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: +12.13%
1-year: +6.23%
3-year: +59.15%
5-year: +35.16%
3-year vs S&P 500: -13.36%
5-year vs S&P 500: -37.79%
5-year top 5: +100.27%

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 2026-09-19 from SEC 13F data.

Live quotes available for 39 of 43 rows. Rows without a quote are marked unavailable.


1	MSFT	MICROSOFT CORP	9.96%	Reduce -3.7%	1,141,578	$552M	$483.54
2	EG	EVEREST GROUP LTD	9.24%	Add +6.5%	1,509,740	$512.29M	$339.32
3	CRM	SALESFORCE INC	7.42%	Reduce -0.9%	1,549,871	$411.06M	$265.22
4	AMZN	AMAZON COM INC	7.33%	Reduce -6.4%	1,759,935	$406.17M	$230.79
5	UNH	UNITEDHEALTH GROUP INC	6.45%	Reduce -9.6%	1,083,267	$357.67M	$330.17
6	TDG	TRANSDIGM GROUP INC	5.77%	Reduce -3.6%	240,620	$320.03M	$1330.01
7	CSGP	COSTAR GROUP INC	5.44%	Add +17.1%	4,485,021	$301.53M	$67.23
8	GOOG	ALPHABET INC	5.28%	Reduce -15.3%	931,879	$292.44M	$313.81
9	ARES	ARES MANAGEMENT CORPORATION	4.95%	Add +25.7%	1,696,856	$274.34M	$161.68
10	MA	MASTERCARD INCORPORATED	4.63%	Reduce -3.6%	449,194	$256.41M	$570.82
11	V	VISA INC	4.60%	Reduce -3.2%	727,685	$255.18M	$350.68
12	RYAN	RYAN SPECIALTY HOLDINGS INC	4.30%	Add +631.7%	4,621,079	$238.54M	$51.62
13	ELV	ELEVANCE HEALTH INC	2.44%	Reduce -7.9%	386,214	$135.42M	$350.64
14	KMX	CARMAX INC	2.04%	Add +25.8%	2,928,832	$113.21M	$38.65
15	TPG	TPG INC	1.98%	Reduce -12.1%	1,721,916	$110.02M	$63.90
16	NICE	NICE LTD	1.78%	Add +15.6%	870,733	$98.4M	$113.01
17	FI	FISERV INC	1.74%	Add +79.0%	1,437,643	$96.51M	No quote	No quote
18	QRVO	QORVO INC	1.68%	Reduce -7.8%	1,103,354	$93.29M	$84.55
19	TRU	TRANSUNION	1.64%	New	1,062,584	$91.04M	$85.68
20	SWK	STANLEY BLACK & DECKER INC	1.42%	Reduce -8.8%	1,059,558	$78.78M	$74.35
21	IQV	IQVIA HLDGS INC	1.31%	Reduce -52.5%	323,201	$72.85M	$225.41
22	HEI-A	HEICO CORP NEW	1.14%	Reduce -7.5%	250,065	$63.16M	$252.57
23	JLL	JONES LANG LASALLE INC	0.91%	Reduce -23.8%	150,625	$50.68M	$336.45
24	LFUS	LITTELFUSE INC	0.88%	Reduce -2.4%	192,212	$48.61M	$252.92
25	CCK	CROWN HLDGS INC	0.74%	Reduce -6.9%	400,303	$41.23M	$103.00
26	G	GENPACT LIMITED	0.63%	Reduce -0.5%	746,570	$34.93M	$46.78
27	ABM	ABM INDS INC	0.50%	Reduce -0.8%	658,777	$27.87M	$42.30
28	CIGI	COLLIERS INTL GROUP INC	0.49%	Reduce -0.9%	184,403	$27.13M	$147.14
29	MEDP	MEDPACE HLDGS INC	0.48%	Reduce -76.4%	47,306	$26.58M	$561.87
30	MLKN	MILLERKNOLL INC	0.46%	Add +24.4%	1,389,715	$25.67M	$18.47
31	ITRN	ITURAN LOCATION AND CONTROL	0.42%	Reduce -10.3%	540,059	$23.43M	$43.38
32	FBIN	FORTUNE BRANDS INNOVATIONS I	0.32%	Add +18.2%	353,520	$17.68M	$50.02
33	PRG	PROG HOLDINGS INC	0.32%	Reduce -0.6%	599,125	$17.67M	$29.49
34	SARO	STANDARDAERO INC	0.25%	New	473,415	$13.62M	$28.77
35	PK	PARK HOTELS & RESORTS INC	0.24%	Add +0.1%	1,257,968	$13.47M	$10.71
36	VRTS	VIRTUS INVT PARTNERS INC	0.23%	Reduce -2.5%	77,326	$12.62M	No quote	No quote
37	TKR	TIMKEN CO	0.21%	Reduce -44.3%	138,434	$11.65M	$84.13
38	MIDD	MIDDLEBY CORP	0.19%	Reduce -1.1%	69,825	$10.38M	$148.67
39	SEE	SEALED AIR CORP NEW	0.09%	Reduce -74.4%	118,417	$4.91M	$41.43
40	SPY	SPDR S&P 500 ETF TR	0.07%	Add +1887.8%	6,023	$4.14M	$688.03
41	IWD	ISHARES TR	0.01%	New	2,748	$636K	$231.44
43	SSNC	SS&C TECHNOLOGIES HLDGS INC	-	Sold	0	$0	No quote	No quote
42	SWKS	SKYWORKS SOLUTIONS INC	-	Sold	0	$0	No quote	No quote