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 37 of 57 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 9.04% | Reduce -0.9% | 21,826,461 | $1.06B | $48.35 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 6.80% | Add +27.4% | 22,209,508 | $793.55M | $35.73 | No quote |
| 3 | CVS | CVS HEALTH CORP | 6.08% | Add +13.6% | 8,736,102 | $710.42M | $81.32 | No quote |
| 4 | MA | MASTERCARD INCORPORATED | 4.69% | Reduce -4.7% | 3,878,629 | $547.66M | $141.20 | No quote |
| 5 | V | VISA INC | 4.61% | Reduce -4.0% | 5,115,625 | $538.37M | $105.24 | No quote |
| 6 | MCK | MCKESSON CORP | 4.35% | Add +1.2% | 3,306,897 | $507.97M | $153.61 | No quote |
| 7 | GOOG | ALPHABET INC | 4.28% | New | 521,201 | $499.89M | $959.11 | No quote |
| 8 | COR | AMERISOURCEBERGEN CORP | 4.12% | Add +10.5% | 5,819,707 | $481.58M | No quote | No quote |
| 9 | QRVO | QORVO INC | 4.08% | Add +71.6% | 6,735,385 | $476.06M | $70.68 | No quote |
| 10 | STT | STATE STR CORP | 3.75% | Reduce -3.6% | 4,582,869 | $437.85M | $95.54 | No quote |
| 11 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.28% | Add +1.1% | 6,692,720 | $383.56M | $57.31 | No quote |
| 12 | SWKS | SKYWORKS SOLUTIONS INC | 2.93% | Add +209.6% | 3,354,221 | $341.8M | $101.90 | No quote |
| 13 | EG | EVEREST RE GROUP LTD | 2.81% | Reduce -4.2% | 1,435,361 | $327.82M | $228.39 | No quote |
| 14 | BK | BANK NEW YORK MELLON CORP | 2.68% | Reduce -1.1% | 5,897,318 | $312.68M | $53.02 | No quote |
| 15 | CAH | CARDINAL HEALTH INC | 2.65% | Add +6.1% | 4,624,616 | $309.48M | $66.92 | No quote |
| 16 | CBRE | CBRE GROUP INC | 2.54% | Reduce -1.1% | 7,835,567 | $296.81M | $37.88 | No quote |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | 2.36% | Reduce -6.1% | 3,970,356 | $275.74M | $69.45 | No quote |
| 18 | ORLY | O REILLY AUTOMOTIVE INC NEW | 2.35% | New | 1,276,578 | $274.94M | $215.37 | No quote |
| 19 | SABR | SABRE CORP | 2.26% | Add +33.5% | 14,578,427 | $263.87M | $18.10 | No quote |
| 20 | MCO | MOODYS CORP | 1.78% | Reduce -8.4% | 1,494,378 | $208.03M | $139.21 | No quote |
| 21 | NTRS | NORTHERN TR CORP | 1.75% | Add +27.4% | 2,223,913 | $204.44M | $91.93 | No quote |
| 22 | AET | AETNA INC NEW | 1.57% | Reduce -24.6% | 1,151,223 | $183.06M | No quote | No quote |
| 23 | PH | PARKER HANNIFIN CORP | 1.54% | Reduce -5.9% | 1,024,751 | $179.35M | $175.02 | No quote |
| 24 | SPGI | S&P GLOBAL INC | 1.50% | Reduce -5.8% | 1,120,886 | $175.21M | $156.31 | No quote |
| 25 | JLL | JONES LANG LASALLE INC | 1.42% | Reduce -10.3% | 1,342,390 | $165.79M | $123.50 | No quote |
| 26 | ELV | ANTHEM INC | 1.42% | Reduce -48.4% | 872,391 | $165.65M | $189.88 | No quote |
| 27 | ACIW | ACI WORLDWIDE INC | 1.40% | Reduce -4.1% | 7,167,201 | $163.27M | $22.78 | No quote |
| 28 | IHG | INTERCONTINENTAL HOTELS GROU | 1.29% | Reduce -0.6% | 2,857,034 | $151.11M | No quote | No quote |
| 29 | SCSS | SELECT COMFORT CORP | 1.12% | Add +17.7% | 4,227,174 | $131.25M | No quote | No quote |
| 30 | UTX | UNITED TECHNOLOGIES CORP | 0.90% | Add +61.5% | 910,077 | $105.64M | No quote | No quote |
| 31 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.85% | Reduce -6.3% | 2,460,425 | $99.4M | No quote | No quote |
| 32 | ITRN | ITURAN LOCATION AND CONTROL | 0.78% | Reduce -26.4% | 2,513,628 | $90.62M | $36.05 | No quote |
| 33 | WCC | WESCO INTL INC | 0.62% | Add +61.9% | 1,251,262 | $72.89M | $58.25 | No quote |
| 34 | BID | SOTHEBYS | 0.52% | Reduce -15.5% | 1,311,039 | $60.45M | No quote | No quote |
| 35 | MSM | MSC INDL DIRECT INC | 0.51% | New | 789,375 | $59.65M | $75.57 | No quote |
| 36 | NAVG | NAVIGATORS GROUP INC | 0.47% | Reduce -33.6% | 949,155 | $55.38M | No quote | No quote |
| 37 | CACC | CREDIT ACCEP CORP MICH | 0.47% | Reduce -1.0% | 197,314 | $55.28M | $280.17 | No quote |
| 38 | VRTS | VIRTUS INVT PARTNERS INC | 0.44% | Reduce -41.1% | 439,797 | $51.04M | No quote | No quote |
| 39 | WWD | WOODWARD INC | 0.42% | Reduce -1.1% | 635,427 | $49.32M | $77.61 | No quote |
| 40 | CSL | CARLISLE COS INC | 0.37% | New | 433,793 | $43.51M | $100.29 | No quote |
| 41 | LQ | LA QUINTA HLDGS INC | 0.37% | Reduce -39.0% | 2,443,183 | $42.76M | No quote | No quote |
| 42 | ATU | ACTUANT CORP | 0.36% | Reduce -1.3% | 1,658,650 | $42.46M | No quote | No quote |
| 43 | LNN | LINDSAY CORP | 0.35% | Reduce -20.7% | 448,868 | $41.25M | No quote | No quote |
| 44 | CHH | CHOICE HOTELS INTL INC | 0.33% | Reduce -2.1% | 597,495 | $38.18M | $63.90 | No quote |
| 45 | MLKN | MILLER HERMAN INC | 0.31% | Reduce -1.6% | 1,004,385 | $36.06M | $35.90 | No quote |
| 46 | CR | CRANE CO | 0.30% | Reduce -0.6% | 432,754 | $34.62M | $79.99 | No quote |
| 47 | WPP | WPP PLC NEW | 0.28% | New | 352,268 | $32.69M | No quote | No quote |
| 48 | TUP | TUPPERWARE BRANDS CORP | 0.26% | Reduce -18.8% | 491,112 | $30.36M | No quote | No quote |
| 49 | OUT | OUTFRONT MEDIA INC | 0.23% | Add +78.5% | 1,083,605 | $27.29M | $25.18 | No quote |
| 50 | FWRD | FORWARD AIR CORP | 0.19% | Reduce -63.3% | 389,381 | $22.28M | No quote | No quote |
| 51 | THR | THERMON GROUP HLDGS INC | 0.18% | Reduce -15.8% | 1,174,967 | $21.14M | $17.99 | No quote |
| 52 | IWM | ISHARES TR | 0.01% | New | 11,300 | $1.67M | $148.14 | No quote |
| 57 | UNH | UNITEDHEALTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | TWX | TIME WARNER INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | NCI | NAVIGANT CONSULTING INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | DISCK | DISCOVERY COMMUNICATNS NEW | - | Sold | 0 | $0 | No quote | No quote |
| 53 | BA | BOEING CO | - | Sold | 0 | $0 | No quote | No quote |