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.
Get email alerts when Vulcan Value Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 37 of 59 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.75% | Add +0.3% | 22,708,953 | $1.01B | $44.61 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 5.71% | Add +1.2% | 16,488,429 | $661.02M | $40.09 | No quote |
| 3 | CVS | CVS HEALTH CORP | 5.14% | Add +42.2% | 7,586,549 | $595.55M | $78.50 | No quote |
| 4 | MCK | MCKESSON CORP | 4.35% | Reduce -1.7% | 3,400,880 | $504.21M | $148.26 | No quote |
| 5 | COR | AMERISOURCEBERGEN CORP | 4.07% | Reduce -2.0% | 5,329,275 | $471.64M | No quote | No quote |
| 6 | MA | MASTERCARD INCORPORATED | 3.75% | Add +1.1% | 3,865,633 | $434.77M | $112.47 | No quote |
| 7 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.75% | Reduce -18.5% | 6,475,573 | $434.06M | $67.03 | No quote |
| 8 | V | VISA INC | 3.63% | Reduce -2.2% | 4,731,398 | $420.48M | $88.87 | No quote |
| 9 | DISCK | DISCOVERY COMMUNICATNS NEW | 3.53% | Add +0.3% | 14,453,035 | $409.17M | No quote | No quote |
| 10 | STT | STATE STR CORP | 3.33% | Reduce -0.4% | 4,848,047 | $385.95M | $79.61 | No quote |
| 11 | QRVO | QORVO INC | 3.31% | Reduce -3.8% | 5,584,735 | $382.89M | $68.56 | No quote |
| 12 | EG | EVEREST RE GROUP LTD | 3.15% | Reduce -21.3% | 1,560,031 | $364.75M | $233.81 | No quote |
| 13 | CAH | CARDINAL HEALTH INC | 3.02% | Reduce -1.0% | 4,291,200 | $349.95M | $81.55 | No quote |
| 14 | BA | BOEING CO | 2.51% | Reduce -11.5% | 1,646,573 | $291.21M | $176.86 | No quote |
| 15 | ELV | ANTHEM INC | 2.47% | Reduce -43.3% | 1,730,750 | $286.23M | $165.38 | No quote |
| 16 | BK | BANK NEW YORK MELLON CORP | 2.45% | Add +1.5% | 6,001,339 | $283.44M | $47.23 | No quote |
| 17 | CBRE | CBRE GROUP INC | 2.43% | Add +7.7% | 8,084,900 | $281.27M | $34.79 | No quote |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | 2.19% | Reduce -67.5% | 4,341,075 | $253.78M | $58.46 | No quote |
| 19 | SWKS | SKYWORKS SOLUTIONS INC | 2.01% | Reduce -40.2% | 2,374,361 | $232.64M | $97.98 | No quote |
| 20 | SABR | SABRE CORP | 2.01% | Add +64.5% | 10,962,006 | $232.29M | $21.19 | No quote |
| 21 | AET | AETNA INC NEW | 1.73% | Add +12.4% | 1,568,008 | $200M | No quote | No quote |
| 22 | FOSL | FOSSIL GROUP INC | 1.72% | Add +0.2% | 11,387,845 | $198.72M | $17.45 | No quote |
| 23 | ACIW | ACI WORLDWIDE INC | 1.64% | Reduce -3.1% | 8,871,216 | $189.76M | $21.39 | No quote |
| 24 | MCO | MOODYS CORP | 1.60% | New | 1,653,477 | $185.26M | $112.04 | No quote |
| 25 | PH | PARKER HANNIFIN CORP | 1.55% | Reduce -1.1% | 1,117,459 | $179.15M | $160.32 | No quote |
| 26 | DIS | DISNEY WALT CO | 1.54% | Reduce -27.9% | 1,570,614 | $178.09M | $113.39 | No quote |
| 27 | SCSS | SELECT COMFORT CORP | 1.44% | Add +11.2% | 6,709,618 | $166.33M | No quote | No quote |
| 28 | SPGI | S&P GLOBAL INC | 1.36% | New | 1,207,794 | $157.91M | $130.74 | No quote |
| 29 | NTRS | NORTHERN TR CORP | 1.32% | New | 1,763,224 | $152.66M | $86.58 | No quote |
| 30 | JLL | JONES LANG LASALLE INC | 1.31% | Add +10.1% | 1,359,221 | $151.49M | $111.45 | No quote |
| 31 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.18% | Reduce -3.4% | 2,628,924 | $136.84M | No quote | No quote |
| 32 | IHG | INTERCONTINENTAL HOTELS GROU | 1.18% | Reduce -37.9% | 2,793,207 | $136.67M | No quote | No quote |
| 33 | ITRN | ITURAN LOCATION AND CONTROL | 0.91% | Reduce -0.8% | 3,422,591 | $105.59M | $30.85 | No quote |
| 34 | CSCO | CISCO SYS INC | 0.88% | Reduce -48.4% | 3,029,164 | $102.39M | $33.80 | No quote |
| 35 | VRTS | VIRTUS INVT PARTNERS INC | 0.88% | Reduce -6.4% | 957,627 | $101.41M | No quote | No quote |
| 36 | TWX | TIME WARNER INC | 0.85% | Reduce -32.4% | 1,011,078 | $98.79M | No quote | No quote |
| 37 | UNH | UNITEDHEALTH GROUP INC | 0.84% | Reduce -1.0% | 591,371 | $96.99M | $164.01 | No quote |
| 38 | NAVG | NAVIGATORS GROUP INC | 0.73% | Add +94.8% | 1,564,227 | $84.94M | No quote | No quote |
| 39 | BID | SOTHEBYS | 0.71% | Reduce -9.5% | 1,813,867 | $82.5M | No quote | No quote |
| 40 | LQ | LA QUINTA HLDGS INC | 0.47% | Reduce -29.1% | 4,003,358 | $54.13M | No quote | No quote |
| 41 | FWRD | FORWARD AIR CORP | 0.44% | Add +1.2% | 1,069,114 | $50.86M | No quote | No quote |
| 42 | LNN | LINDSAY CORP | 0.43% | Reduce -2.6% | 566,218 | $49.9M | No quote | No quote |
| 43 | ENS | ENERSYS | 0.40% | Add +5.0% | 588,403 | $46.45M | $78.94 | No quote |
| 44 | SBH | SALLY BEAUTY HLDGS INC | 0.40% | Reduce -3.5% | 2,260,283 | $46.2M | No quote | No quote |
| 45 | ATU | ACTUANT CORP | 0.38% | Add +7.6% | 1,681,857 | $44.32M | No quote | No quote |
| 46 | UTX | UNITED TECHNOLOGIES CORP | 0.34% | New | 354,053 | $39.73M | No quote | No quote |
| 47 | TUP | TUPPERWARE BRANDS CORP | 0.33% | Add +2.4% | 608,517 | $38.17M | No quote | No quote |
| 48 | CHH | CHOICE HOTELS INTL INC | 0.32% | Add +0.6% | 595,005 | $37.25M | $62.60 | No quote |
| 49 | NCI | NAVIGANT CONSULTING INC | 0.30% | Add +5.7% | 1,544,469 | $35.31M | No quote | No quote |
| 50 | CR | CRANE CO | 0.28% | Add +42.0% | 435,672 | $32.6M | $74.83 | No quote |
| 51 | MLKN | MILLER HERMAN INC | 0.28% | Add +7.5% | 1,020,537 | $32.2M | $31.55 | No quote |
| 52 | THR | THERMON GROUP HLDGS INC | 0.26% | Reduce -5.8% | 1,446,815 | $30.15M | $20.84 | No quote |
| 53 | WWD | WOODWARD INC | 0.24% | Add +6.1% | 407,060 | $27.65M | $67.92 | No quote |
| 54 | OUT | OUTFRONT MEDIA INC | 0.16% | Reduce -29.4% | 677,111 | $17.98M | $26.55 | No quote |
| 55 | PK | PARK HOTELS RESORTS INC | 0.04% | New | 194,437 | $4.99M | $25.67 | No quote |
| 59 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 58 | IWD | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BEN | FRANKLIN RES INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | CEBZZZZ | CEB INC | - | Sold | 0 | $0 | No quote | No quote |