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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Updated 2026-09-12 from SEC 13F data.
Live quotes available for 41 of 80 rows. Rows without a quote are marked unavailable.
| 1 | DISCK | DISCOVERY COMMUNICATNS NEW | 6.81% | Add +224.4% | 17,828,432 | $601.17M | No quote | No quote |
| 2 | ORCL | ORACLE CORP | 6.64% | Add +27.3% | 15,152,762 | $585.59M | $38.65 | No quote |
| 3 | EG | EVEREST RE GROUP LTD | 4.25% | Add +20.9% | 2,204,790 | $375.48M | $170.30 | No quote |
| 4 | V | VISA INC | 4.12% | Add +5.4% | 1,385,710 | $363.33M | $262.20 | No quote |
| 5 | MA | MASTERCARD INC | 3.97% | Add +8.3% | 4,064,186 | $350.17M | $86.16 | No quote |
| 6 | PH | PARKER HANNIFIN CORP | 3.86% | Add +21.4% | 2,644,517 | $341.01M | $128.95 | No quote |
| 7 | BEN | FRANKLIN RES INC | 3.82% | Add +30.7% | 6,083,608 | $336.85M | $55.37 | No quote |
| 8 | SABR | SABRE CORP | 3.32% | Add +21.1% | 14,447,669 | $292.85M | $20.27 | No quote |
| 9 | BA | BOEING CO | 2.98% | Add +42.6% | 2,024,200 | $263.11M | $129.98 | No quote |
| 10 | DOV | DOVER CORP | 2.88% | Add +323.1% | 3,538,425 | $253.78M | $71.72 | No quote |
| 11 | NDAQ | NASDAQ OMX GROUP INC | 2.85% | Reduce -6.2% | 5,243,260 | $251.47M | $47.96 | No quote |
| 12 | CB | CHUBB CORP | 2.64% | Add +23.9% | 2,247,669 | $232.57M | $103.47 | No quote |
| 13 | DIS | DISNEY WALT CO | 2.51% | Add +27.6% | 2,353,239 | $221.65M | $94.19 | No quote |
| 14 | AAPL | APPLE INC | 2.47% | Add +15.4% | 1,975,745 | $218.08M | $110.38 | No quote |
| 15 | STT | STATE STR CORP | 2.46% | Add +28.4% | 2,767,878 | $217.28M | $78.50 | No quote |
| 16 | BK | BANK NEW YORK MELLON CORP | 2.42% | Add +9.3% | 5,255,497 | $213.22M | $40.57 | No quote |
| 17 | VZ | VERIZON COMMUNICATIONS INC | 2.37% | Add +32.4% | 4,463,595 | $208.81M | $46.78 | No quote |
| 18 | NUS | NU SKIN ENTERPRISES INC | 2.29% | Add +39.6% | 4,619,975 | $201.89M | No quote | No quote |
| 19 | CSCO | CISCO SYS INC | 2.26% | Add +23.3% | 7,170,456 | $199.45M | $27.82 | No quote |
| 20 | ACIW | ACI WORLDWIDE INC | 2.11% | Add +51.8% | 9,223,344 | $186.04M | $20.17 | No quote |
| 21 | TROW | PRICE T ROWE GROUP INC | 2.04% | New | 2,101,836 | $180.46M | $85.86 | No quote |
| 22 | FOSL | FOSSIL GROUP INC | 1.98% | Add +27.0% | 1,578,844 | $174.84M | $110.74 | No quote |
| 23 | ELV | ANTHEM INC | 1.72% | New | 1,210,332 | $152.1M | $125.67 | No quote |
| 24 | CHKP | CHECK POINT SOFTWARE TECH LT | 1.65% | Add +28.4% | 1,849,660 | $145.33M | $78.57 | No quote |
| 25 | AET | AETNA INC NEW | 1.63% | Add +72.7% | 1,622,363 | $144.11M | No quote | No quote |
| 26 | EV | EATON VANCE CORP | 1.58% | Reduce -4.0% | 3,414,438 | $139.75M | No quote | No quote |
| 27 | HOT | STARWOOD HOTELS&RESORTS WRLD | 1.58% | Reduce -24.2% | 1,723,353 | $139.71M | No quote | No quote |
| 28 | MSM | MSC INDL DIRECT INC | 1.52% | New | 1,646,720 | $133.8M | $81.25 | No quote |
| 29 | UN | UNILEVER N V | 1.45% | Add +33.9% | 3,266,600 | $127.53M | No quote | No quote |
| 30 | CL | COLGATE PALMOLIVE CO | 1.09% | Add +27.4% | 1,390,704 | $96.22M | $69.19 | No quote |
| 31 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.02% | Add +70.8% | 1,756,061 | $89.72M | $51.09 | No quote |
| 32 | ENS | ENERSYS | 1.01% | Add +55.3% | 1,439,202 | $88.83M | $61.72 | No quote |
| 33 | VRTS | VIRTUS INVT PARTNERS INC | 0.99% | Add +288.5% | 513,903 | $87.62M | No quote | No quote |
| 34 | NAVG | NAVIGATORS GROUP INC | 0.97% | Reduce -13.2% | 1,161,804 | $85.21M | No quote | No quote |
| 35 | MSCI | MSCI INC | 0.88% | Add +25.2% | 1,636,721 | $77.65M | $47.44 | No quote |
| 36 | ROVI | ROVI CORP | 0.84% | Add +2.1% | 3,292,928 | $74.39M | No quote | No quote |
| 37 | CW | CURTISS WRIGHT CORP | 0.81% | Add +5.7% | 1,016,787 | $71.78M | $70.59 | No quote |
| 38 | IHG | INTERCONTINENTAL HOTELS GROU | 0.81% | Add +27.2% | 1,779,084 | $71.25M | No quote | No quote |
| 39 | TWX | TIME WARNER INC | 0.80% | Reduce -52.4% | 826,541 | $70.6M | No quote | No quote |
| 40 | LNN | LINDSAY CORP | 0.73% | Reduce -37.0% | 751,415 | $64.43M | No quote | No quote |
| 41 | WAT | WATERS CORP | 0.70% | New | 549,359 | $61.92M | $112.72 | No quote |
| 42 | NSP | INSPERITY INC | 0.64% | Reduce -9.9% | 1,656,084 | $56.13M | $33.89 | No quote |
| 43 | MRH | MONTPELIER RE HOLDINGS LTD | 0.64% | Reduce -6.8% | 1,565,462 | $56.08M | No quote | No quote |
| 44 | NCI | NAVIGANT CONSULTING INC | 0.60% | Add +4.8% | 3,451,679 | $53.05M | No quote | No quote |
| 45 | ITRN | ITURAN LOCATION AND CONTROL | 0.59% | Add +0.5% | 2,379,261 | $52.44M | $22.04 | No quote |
| 46 | ATU | ACTUANT CORP | 0.48% | Add +100.4% | 1,552,791 | $42.3M | No quote | No quote |
| 47 | SAFT | SAFETY INS GROUP INC | 0.44% | Reduce -2.3% | 609,076 | $38.99M | No quote | No quote |
| 48 | TUP | TUPPERWARE BRANDS CORP | 0.42% | Reduce -51.3% | 592,448 | $37.32M | No quote | No quote |
| 49 | G | GENPACT LIMITED | 0.41% | Add +5.1% | 1,913,798 | $36.23M | $18.93 | No quote |
| 50 | FWRD | FORWARD AIR CORP | 0.41% | Reduce -4.6% | 716,479 | $36.09M | No quote | No quote |
| 51 | UTI | UNIVERSAL TECHNICAL INST INC | 0.33% | Reduce -14.3% | 2,960,658 | $29.13M | $9.84 | No quote |
| 52 | OMCL | OMNICELL INC | 0.32% | Reduce -2.5% | 855,868 | $28.35M | No quote | No quote |
| 53 | WWD | WOODWARD INC | 0.32% | Add +51.0% | 572,553 | $28.19M | $49.23 | No quote |
| 54 | DCI | DONALDSON INC | 0.27% | Add +5.1% | 617,988 | $23.87M | $38.63 | No quote |
| 55 | KMG | KMG CHEMICALS INC | 0.23% | Reduce -27.0% | 1,033,704 | $20.67M | No quote | No quote |
| 56 | EXPO | EXPONENT INC | 0.21% | Reduce -38.9% | 223,888 | $18.47M | No quote | No quote |
| 57 | AVY | AVERY DENNISON CORP | 0.21% | Add +4.2% | 353,019 | $18.32M | No quote | No quote |
| 58 | PRA | PROASSURANCE CORP | 0.20% | Reduce -48.6% | 393,923 | $17.79M | $45.15 | No quote |
| 59 | ICON | ICONIX BRAND GROUP INC | 0.20% | New | 510,853 | $17.26M | No quote | No quote |
| 60 | CHE | CHEMED CORP NEW | 0.18% | Reduce -9.6% | 146,709 | $15.5M | No quote | No quote |
| 61 | EBAY | EBAY INC | 0.08% | Reduce -97.6% | 127,561 | $7.16M | $56.12 | No quote |
| 62 | QCOM | QUALCOMM INC | 0.00% | Reduce -99.7% | 1,132 | $84K | $74.20 | No quote |
| 63 | MAR | MARRIOTT INTL INC NEW | 0.00% | Reduce -100.0% | 844 | $66K | $78.20 | No quote |
| 64 | ESRX | EXPRESS SCRIPTS HLDG CO | 0.00% | Reduce -99.9% | 606 | $51K | No quote | No quote |
| 65 | CME | CME GROUP INC | 0.00% | Reduce -99.9% | 358 | $32K | $89.39 | No quote |
| 66 | KO | COCA COLA CO | 0.00% | Reduce -99.7% | 666 | $28K | $42.04 | No quote |
| 80 | WLP | WELLPOINT INC | - | Sold | 0 | $0 | No quote | No quote |
| 79 | VGT | VANGUARD WORLD FDS | - | Sold | 0 | $0 | No quote | No quote |
| 78 | SYMC | SYMANTEC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 77 | RGR | STURM RUGER & CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 76 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 75 | XLF | SELECT SECTOR SPDR TR | - | Sold | 0 | $0 | No quote | No quote |
| 74 | XLE | SELECT SECTOR SPDR TR | - | Sold | 0 | $0 | No quote | No quote |
| 73 | DNOW | NOW INC | - | Sold | 0 | $0 | No quote | No quote |
| 72 | NVS | NOVARTIS A G | - | Sold | 0 | $0 | No quote | No quote |
| 71 | NOV | NATIONAL OILWELL VARCO INC | - | Sold | 0 | $0 | No quote | No quote |
| 70 | LYV | LIVE NATION ENTERTAINMENT IN | - | Sold | 0 | $0 | No quote | No quote |
| 69 | JPM | JPMORGAN CHASE & CO | - | Sold | 0 | $0 | No quote | No quote |
| 68 | FDX | FEDEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 67 | FICO | FAIR ISAAC CORP | - | Sold | 0 | $0 | No quote | No quote |