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 2026-06-06 from SEC 13F data.
Live quotes available for 38 of 62 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.06% | Reduce -3.8% | 22,334,286 | $877.29M | $39.28 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 6.19% | Reduce -3.7% | 18,348,809 | $674.14M | $36.74 | No quote |
| 3 | BEN | FRANKLIN RES INC | 4.64% | Reduce -1.0% | 14,189,930 | $504.74M | $35.57 | No quote |
| 4 | AXS | AXIS CAPITAL HOLDINGS LTD | 4.17% | Reduce -1.1% | 8,352,394 | $453.79M | $54.33 | No quote |
| 5 | MA | MASTERCARD INCORPORATED | 3.66% | Reduce -2.9% | 3,918,387 | $398.77M | $101.77 | No quote |
| 6 | ELV | ANTHEM INC | 3.64% | Add +22.1% | 3,162,047 | $396.24M | $125.31 | No quote |
| 7 | V | VISA INC | 3.62% | Reduce -4.2% | 4,759,914 | $393.65M | $82.70 | No quote |
| 8 | EG | EVEREST RE GROUP LTD | 3.61% | Add +5.6% | 2,069,418 | $393.13M | $189.97 | No quote |
| 9 | DISCK | DISCOVERY COMMUNICATNS NEW | 3.57% | Reduce -1.0% | 14,789,947 | $389.12M | No quote | No quote |
| 10 | SWKS | SKYWORKS SOLUTIONS INC | 3.51% | New | 5,024,088 | $382.53M | $76.14 | No quote |
| 11 | BA | BOEING CO | 3.49% | Reduce -1.5% | 2,882,869 | $379.79M | $131.74 | No quote |
| 12 | PH | PARKER HANNIFIN CORP | 3.48% | Reduce -35.6% | 3,021,979 | $379.35M | $125.53 | No quote |
| 13 | STT | STATE STR CORP | 3.33% | Reduce -28.9% | 5,205,359 | $362.45M | $69.63 | No quote |
| 14 | BK | BANK NEW YORK MELLON CORP | 3.29% | Reduce -2.7% | 8,990,975 | $358.56M | $39.88 | No quote |
| 15 | FOSL | FOSSIL GROUP INC | 2.93% | Reduce -1.1% | 11,484,322 | $318.92M | $27.77 | No quote |
| 16 | HLT | HILTON WORLDWIDE HLDGS INC | 2.92% | Reduce -21.5% | 13,846,932 | $317.51M | $22.93 | No quote |
| 17 | MCK | MCKESSON CORP | 2.58% | New | 1,685,727 | $281.1M | $166.75 | No quote |
| 18 | QRVO | QORVO INC | 2.46% | New | 4,801,146 | $267.62M | $55.74 | No quote |
| 19 | CSCO | CISCO SYS INC | 1.93% | Reduce -36.0% | 6,619,657 | $209.98M | $31.72 | No quote |
| 20 | DIS | DISNEY WALT CO | 1.89% | Add +3.6% | 2,210,903 | $205.3M | $92.86 | No quote |
| 21 | SABR | SABRE CORP | 1.67% | Add +31.8% | 6,466,467 | $182.23M | $28.18 | No quote |
| 22 | TWX | TIME WARNER INC | 1.64% | Reduce -4.2% | 2,239,947 | $178.32M | No quote | No quote |
| 23 | ACIW | ACI WORLDWIDE INC | 1.61% | Add +3.3% | 9,050,468 | $175.4M | $19.38 | No quote |
| 24 | AET | AETNA INC NEW | 1.56% | Reduce -1.9% | 1,472,246 | $169.97M | No quote | No quote |
| 25 | TROW | PRICE T ROWE GROUP INC | 1.47% | Add +8.1% | 2,414,015 | $160.53M | $66.50 | No quote |
| 26 | UTX | UNITED TECHNOLOGIES CORP | 1.35% | Reduce -2.1% | 1,448,171 | $147.13M | No quote | No quote |
| 27 | QCOM | QUALCOMM INC | 1.34% | Reduce -41.0% | 2,131,675 | $146.02M | $68.50 | No quote |
| 28 | UNH | UNITEDHEALTH GROUP INC | 1.20% | New | 929,431 | $130.12M | $140.00 | No quote |
| 29 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.16% | Add +2.4% | 2,717,371 | $126.6M | No quote | No quote |
| 30 | COR | AMERISOURCEBERGEN CORP | 1.15% | Add +345.0% | 1,548,186 | $125.06M | No quote | No quote |
| 31 | MAR | MARRIOTT INTL INC NEW | 0.95% | Reduce -26.6% | 1,530,363 | $103.04M | $67.33 | No quote |
| 32 | VRTS | VIRTUS INVT PARTNERS INC | 0.92% | Add +7.0% | 1,019,937 | $99.81M | No quote | No quote |
| 33 | ITRN | ITURAN LOCATION AND CONTROL | 0.87% | Reduce -0.4% | 3,563,022 | $94.28M | $26.46 | No quote |
| 34 | LQ | LA QUINTA HLDGS INC | 0.80% | Add +30.8% | 7,776,044 | $86.94M | No quote | No quote |
| 35 | WWD | WOODWARD INC | 0.74% | Reduce -13.3% | 1,297,026 | $81.04M | $62.48 | No quote |
| 36 | NAVG | NAVIGATORS GROUP INC | 0.73% | Reduce -19.1% | 818,691 | $79.35M | No quote | No quote |
| 37 | LNN | LINDSAY CORP | 0.70% | Add +0.8% | 1,026,611 | $75.95M | No quote | No quote |
| 38 | BID | SOTHEBYS | 0.70% | Reduce -8.9% | 1,993,127 | $75.78M | No quote | No quote |
| 39 | SCSS | SELECT COMFORT CORP | 0.67% | Reduce -17.6% | 3,391,376 | $73.25M | No quote | No quote |
| 40 | ENS | ENERSYS | 0.59% | Add +1.0% | 926,320 | $64.09M | $69.19 | No quote |
| 41 | JLL | JONES LANG LASALLE INC | 0.58% | Reduce -0.3% | 552,774 | $62.9M | $113.79 | No quote |
| 42 | TKR | TIMKEN CO | 0.50% | Reduce -0.1% | 1,546,658 | $54.35M | $35.14 | No quote |
| 43 | ATU | ACTUANT CORP | 0.47% | Add +26.4% | 2,184,105 | $50.76M | No quote | No quote |
| 44 | FWRD | FORWARD AIR CORP | 0.41% | Add +0.0% | 1,042,989 | $45.12M | No quote | No quote |
| 45 | EV | EATON VANCE CORP | 0.40% | Reduce -0.3% | 1,102,285 | $43.04M | No quote | No quote |
| 46 | NCI | NAVIGANT CONSULTING INC | 0.35% | Add +0.6% | 1,908,981 | $38.6M | No quote | No quote |
| 47 | TUP | TUPPERWARE BRANDS CORP | 0.35% | Reduce -0.3% | 586,536 | $38.34M | No quote | No quote |
| 48 | THR | THERMON GROUP HLDGS INC | 0.32% | Reduce -9.4% | 1,769,253 | $34.94M | $19.75 | No quote |
| 49 | WCC | WESCO INTL INC | 0.32% | Add +86.1% | 563,787 | $34.67M | $61.49 | No quote |
| 50 | SBH | SALLY BEAUTY HLDGS INC | 0.30% | Add +0.7% | 1,255,278 | $32.24M | No quote | No quote |
| 51 | MSM | MSC INDL DIRECT INC | 0.26% | Reduce -0.2% | 385,666 | $28.31M | $73.41 | No quote |
| 52 | SAFT | SAFETY INS GROUP INC | 0.23% | Reduce -33.0% | 369,797 | $24.86M | No quote | No quote |
| 53 | DCI | DONALDSON INC | 0.22% | Reduce -0.3% | 633,805 | $23.66M | $37.33 | No quote |
| 54 | MLKN | MILLER HERMAN INC | 0.21% | Reduce -0.1% | 814,585 | $23.3M | $28.60 | No quote |
| 55 | CR | CRANE CO | 0.19% | Reduce -54.0% | 330,588 | $20.83M | $63.01 | No quote |
| 56 | CHE | CHEMED CORP NEW | 0.09% | New | 72,008 | $10.16M | No quote | No quote |
| 57 | META | FACEBOOK INC | 0.02% | New | 17,000 | $2.18M | $128.29 | No quote |
| 58 | GOOG | ALPHABET INC | 0.00% | New | 311 | $242K | $778.13 | No quote |
| 62 | NUS | NU SKIN ENTERPRISES INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | DOV | DOVER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 60 | CW | CURTISS WRIGHT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 59 | CHKP | CHECK POINT SOFTWARE TECH LT | - | Sold | 0 | $0 | No quote | No quote |