |
| 8 | BEN | FRANKLIN RESOURCES INC | 3.54% | Add +4.0% | 4,136,130 | $239.23M | $57.84 | No quote |
| 9 | HOT | STARWOOD HOTELS & RESORTS WORLDWIDE INC | 3.42% | Add +1.2% | 2,859,190 | $231.08M | No quote | No quote |
| 10 | WLP | WELLPOINT INC. | 3.17% | Add +44.7% | 1,993,097 | $214.48M | No quote | No quote |
| 11 | MA | MASTERCARD INC | 3.12% | Add +23.3% | 2,869,895 | $210.85M | $73.47 | No quote |
| 12 | CNVR | CONVERSANT INC | 2.81% | Add +5.2% | 7,474,765 | $189.86M | No quote | No quote |
| 13 | BK | BANK OF NEW YORK MELLON CORP | 2.69% | Add +2.8% | 4,853,002 | $181.89M | $37.48 | No quote |
| 14 | CSCO | CISCO SYSTEMS INC | 2.68% | Add +8.8% | 7,291,952 | $181.21M | $24.85 | No quote |
| 15 | QCOM | QUALCOMM INC | 2.55% | Reduce -22.8% | 2,179,425 | $172.61M | $79.20 | No quote |
| 16 | DIS | DISNEY (WALT) COMPANY | 2.33% | Add +16.3% | 1,834,197 | $157.26M | $85.74 | No quote |
| 17 | CB | CHUBB CORP | 2.25% | Add +10.6% | 1,649,386 | $152.02M | $92.17 | No quote |
| 18 | VZ | VERIZON COMMUNICATIONS INC. | 2.16% | Add +61.0% | 2,987,522 | $146.18M | $48.93 | No quote |
| 19 | TWX | TIME WARNER INC | 2.15% | Add +15.0% | 2,068,600 | $145.32M | No quote | No quote |
| 20 | IHG | INTERCONTINENTAL HOTELS GROUP PLC (ADR) | 2.05% | Reduce -2.0% | 3,330,897 | $138.27M | No quote | No quote |
| 21 | STT | STATE STREET CORPORATION | 1.95% | New | 1,957,149 | $131.64M | $67.26 | No quote |
| 22 | EV | EATON VANCE CORP | 1.85% | Add +73.4% | 3,307,706 | $125M | No quote | No quote |
| 23 | ACIW | ACI WORLDWIDE INC | 1.71% | Add +21.0% | 2,068,049 | $115.46M | $55.83 | No quote |
| 24 | MAR | MARRIOTT INTERNATIONAL INC | 1.66% | Reduce -26.9% | 1,751,669 | $112.28M | $64.10 | No quote |
| 25 | CME | CME GROUP INC | 1.55% | New | 1,480,225 | $105.02M | $70.95 | No quote |
| 26 | DOV | DOVER CORP | 1.55% | Reduce -23.5% | 1,152,017 | $104.78M | $90.95 | No quote |
| 27 | SABR | SABRE CORPORATION | 1.50% | New | 5,058,124 | $101.42M | $20.05 | No quote |
| 28 | AET | AETNA INC | 1.47% | New | 1,221,425 | $99.03M | No quote | No quote |
| 29 | UN | UNILEVER N.V. (ADR) | 1.30% | Reduce -24.4% | 2,006,108 | $87.79M | No quote | No quote |
| 30 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 1.28% | Add +63.7% | 1,295,395 | $86.83M | $67.03 | No quote |
| 31 | NAVG | NAVIGATORS GROUP INC | 1.28% | Add +1.6% | 1,290,201 | $86.51M | No quote | No quote |
| 32 | NUS | NU SKIN ENTERPRISES INC. | 1.25% | Add +58.5% | 1,145,536 | $84.72M | No quote | No quote |
| 33 | ROVI | ROVI CORPORATION | 1.20% | Add +149.7% | 3,373,343 | $80.83M | No quote | No quote |
| 34 | CHE | CHEMED CORP | 1.05% | Reduce -14.2% | 757,841 | $71.03M | No quote | No quote |
| 35 | NSP | INSPERITY INC. | 0.97% | Reduce -9.8% | 1,985,716 | $65.53M | $33.00 | No quote |
| 36 | LNN | LINDSAY CORPORATION | 0.92% | Reduce -33.0% | 732,884 | $61.91M | No quote | No quote |
| 37 | MRH | MONTPELIER RE HOLDINGS LTD | 0.86% | Add +1.1% | 1,819,075 | $58.12M | No quote | No quote |
| 38 | CW | CURTISS-WRIGHT CORP | 0.86% | Add +0.9% | 885,867 | $58.08M | $65.56 | No quote |
| 39 | ESRX | EXPRESS SCRIPTS HOLDING COMPANY | 0.84% | Add +19.0% | 821,661 | $56.97M | No quote | No quote |
| 40 | FICO | FAIR ISAAC CORP | 0.80% | Add +1.6% | 846,381 | $53.97M | $63.76 | No quote |
| 41 | VRTS | VIRTUS INVESTMENT PARTNERS INC | 0.79% | Add +1.0% | 250,813 | $53.11M | No quote | No quote |
| 42 | ENS | ENERSYS | 0.75% | Add +58.9% | 736,382 | $50.66M | $68.79 | No quote |
| 43 | TUP | TUPPERWARE BRANDS CORPORATION | 0.72% | Add +1.2% | 580,747 | $48.61M | No quote | No quote |
| 44 | ITRN | ITURAN LOCATION & CONTROL LTD | 0.71% | Add +0.1% | 1,980,049 | $48.21M | $24.35 | No quote |
| 45 | LYV | LIVE NATION ENTERTAINMENT INC | 0.65% | Add +152.2% | 1,777,620 | $43.89M | $24.69 | No quote |
| 46 | UTI | UNIVERSAL TECHNICAL INSTITUTE INC. | 0.62% | Add +1.4% | 3,469,530 | $42.12M | $12.14 | No quote |
| 47 | KO | COCA-COLA CO | 0.62% | Reduce -69.0% | 985,128 | $41.73M | $42.36 | No quote |
| 48 | NCI | NAVIGANT CONSULTING INC | 0.61% | Add +373.8% | 2,380,009 | $41.53M | No quote | No quote |
| 49 | PH | PARKER HANNIFIN CORP | 0.60% | Add +11.2% | 321,825 | $40.46M | $125.73 | No quote |
| 50 | FWRD | FORWARD AIR CORP | 0.57% | Add +1663.5% | 802,917 | $38.42M | No quote | No quote |
| 51 | PRA | PROASSURANCE CORP | 0.55% | Reduce -25.8% | 840,012 | $37.3M | $44.40 | No quote |
| 52 | HPY | HEARTLAND PMT SYS | 0.54% | Reduce -26.7% | 885,362 | $36.49M | No quote | No quote |
| 53 | WWD | WOODWARD INC | 0.54% | Reduce -4.1% | 726,264 | $36.44M | $50.18 | No quote |
| 54 | SAFT | SAFETY INSURANCE GROUP INC | 0.46% | Add +31.7% | 608,485 | $31.26M | No quote | No quote |
| 55 | OMCL | OMNICELL, INC. | 0.44% | Add +1532.7% | 1,043,553 | $29.96M | No quote | No quote |
| 56 | G | GENPACT LIMITED | 0.42% | Add +1.3% | 1,624,216 | $28.47M | $17.53 | No quote |
| 57 | KMG | KMG CHEMICALS I | 0.40% | Add +1.6% | 1,492,067 | $26.83M | No quote | No quote |
| 58 | DCI | DONALDSON CO | 0.39% | Add +1.7% | 620,226 | $26.25M | $42.32 | No quote |
| 59 | MSCI | MSCI INC | 0.29% | Reduce -46.9% | 423,523 | $19.42M | $45.85 | No quote |
| 60 | ALB | ALBEMARLE CORPORATION | 0.28% | Reduce -1.1% | 268,352 | $19.19M | $71.50 | No quote |
| 61 | EXPO | EXPONENT INC. | 0.27% | New | 250,191 | $18.54M | No quote | No quote |
| 62 | SCSS | SELECT COMFORT CORPORATION | 0.22% | New | 717,956 | $14.83M | No quote | No quote |
| 63 | NVS | NOVARTIS AG (ADR) | 0.00% | New | 580 | $53K | $91.38 | No quote |
| 65 | PNC | THE PNC FINANCIAL SERVICES GROUP INC. | 0.00% | New | 574 | $51K | $88.85 | No quote |
| 64 | AVA | AVISTA CORPORATION | 0.00% | New | 1,525 | $51K | No quote | No quote |
| 66 | BDX | BECTON DICKINSON AND COMPANY | 0.00% | New | 425 | $50K | $117.65 | No quote |
| 69 | INTC | INTEL CORPORATION | 0.00% | New | 1,570 | $49K | $31.21 | No quote |
| 68 | EMC | EMC CORPORATION | 0.00% | New | 1,855 | $49K | No quote | No quote |
| 67 | ED | CONSOLIDATED EDISON INC | 0.00% | New | 840 | $49K | No quote | No quote |
| 70 | PG | PROCTER & GAMBLE | 0.00% | New | 598 | $47K | $78.60 | No quote |
| 72 | WFC | WELLS FARGO & COMPANY | 0.00% | New | 860 | $45K | $52.33 | No quote |
| 71 | USB | U.S. BANCORP | 0.00% | New | 1,030 | $45K | $43.69 | No quote |
| 74 | T | AT&T INC | 0.00% | New | 1,240 | $44K | $35.48 | No quote |
| 73 | ABBV | ABBVIE INC. | 0.00% | New | 785 | $44K | $56.05 | No quote |
| 75 | SYK | STRYKER CORPORATION | 0.00% | New | 515 | $43K | $83.50 | No quote |
| 77 | KUBTY | KUBOTA CORPORATION (ADR) | 0.00% | New | 590 | $42K | No quote | No quote |
| 76 | F | FORD MOTOR CO. | 0.00% | New | 2,440 | $42K | $17.21 | No quote |
| 79 | POR | PORTLAND GENERAL ELECTRIC COMPANY | 0.00% | New | 1,195 | $41K | No quote | No quote |
| 78 | FFIV | F5 NETWORKS INC | 0.00% | New | 370 | $41K | $110.81 | No quote |
| 80 | BMO | BANK OF MONTREAL | 0.00% | New | 545 | $40K | $73.39 | No quote |
| 82 | INTU | INTUIT INC | 0.00% | New | 480 | $39K | $81.25 | No quote |
| 81 | DE | DEERE & COMPANY | 0.00% | New | 430 | $39K | $90.70 | No quote |
| 84 | HMC | HONDA MOTOR CO LTD | 0.00% | New | 1,035 | $36K | No quote | No quote |
| 83 | CVS | CVS CAREMARK CORPORATION | 0.00% | New | 475 | $36K | $75.79 | No quote |
| 88 | XRX | XEROX CORPORATION | 0.00% | New | 2,750 | $34K | $12.36 | No quote |
| 87 | SYMC | SYMANTEC CORPORATION | 0.00% | New | 1,500 | $34K | No quote | No quote |
| 86 | GIS | GENERAL MILLS, INC. | 0.00% | New | 650 | $34K | $52.31 | No quote |
| 85 | CERN | CERNER CORPORATION | 0.00% | New | 650 | $34K | No quote | No quote |
| 89 | UNFI | UNITED NATURAL FOODS INC | 0.00% | New | 505 | $33K | $65.35 | No quote |
| 90 | ABT | ABBOTT LABS | 0.00% | New | 785 | $32K | $40.76 | No quote |
| 91 | SAPE | SAPIENT CORPORATION | 0.00% | New | 1,930 | $31K | No quote | No quote |
| 92 | KYOCY | KYOCERA CORP (ADR) | 0.00% | New | 555 | $26K | No quote | No quote |
| 95 | NVDA | NVIDIA CORPORATION | 0.00% | New | 1,235 | $23K | $18.62 | No quote |
| 94 | GOOG | GOOGLE INC - CLASS C | 0.00% | New | 40 | $23K | $575.00 | No quote |
| 93 | GOOGL | GOOGLE INC - CLASS A | 0.00% | New | 40 | $23K | $575.00 | No quote |
| 97 | EPIQ | EPIQ SYSTEMS INC | 0.00% | New | 1,320 | $19K | No quote | No quote |
| 96 | AEO | AMERICAN EAGLE OUTFITTERS INC | 0.00% | New | 1,690 | $19K | $11.24 | No quote |
| 98 | CELG | CELGENE CORPORATION | 0.00% | New | 205 | $18K | No quote | No quote |
| 99 | FMI | FOUNDATION MEDICINE INC | 0.00% | New | 600 | $16K | No quote | No quote |
| 100 | ALGN | ALIGN TECHNOLOGY INC | 0.00% | New | 260 | $15K | $57.69 | No quote |
| 101 | TIME | TIME INC | 0.00% | New | 517 | $13K | No quote | No quote |
| 102 | ALLT | ALLOT COMMUNICATIONS LTD | 0.00% | New | 640 | $8K | No quote | No quote |
| 107 | ECOL | US ECOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 106 | NSR | NEUSTAR INC | - | Sold | 0 | $0 | No quote | No quote |
| 105 | KN | KNOWLES CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 104 | ICON | ICONIX BRAND GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 103 | FDS | FACTSET RESEARCH SYSTEMS INC. | - | Sold | 0 | $0 | No quote | No quote |