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 41 of 59 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.91% | Add +5.4% | 23,002,309 | $1.09B | $47.28 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 6.38% | Reduce -2.6% | 21,640,475 | $779.49M | $36.02 | No quote |
| 3 | COR | AMERISOURCEBERGEN CORP | 5.66% | Add +29.4% | 7,530,523 | $691.45M | No quote | No quote |
| 4 | CVS | CVS HEALTH CORP | 5.25% | Add +1.2% | 8,839,878 | $640.89M | $72.50 | No quote |
| 5 | MCK | MCKESSON CORP | 4.61% | Add +9.2% | 3,612,389 | $563.35M | $155.95 | No quote |
| 6 | V | VISA INC | 4.46% | Reduce -6.7% | 4,773,544 | $544.28M | $114.02 | No quote |
| 7 | GOOG | ALPHABET INC | 4.36% | Reduce -2.4% | 508,961 | $532.58M | $1046.40 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 4.31% | Reduce -10.3% | 3,478,612 | $526.52M | $151.36 | No quote |
| 9 | QRVO | QORVO INC | 3.58% | Reduce -2.6% | 6,562,958 | $437.09M | $66.60 | No quote |
| 10 | STT | STATE STR CORP | 3.51% | Reduce -4.3% | 4,385,126 | $428.03M | $97.61 | No quote |
| 11 | SWKS | SKYWORKS SOLUTIONS INC | 3.29% | Add +26.1% | 4,230,322 | $401.67M | $94.95 | No quote |
| 12 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.15% | Add +14.3% | 7,646,245 | $384.3M | $50.26 | No quote |
| 13 | EG | EVEREST RE GROUP LTD | 2.62% | Add +0.6% | 1,443,878 | $319.47M | $221.26 | No quote |
| 14 | BK | BANK NEW YORK MELLON CORP | 2.61% | Add +0.3% | 5,917,561 | $318.72M | $53.86 | No quote |
| 15 | ELV | ANTHEM INC | 2.45% | Add +52.1% | 1,327,283 | $298.65M | $225.01 | No quote |
| 16 | CAH | CARDINAL HEALTH INC | 2.40% | Add +3.5% | 4,786,270 | $293.26M | $61.27 | No quote |
| 17 | AZO | AUTOZONE INC | 2.38% | New | 409,252 | $291.13M | $711.37 | No quote |
| 18 | SABR | SABRE CORP | 2.17% | Reduce -11.5% | 12,895,956 | $264.37M | $20.50 | No quote |
| 19 | ORLY | O REILLY AUTOMOTIVE INC NEW | 2.14% | Reduce -14.9% | 1,086,530 | $261.35M | $240.54 | No quote |
| 20 | HLT | HILTON WORLDWIDE HLDGS INC | 1.73% | Reduce -33.5% | 2,638,607 | $210.72M | $79.86 | No quote |
| 21 | AET | AETNA INC NEW | 1.50% | Reduce -11.8% | 1,014,937 | $183.08M | No quote | No quote |
| 22 | CBRE | CBRE GROUP INC | 1.50% | Reduce -46.1% | 4,225,216 | $182.99M | $43.31 | No quote |
| 23 | JLL | JONES LANG LASALLE INC | 1.49% | Reduce -9.1% | 1,219,963 | $181.69M | $148.93 | No quote |
| 24 | MCO | MOODYS CORP | 1.40% | Reduce -22.8% | 1,154,442 | $170.41M | $147.61 | No quote |
| 25 | NTRS | NORTHERN TR CORP | 1.35% | Reduce -25.6% | 1,655,113 | $165.33M | $99.89 | No quote |
| 26 | PH | PARKER HANNIFIN CORP | 1.35% | Reduce -19.6% | 824,390 | $164.53M | $199.58 | No quote |
| 27 | PCLN | PRICELINE GRP INC | 1.33% | New | 93,392 | $162.29M | No quote | No quote |
| 28 | SPGI | S&P GLOBAL INC | 1.30% | Reduce -16.4% | 937,149 | $158.75M | $169.40 | No quote |
| 29 | SNBR | SLEEP NUMBER CORP | 1.28% | New | 4,168,618 | $156.7M | No quote | No quote |
| 30 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.23% | New | 3,708,290 | $150.11M | $40.48 | No quote |
| 31 | ACIW | ACI WORLDWIDE INC | 1.19% | Reduce -10.7% | 6,398,210 | $145.05M | $22.67 | No quote |
| 32 | IHG | INTERCONTINENTAL HOTELS GROU | 1.10% | Reduce -25.9% | 2,116,479 | $134.42M | No quote | No quote |
| 33 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.97% | Add +18.4% | 2,912,637 | $118.25M | No quote | No quote |
| 34 | UTX | UNITED TECHNOLOGIES CORP | 0.90% | Reduce -5.3% | 862,037 | $109.97M | No quote | No quote |
| 35 | ITRN | ITURAN LOCATION AND CONTROL | 0.64% | Reduce -9.4% | 2,276,196 | $77.85M | $34.20 | No quote |
| 36 | BID | SOTHEBYS | 0.54% | Reduce -3.3% | 1,268,329 | $65.45M | No quote | No quote |
| 37 | MSM | MSC INDL DIRECT INC | 0.52% | Reduce -17.5% | 651,167 | $62.94M | $96.66 | No quote |
| 38 | NAVG | NAVIGATORS GROUP INC | 0.45% | Add +19.7% | 1,136,007 | $55.32M | No quote | No quote |
| 39 | CACC | CREDIT ACCEP CORP MICH | 0.45% | Reduce -14.9% | 167,963 | $54.33M | $323.48 | No quote |
| 40 | CSL | CARLISLE COS INC | 0.35% | Reduce -13.8% | 374,160 | $42.52M | $113.65 | No quote |
| 41 | MLKN | MILLER HERMAN INC | 0.30% | Reduce -7.5% | 929,043 | $37.21M | $40.05 | No quote |
| 42 | AXTA | AXALTA COATING SYS LTD | 0.30% | New | 1,123,215 | $36.35M | $32.36 | No quote |
| 43 | CR | CRANE CO | 0.28% | Reduce -12.8% | 377,506 | $33.68M | $89.22 | No quote |
| 44 | WCC | WESCO INTL INC | 0.27% | Reduce -61.6% | 479,860 | $32.7M | $68.15 | No quote |
| 45 | AYI | ACUITY BRANDS INC | 0.25% | New | 173,040 | $30.46M | $176.00 | No quote |
| 46 | VRTS | VIRTUS INVT PARTNERS INC | 0.25% | Reduce -40.6% | 261,416 | $30.08M | No quote | No quote |
| 47 | LNN | LINDSAY CORP | 0.24% | Reduce -24.9% | 337,025 | $29.73M | No quote | No quote |
| 48 | TUP | TUPPERWARE BRANDS CORP | 0.24% | Reduce -4.3% | 470,078 | $29.47M | No quote | No quote |
| 49 | WPP | WPP PLC NEW | 0.22% | Reduce -14.2% | 302,410 | $27.39M | No quote | No quote |
| 50 | FWRD | FORWARD AIR CORP | 0.17% | Reduce -5.8% | 366,959 | $21.08M | No quote | No quote |
| 51 | OUT | OUTFRONT MEDIA INC | 0.17% | Reduce -17.8% | 890,818 | $20.67M | $23.20 | No quote |
| 52 | ATU | ACTUANT CORP | 0.16% | Reduce -52.5% | 787,207 | $19.92M | No quote | No quote |
| 53 | WWD | WOODWARD INC | 0.16% | Reduce -59.6% | 256,448 | $19.63M | $76.54 | No quote |
| 54 | LQ | LA QUINTA HLDGS INC | 0.11% | Reduce -70.1% | 731,462 | $13.5M | No quote | No quote |
| 55 | CHH | CHOICE HOTELS INTL INC | 0.06% | Reduce -83.6% | 97,927 | $7.6M | $77.60 | No quote |
| 56 | IWM | ISHARES TR | 0.01% | - | 11,300 | $1.72M | $152.48 | No quote |
| 57 | IWD | ISHARES TR | 0.01% | New | 12,903 | $1.6M | $124.31 | No quote |
| 59 | THR | THERMON GROUP HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | SCSS | SELECT COMFORT CORP | - | Sold | 0 | $0 | No quote | No quote |