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 30 of 37 rows. Rows without a quote are marked unavailable.


1	TDG	TransDigm Group Inc	8.10%	Reduce -8.9%	2,024,890	$1.32B	$651.54
2	AMZN	Amazon.com Inc	7.23%	Reduce -7.5%	361,179	$1.18B	$3259.95
3	MA	Mastercard Inc	7.07%	Reduce -18.9%	3,225,519	$1.15B	$357.38
4	CRM	Salesforce Inc	4.97%	Add +0.1%	3,815,394	$810.08M	$212.32
5	UPST	Upstart Holdings Inc	4.85%	Add +49.5%	7,241,207	$789.94M	No quote	No quote
6	CG	Carlyle Group Inc/The	4.84%	Reduce -2.9%	16,121,237	$788.49M	$48.91
7	KKR	KKR & Co Inc	4.77%	Reduce -2.3%	13,285,497	$776.8M	$58.47
8	V	Visa Inc	4.59%	Reduce -20.6%	3,373,017	$748.03M	$221.77
9	GOOG	Alphabet Inc	4.28%	Reduce -7.6%	249,902	$697.97M	$2792.99
10	SWKS	Skyworks Solutions Inc	4.23%	Reduce -5.9%	5,176,990	$689.99M	$133.28
11	MSFT	Microsoft Corp	4.17%	Reduce -7.1%	2,201,508	$678.75M	$308.31
12	QRVO	Qorvo Inc	4.14%	Reduce -3.7%	5,429,719	$673.83M	$124.10
13	AMAT	Applied Materials Inc	3.85%	Reduce -6.5%	4,755,011	$626.71M	$131.80
14	SPLK	Splunk Inc	3.75%	Reduce -11.1%	4,116,216	$611.71M	No quote	No quote
15	APP	AppLovin Corp	3.54%	Add +8.1%	10,488,722	$577.61M	$55.07
16	NVDA	NVIDIA Corp	3.51%	Add +6.4%	2,094,230	$571.43M	$272.86
17	META	Meta Platforms Inc	3.07%	Reduce -3.1%	2,247,374	$499.73M	$222.36
18	HEI/A	HEICO CorpCUSIP 422806208	3.02%	Reduce -9.5%	3,881,273	$492.26M	No quote	No quote
19	CSGP	CoStar Group Inc	2.83%	Reduce -2.2%	6,926,459	$461.37M	$66.61
20	LRCX	Lam Research Corp	2.83%	Reduce -3.7%	857,239	$460.86M	$537.61
21	W	Wayfair Inc	2.67%	Add +6.7%	3,928,113	$435.16M	$110.78
22	CWK	Cushman & Wakefield PLC	1.37%	Reduce -9.4%	10,884,814	$223.25M	$20.51
23	CRNC	Cerence Inc	0.58%	Add +26.6%	2,633,556	$95.07M	No quote	No quote
24	PK	Park Hotels & Resorts Inc	0.57%	Reduce -3.1%	4,726,749	$92.31M	$19.53
25	MEDP	Medpace Holdings Inc	0.56%	Add +141.4%	561,643	$91.88M	$163.59
26	LFUS	Littelfuse Inc	0.55%	Add +36.4%	362,255	$90.35M	$249.41
27	PRCH	Porch Group Inc	0.55%	Add +112.2%	12,871,645	$89.39M	$6.95
28	VRTS	Virtus Investment Partners Inc	0.54%	Add +8.6%	368,251	$88.38M	No quote	No quote
29	SMRT	SmartRent Inc	0.49%	Add +75.7%	15,903,987	$80.47M	$5.06
30	PRG	PROG Holdings Inc	0.49%	Add +34.2%	2,769,804	$79.69M	$28.77
31	ENS	EnerSys	0.49%	Add +2.2%	1,068,441	$79.67M	$74.57
32	ITRN	Ituran Location and Control Lt	0.46%	Add +3.4%	3,246,397	$74.73M	$23.02
33	ABM	ABM Industries Inc	0.37%	Reduce -18.4%	1,321,430	$60.84M	$46.04
34	CIGI	Colliers International Group I	0.34%	Reduce -0.6%	419,739	$54.73M	$130.40
35	MLKN	MillerKnoll Inc	0.33%	Reduce -27.4%	1,571,297	$54.3M	$34.56
37	JLL	JONES LANG LASALLE INC	-	Sold	0	$0	No quote	No quote
36	CW	CURTISS WRIGHT CORP	-	Sold	0	$0	No quote	No quote