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 44 of 59 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.53% | Add +3.8% | 25,019,520 | $1.1B | $44.06 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 6.81% | Reduce -6.3% | 20,274,296 | $879.9M | $43.40 | No quote |
| 3 | SWKS | SKYWORKS SOLUTIONS INC | 4.92% | Add +21.8% | 6,581,779 | $636.13M | $96.65 | No quote |
| 4 | QRVO | QORVO INC | 4.84% | Add +16.2% | 7,798,102 | $625.17M | $80.17 | No quote |
| 5 | CVS | CVS HEALTH CORP | 4.74% | Add +2.3% | 9,522,744 | $612.79M | $64.35 | No quote |
| 6 | MA | MASTERCARD INCORPORATED | 4.34% | Reduce -10.2% | 2,853,374 | $560.75M | $196.52 | No quote |
| 7 | GOOG | ALPHABET INC | 4.14% | Reduce -1.7% | 479,172 | $534.59M | $1115.65 | No quote |
| 8 | V | VISA INC | 3.90% | Reduce -14.5% | 3,802,012 | $503.58M | $132.45 | No quote |
| 9 | MCK | MCKESSON CORP | 3.89% | Add +7.8% | 3,768,099 | $502.66M | $133.40 | No quote |
| 10 | PH | PARKER HANNIFIN CORP | 3.83% | Add +97.5% | 3,178,193 | $495.32M | $155.85 | No quote |
| 11 | STT | STATE STR CORP | 3.57% | Add +4.3% | 4,952,036 | $460.99M | $93.09 | No quote |
| 12 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.35% | Reduce -3.0% | 7,781,689 | $432.82M | $55.62 | No quote |
| 13 | COR | AMERISOURCEBERGEN CORP | 3.29% | Add +1.7% | 4,988,485 | $425.37M | No quote | No quote |
| 14 | BK | BANK NEW YORK MELLON CORP | 3.28% | Add +13.2% | 7,871,202 | $424.49M | $53.93 | No quote |
| 15 | EG | EVEREST RE GROUP LTD | 3.26% | Add +24.8% | 1,830,722 | $421.95M | $230.48 | No quote |
| 16 | AET | AETNA INC NEW | 3.04% | Reduce -3.5% | 2,142,029 | $393.06M | No quote | No quote |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | 3.01% | Add +3.3% | 4,914,914 | $389.07M | $79.16 | No quote |
| 18 | KKR | KKR & CO L P DEL | 3.01% | New | 15,643,574 | $388.74M | $24.85 | No quote |
| 19 | UPS | UNITED PARCEL SERVICE INC | 2.38% | New | 2,899,895 | $308.06M | $106.23 | No quote |
| 20 | META | FACEBOOK INC | 2.05% | Add +95.6% | 1,365,749 | $265.39M | $194.32 | No quote |
| 21 | NTRS | NORTHERN TR CORP | 2.01% | Add +56.6% | 2,522,199 | $259.51M | $102.89 | No quote |
| 22 | SPGI | S&P GLOBAL INC | 1.80% | Reduce -3.4% | 1,139,734 | $232.38M | $203.89 | No quote |
| 23 | AVGO | BROADCOM INC | 1.74% | New | 927,394 | $225.02M | $242.64 | No quote |
| 24 | TER | TERADYNE INC | 1.24% | New | 4,215,694 | $160.49M | $38.07 | No quote |
| 25 | ELV | ANTHEM INC | 1.17% | Reduce -51.2% | 636,193 | $151.43M | $238.03 | No quote |
| 26 | SNBR | SLEEP NUMBER CORP | 1.12% | Add +56.6% | 4,974,464 | $144.36M | No quote | No quote |
| 27 | ACIW | ACI WORLDWIDE INC | 1.08% | Reduce -6.7% | 5,636,815 | $139.06M | $24.67 | No quote |
| 28 | JLL | JONES LANG LASALLE INC | 1.02% | Reduce -30.9% | 792,002 | $131.46M | $165.99 | No quote |
| 29 | AYI | ACUITY BRANDS INC | 0.80% | Add +94.8% | 888,340 | $102.93M | $115.87 | No quote |
| 30 | SABR | SABRE CORP | 0.65% | Reduce -64.0% | 3,431,149 | $84.54M | $24.64 | No quote |
| 31 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.65% | Reduce -55.8% | 2,049,823 | $83.43M | No quote | No quote |
| 32 | ITRN | ITURAN LOCATION AND CONTROL | 0.63% | Add +27.7% | 2,702,061 | $82.01M | $30.35 | No quote |
| 33 | VRTS | VIRTUS INVT PARTNERS INC | 0.54% | Add +106.9% | 533,272 | $69.48M | No quote | No quote |
| 34 | TPX | TEMPUR SEALY INTL INC | 0.50% | Add +128.6% | 1,348,756 | $64.81M | No quote | No quote |
| 35 | WCC | WESCO INTL INC | 0.43% | Add +53.6% | 978,838 | $55.89M | $57.10 | No quote |
| 36 | DESP | DESPEGAR COM CORP | 0.43% | Add +70.8% | 2,635,944 | $55.28M | No quote | No quote |
| 37 | MCO | MOODYS CORP | 0.41% | Reduce -71.3% | 309,137 | $52.73M | $170.56 | No quote |
| 38 | NAVG | NAVIGATORS GROUP INC | 0.39% | Reduce -44.2% | 884,642 | $50.43M | No quote | No quote |
| 39 | CSL | CARLISLE COS INC | 0.38% | Reduce -1.2% | 453,169 | $49.08M | $108.31 | No quote |
| 40 | MSM | MSC INDL DIRECT INC | 0.38% | Reduce -2.9% | 577,630 | $49.01M | $84.85 | No quote |
| 41 | WWD | WOODWARD INC | 0.33% | Reduce -3.2% | 557,028 | $42.81M | $76.86 | No quote |
| 42 | TUP | TUPPERWARE BRANDS CORP | 0.32% | Add +110.9% | 991,383 | $40.89M | No quote | No quote |
| 43 | MLKN | MILLER HERMAN INC | 0.31% | Add +28.2% | 1,174,053 | $39.8M | $33.90 | No quote |
| 44 | BID | SOTHEBYS | 0.30% | Reduce -45.8% | 716,378 | $38.93M | No quote | No quote |
| 45 | CACC | CREDIT ACCEP CORP MICH | 0.24% | Reduce -21.4% | 87,862 | $31.05M | $353.40 | No quote |
| 46 | CR | CRANE CO | 0.21% | Add +19.1% | 344,146 | $27.58M | $80.13 | No quote |
| 47 | OUT | OUTFRONT MEDIA INC | 0.19% | Reduce -47.2% | 1,231,447 | $23.95M | $19.45 | No quote |
| 48 | FWRD | FORWARD AIR CORP | 0.16% | Reduce -1.7% | 352,853 | $20.85M | No quote | No quote |
| 49 | VSM | VERSUM MATLS INC | 0.16% | New | 558,867 | $20.76M | No quote | No quote |
| 50 | DCI | DONALDSON INC | 0.15% | New | 421,298 | $19.01M | $45.12 | No quote |
| 51 | ATU | ACTUANT CORP | 0.09% | Reduce -51.5% | 381,441 | $11.2M | No quote | No quote |
| 52 | LSTR | LANDSTAR SYS INC | 0.03% | New | 36,708 | $4.01M | $109.21 | No quote |
| 53 | AZO | AUTOZONE INC | 0.00% | Reduce -100.0% | 149 | $100K | $671.14 | No quote |
| 54 | ORLY | O REILLY AUTOMOTIVE INC NEW | 0.00% | Reduce -100.0% | 278 | $76K | $273.38 | No quote |
| 55 | CAH | CARDINAL HEALTH INC | 0.00% | Reduce -100.0% | 1,087 | $53K | $48.76 | No quote |
| 56 | CBRE | CBRE GROUP INC | 0.00% | Reduce -100.0% | 165 | $8K | $48.48 | No quote |
| 57 | AXTA | AXALTA COATING SYS LTD | 0.00% | Reduce -100.0% | 55 | $2K | $36.36 | No quote |
| 59 | UTX | UNITED TECHNOLOGIES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 58 | LNN | LINDSAY CORP | - | Sold | 0 | $0 | No quote | No quote |