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 38 of 74 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 6.82% | Add +19.7% | 18,134,918 | $684.83M | $37.76 | No quote |
| 2 | PH | PARKER HANNIFIN CORP | 6.69% | Add +113.9% | 5,655,557 | $671.77M | $118.78 | No quote |
| 3 | FOSL | FOSSIL GROUP INC | 3.77% | Add +190.6% | 4,587,694 | $378.26M | $82.45 | No quote |
| 4 | BEN | FRANKLIN RES INC | 3.68% | Add +18.4% | 7,205,752 | $369.8M | $51.32 | No quote |
| 5 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.67% | Add +306.4% | 7,136,601 | $368.11M | $51.58 | No quote |
| 6 | NOV | NATIONAL OILWELL VARCO INC | 3.58% | New | 7,200,991 | $359.98M | $49.99 | No quote |
| 7 | EG | EVEREST RE GROUP LTD | 3.27% | Reduce -4.9% | 2,095,897 | $328.79M | $156.87 | No quote |
| 8 | BA | BOEING CO | 3.15% | Add +4.0% | 2,105,518 | $316M | $150.08 | No quote |
| 9 | V | VISA INC | 2.96% | Add +227.4% | 4,537,350 | $296.79M | $65.41 | No quote |
| 10 | MA | MASTERCARD INC | 2.95% | Reduce -15.6% | 3,431,706 | $296.47M | $86.39 | No quote |
| 11 | DOV | DOVER CORP | 2.80% | Add +14.9% | 4,065,646 | $281.02M | $69.12 | No quote |
| 12 | NDAQ | NASDAQ OMX GROUP INC | 2.76% | Add +3.8% | 5,442,673 | $277.25M | $50.94 | No quote |
| 13 | STT | STATE STR CORP | 2.71% | Add +33.9% | 3,706,304 | $272.52M | $73.53 | No quote |
| 14 | MSM | MSC INDL DIRECT INC | 2.68% | Add +126.0% | 3,722,245 | $268.75M | $72.20 | No quote |
| 15 | CB | CHUBB CORP | 2.59% | Add +14.3% | 2,568,070 | $259.63M | $101.10 | No quote |
| 16 | QCOM | QUALCOMM INC | 2.56% | Add +327276.1% | 3,705,897 | $256.97M | $69.34 | No quote |
| 17 | VZ | VERIZON COMMUNICATIONS INC | 2.52% | Add +16.8% | 5,213,533 | $253.54M | $48.63 | No quote |
| 18 | DIS | DISNEY WALT CO | 2.48% | Add +0.8% | 2,372,764 | $248.88M | $104.89 | No quote |
| 19 | BK | BANK NEW YORK MELLON CORP | 2.39% | Add +13.4% | 5,962,334 | $239.93M | $40.24 | No quote |
| 20 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.35% | Reduce -55.2% | 7,989,084 | $235.48M | No quote | No quote |
| 21 | ACIW | ACI WORLDWIDE INC | 2.34% | Add +17.6% | 10,843,099 | $234.86M | $21.66 | No quote |
| 22 | TROW | PRICE T ROWE GROUP INC | 1.97% | Add +16.2% | 2,442,399 | $197.79M | $80.98 | No quote |
| 23 | CHKP | CHECK POINT SOFTWARE TECH LT | 1.61% | Add +6.8% | 1,976,125 | $161.98M | $81.97 | No quote |
| 24 | PCP | PRECISION CASTPARTS CORP | 1.58% | New | 755,768 | $158.71M | No quote | No quote |
| 25 | AET | AETNA INC NEW | 1.52% | Reduce -11.4% | 1,436,563 | $153.04M | No quote | No quote |
| 26 | EV | EATON VANCE CORP | 1.44% | Add +1.4% | 3,461,937 | $144.16M | No quote | No quote |
| 27 | NUS | NU SKIN ENTERPRISES INC | 1.42% | Reduce -48.7% | 2,371,066 | $142.76M | No quote | No quote |
| 28 | CSCO | CISCO SYS INC | 1.08% | Reduce -44.9% | 3,949,574 | $108.71M | $27.52 | No quote |
| 29 | SABR | SABRE CORP | 1.01% | Reduce -71.2% | 4,165,837 | $101.23M | $24.30 | No quote |
| 30 | ENS | ENERSYS | 0.96% | Add +4.5% | 1,503,184 | $96.57M | $64.24 | No quote |
| 31 | MSCI | MSCI INC | 0.92% | Reduce -8.0% | 1,505,896 | $92.33M | $61.31 | No quote |
| 32 | NAVG | NAVIGATORS GROUP INC | 0.89% | Reduce -1.0% | 1,150,665 | $89.57M | No quote | No quote |
| 33 | PRE | PARTNERRE LTD | 0.87% | New | 762,852 | $87.22M | No quote | No quote |
| 34 | HOT | STARWOOD HOTELS&RESORTS WRLD | 0.82% | Reduce -42.6% | 989,433 | $82.62M | No quote | No quote |
| 35 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.82% | New | 1,748,326 | $82.57M | No quote | No quote |
| 36 | EMR | EMERSON ELEC CO | 0.80% | New | 1,414,971 | $80.12M | $56.62 | No quote |
| 37 | ELV | ANTHEM INC | 0.79% | Reduce -57.4% | 515,203 | $79.55M | $154.41 | No quote |
| 38 | SLB | SCHLUMBERGER LTD | 0.77% | New | 930,785 | $77.67M | $83.44 | No quote |
| 39 | AAPL | APPLE INC | 0.77% | Reduce -68.4% | 623,931 | $77.64M | $124.43 | No quote |
| 40 | VRTS | VIRTUS INVT PARTNERS INC | 0.77% | Add +14.4% | 587,679 | $76.85M | No quote | No quote |
| 41 | UN | UNILEVER N V | 0.76% | Reduce -44.3% | 1,819,486 | $75.98M | No quote | No quote |
| 42 | TWX | TIME WARNER INC | 0.74% | Add +7.0% | 884,191 | $74.66M | No quote | No quote |
| 43 | IHG | INTERCONTINENTAL HOTELS GROU | 0.74% | Add +6.5% | 1,895,347 | $74.22M | No quote | No quote |
| 44 | WAT | WATERS CORP | 0.70% | Add +3.1% | 566,263 | $70.4M | $124.32 | No quote |
| 45 | CL | COLGATE PALMOLIVE CO | 0.68% | Reduce -29.7% | 977,566 | $67.79M | $69.34 | No quote |
| 46 | ROVI | ROVI CORP | 0.67% | Add +12.1% | 3,690,443 | $67.2M | No quote | No quote |
| 47 | LNN | LINDSAY CORP | 0.60% | Add +5.2% | 790,582 | $60.28M | No quote | No quote |
| 48 | WWD | WOODWARD INC | 0.58% | Add +98.4% | 1,135,893 | $57.94M | $51.01 | No quote |
| 49 | CW | CURTISS WRIGHT CORP | 0.55% | Reduce -26.4% | 747,832 | $55.3M | $73.94 | No quote |
| 50 | ITRN | ITURAN LOCATION AND CONTROL | 0.53% | Add +2.0% | 2,427,554 | $53.41M | $22.00 | No quote |
| 51 | TUP | TUPPERWARE BRANDS CORP | 0.50% | Add +23.9% | 733,749 | $50.64M | No quote | No quote |
| 52 | NCI | NAVIGANT CONSULTING INC | 0.49% | Add +11.0% | 3,831,025 | $49.65M | No quote | No quote |
| 53 | ATU | ACTUANT CORP | 0.43% | Add +16.5% | 1,808,863 | $42.94M | No quote | No quote |
| 54 | IHS | IHS INC | 0.40% | New | 349,283 | $39.74M | No quote | No quote |
| 55 | FWRD | FORWARD AIR CORP | 0.35% | Reduce -9.9% | 645,651 | $35.06M | No quote | No quote |
| 56 | SAFT | SAFETY INS GROUP INC | 0.34% | Reduce -5.1% | 578,144 | $34.54M | No quote | No quote |
| 57 | OMCL | OMNICELL INC | 0.29% | Reduce -2.4% | 835,405 | $29.32M | No quote | No quote |
| 58 | DCI | DONALDSON INC | 0.29% | Add +23.4% | 762,513 | $28.75M | $37.71 | No quote |
| 59 | KMG | KMG CHEMICALS INC | 0.27% | Reduce -3.1% | 1,001,896 | $26.78M | No quote | No quote |
| 60 | EXPO | EXPONENT INC | 0.20% | Add +0.3% | 224,565 | $19.96M | No quote | No quote |
| 61 | PRA | PROASSURANCE CORP | 0.18% | Add +0.3% | 395,250 | $18.15M | $45.91 | No quote |
| 62 | CHE | CHEMED CORP NEW | 0.18% | Add +0.5% | 147,434 | $17.6M | No quote | No quote |
| 63 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 1,456 | $301K | $206.73 | No quote |
| 74 | UTI | UNIVERSAL TECHNICAL INST INC | - | Sold | 0 | $0 | No quote | No quote |
| 73 | MRH | MONTPELIER RE HOLDINGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 72 | MAR | MARRIOTT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 71 | NSP | INSPERITY INC | - | Sold | 0 | $0 | No quote | No quote |
| 70 | ICON | ICONIX BRAND GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | G | GENPACT LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 68 | ESRX | EXPRESS SCRIPTS HLDG CO | - | Sold | 0 | $0 | No quote | No quote |
| 67 | EBAY | EBAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 66 | KO | COCA COLA CO | - | Sold | 0 | $0 | No quote | No quote |
| 65 | CME | CME GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | AVY | AVERY DENNISON CORP | - | Sold | 0 | $0 | No quote | No quote |