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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 33 of 44 rows. Rows without a quote are marked unavailable.


1	TDG	TRANSDIGM GROUP INC	8.00%	Add +7.1%	1,998,494	$1.24B	$618.85
2	MA	MASTERCARD INCORPORATED	7.58%	Add +13.5%	3,285,729	$1.17B	$356.94
3	KKR	KKR & CO INC	6.57%	Reduce -2.7%	25,099,408	$1.02B	$40.49
4	AMZN	AMAZON COM INC	6.22%	Add +5.5%	295,370	$962M	$3256.93
5	CG	CARLYLE GROUP INC	5.17%	Add +3.6%	25,419,289	$799.18M	$31.44
6	QRVO	QORVO INC	4.97%	Reduce -40.9%	4,625,057	$769.01M	$166.27
7	JLL	JONES LANG LASALLE INC	4.74%	Reduce -0.3%	4,944,553	$733.62M	$148.37
8	GOOG	ALPHABET INC	4.63%	Reduce -4.4%	409,114	$716.72M	$1751.88
9	V	VISA INC	4.61%	Add +4.5%	3,258,562	$712.75M	$218.73
10	CRM	SALESFORCE COM INC	4.48%	Add +73.8%	3,114,952	$693.17M	$222.53
11	SWKS	SKYWORKS SOLUTIONS INC	4.41%	Reduce -26.5%	4,465,425	$682.67M	$152.88
12	HLT	HILTON WORLDWIDE HLDGS INC	4.33%	Reduce -2.7%	6,019,568	$669.74M	$111.26
13	MSFT	MICROSOFT CORP	4.28%	Add +2.8%	2,977,233	$662.2M	$222.42
14	ELV	ANTHEM INC	3.77%	Reduce -0.8%	1,817,307	$583.52M	$321.09
15	GE	GENERAL ELECTRIC CO	3.64%	Reduce -20.0%	52,085,281	$562.52M	$10.80
16	META	FACEBOOK INC	3.44%	Add +0.2%	1,946,647	$531.75M	$273.16
17	W	WAYFAIR INC	3.15%	New	2,154,264	$486.45M	$225.81
18	CSGP	COSTAR GROUP INC	2.97%	Add +8.5%	497,311	$459.66M	$924.28
19	SSNC	SS&C TECHNOLOGIES HLDGS INC	2.61%	New	5,558,141	$404.36M	$72.75
20	HEI/A	HEICO CORP NEWCUSIP 422806208	2.46%	Add +52.9%	3,247,935	$380.2M	No quote	No quote
21	CVS	CVS HEALTH CORP	1.43%	Add +5.8%	3,230,345	$220.63M	$68.30
22	CWK	CUSHMAN WAKEFIELD PLC	1.09%	Add +10.7%	11,372,639	$168.66M	$14.83
23	CRNC	CERENCE INC	0.75%	Add +304.5%	1,156,728	$116.23M	No quote	No quote
24	UPST	UPSTART HLDGS INC	0.42%	New	1,591,806	$64.87M	No quote	No quote
25	VRTS	VIRTUS INVT PARTNERS INC	0.41%	Reduce -17.9%	295,601	$64.15M	No quote	No quote
26	PK	PARK HOTELS RESORTS INC	0.39%	Reduce -38.5%	3,484,788	$59.76M	$17.15
27	COHR	COHERENT INC	0.36%	Add +10.5%	373,329	$56.01M	$150.02
28	CIGI	COLLIERS INTL GROUP INC	0.33%	Reduce -0.3%	566,246	$50.47M	$89.13
29	PRG	PROG HOLDINGS INC	0.32%	New	907,382	$48.88M	$53.87
30	ENS	ENERSYS	0.32%	Reduce -20.7%	586,981	$48.76M	$83.06
31	KNL	KNOLL INC	0.31%	Add +34.5%	3,300,736	$48.46M	No quote	No quote
32	ITRN	ITURAN LOCATION AND CONTROL	0.30%	Reduce -2.1%	2,472,410	$47.1M	$19.05
33	ABM	ABM INDS INC	0.30%	Add +45.4%	1,228,098	$46.47M	$37.84
34	CW	CURTISS WRIGHT CORP	0.27%	Add +3.2%	358,775	$41.74M	$116.35
35	LFUS	LITTELFUSE INC	0.26%	Reduce -47.0%	158,650	$40.4M	$254.66
36	AYI	ACUITY BRANDS INC	0.24%	Add +19.4%	310,646	$37.62M	$121.09
37	MLKN	MILLER HERMAN INC	0.23%	Reduce -10.3%	1,073,831	$36.3M	$33.80
38	CSL	CARLISLE COS INC	0.21%	Reduce -0.2%	212,434	$33.18M	$156.18
44	TKR	TIMKEN CO	-	Sold	0	$0	No quote	No quote
43	ORCL	ORACLE CORP	-	Sold	0	$0	No quote	No quote
42	MMI	MARCUS & MILLICHAP INC	-	Sold	0	$0	No quote	No quote
41	CACC	CREDIT ACCEP CORP MICH	-	Sold	0	$0	No quote	No quote
40	CR	CRANE CO	-	Sold	0	$0	No quote	No quote
39	ACIW	ACI WORLDWIDE INC	-	Sold	0	$0	No quote	No quote