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 2026-09-12 from SEC 13F data.
Live quotes available for 48 of 75 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 6.53% | - | 11,908,219 | $458.42M | $38.50 | No quote |
| 2 | EG | EVEREST RE GROUP LTD | 4.27% | - | 1,823,056 | $300.19M | $164.66 | No quote |
| 3 | V | VISA INC | 3.98% | - | 1,314,870 | $279.86M | $212.84 | No quote |
| 4 | EBAY | EBAY INC | 3.97% | - | 5,363,343 | $278.66M | $51.96 | No quote |
| 5 | MA | MASTERCARD INC | 3.95% | - | 3,753,461 | $277.26M | $73.87 | No quote |
| 6 | PH | PARKER HANNIFIN CORP | 3.58% | - | 2,177,836 | $251.72M | $115.58 | No quote |
| 7 | BEN | FRANKLIN RES INC | 3.55% | - | 4,655,416 | $249.53M | $53.60 | No quote |
| 8 | NDAQ | NASDAQ OMX GROUP INC | 3.25% | - | 5,589,838 | $228.59M | $40.89 | No quote |
| 9 | SABR | SABRE CORP | 2.85% | - | 11,927,442 | $200.33M | $16.80 | No quote |
| 10 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.84% | - | 5,496,165 | $199.28M | No quote | No quote |
| 11 | HOT | STARWOOD HOTELS&RESORTS WRLD | 2.60% | - | 2,272,555 | $182.85M | No quote | No quote |
| 12 | BK | BANK NEW YORK MELLON CORP | 2.55% | - | 4,810,215 | $179.41M | $37.30 | No quote |
| 13 | AAPL | APPLE INC | 2.54% | - | 1,711,660 | $178.42M | $104.24 | No quote |
| 14 | BA | BOEING CO | 2.49% | - | 1,419,522 | $174.62M | $123.01 | No quote |
| 15 | CB | CHUBB CORP | 2.46% | - | 1,814,082 | $172.59M | $95.14 | No quote |
| 16 | WLP | WELLPOINT INC | 2.45% | - | 1,434,454 | $172.44M | No quote | No quote |
| 17 | VZ | VERIZON COMMUNICATIONS INC | 2.36% | - | 3,371,413 | $165.71M | $49.15 | No quote |
| 18 | DIS | DISNEY WALT CO | 2.33% | - | 1,844,605 | $163.36M | $88.56 | No quote |
| 19 | NUS | NU SKIN ENTERPRISES INC | 2.30% | - | 3,309,723 | $161.75M | No quote | No quote |
| 20 | STT | STATE STR CORP | 2.20% | - | 2,154,814 | $154.82M | $71.85 | No quote |
| 21 | CSCO | CISCO SYS INC | 1.99% | - | 5,817,898 | $139.81M | $24.03 | No quote |
| 22 | TWX | TIME WARNER INC | 1.93% | - | 1,735,709 | $135.75M | No quote | No quote |
| 23 | EV | EATON VANCE CORP | 1.84% | - | 3,555,225 | $129.06M | No quote | No quote |
| 24 | FOSL | FOSSIL GROUP INC | 1.75% | - | 1,243,552 | $123.22M | $99.08 | No quote |
| 25 | ACIW | ACI WORLDWIDE INC | 1.59% | - | 6,074,657 | $111.71M | $18.39 | No quote |
| 26 | MAR | MARRIOTT INTL INC NEW | 1.53% | - | 1,554,792 | $107.74M | $69.30 | No quote |
| 27 | CHKP | CHECK POINT SOFTWARE TECH LT | 1.47% | - | 1,440,245 | $103.23M | $71.68 | No quote |
| 28 | LNN | LINDSAY CORP | 1.41% | - | 1,192,288 | $99.07M | No quote | No quote |
| 29 | UN | UNILEVER N V | 1.31% | - | 2,439,711 | $92.09M | No quote | No quote |
| 30 | NAVG | NAVIGATORS GROUP INC | 1.24% | - | 1,338,098 | $86.84M | No quote | No quote |
| 31 | TUP | TUPPERWARE BRANDS CORP | 1.11% | - | 1,215,617 | $77.73M | No quote | No quote |
| 32 | AET | AETNA INC NEW | 1.06% | - | 939,447 | $74.51M | No quote | No quote |
| 33 | CL | COLGATE PALMOLIVE CO | 1.02% | - | 1,091,606 | $71.33M | $65.34 | No quote |
| 34 | ESRX | EXPRESS SCRIPTS HLDG CO | 1.00% | - | 964,079 | $70.22M | No quote | No quote |
| 35 | DOV | DOVER CORP | 0.94% | - | 836,266 | $65.78M | $78.66 | No quote |
| 36 | CW | CURTISS WRIGHT CORP | 0.93% | - | 962,049 | $65.27M | $67.84 | No quote |
| 37 | ROVI | ROVI CORP | 0.93% | - | 3,223,910 | $65.03M | No quote | No quote |
| 38 | MSCI | MSCI INC | 0.85% | - | 1,307,602 | $59.93M | $45.83 | No quote |
| 39 | MRH | MONTPELIER RE HOLDINGS LTD | 0.78% | - | 1,680,380 | $54.77M | No quote | No quote |
| 40 | NSP | INSPERITY INC | 0.77% | - | 1,838,786 | $54.04M | $29.39 | No quote |
| 41 | ENS | ENERSYS | 0.77% | - | 927,038 | $53.9M | $58.14 | No quote |
| 42 | CME | CME GROUP INC | 0.75% | - | 648,622 | $52.85M | $81.48 | No quote |
| 43 | IHG | INTERCONTINENTAL HOTELS GROU | 0.73% | - | 1,398,571 | $51.33M | No quote | No quote |
| 44 | AXS | AXIS CAPITAL HOLDINGS LTD | 0.69% | - | 1,028,104 | $48.65M | $47.32 | No quote |
| 45 | ITRN | ITURAN LOCATION AND CONTROL | 0.69% | - | 2,367,700 | $48.35M | $20.42 | No quote |
| 46 | NCI | NAVIGANT CONSULTING INC | 0.66% | - | 3,294,495 | $46.58M | No quote | No quote |
| 47 | FICO | FAIR ISAAC CORP | 0.60% | - | 741,427 | $42.16M | $56.86 | No quote |
| 48 | UTI | UNIVERSAL TECHNICAL INST INC | 0.54% | - | 3,456,342 | $38.05M | $11.01 | No quote |
| 49 | SAFT | SAFETY INS GROUP INC | 0.53% | - | 623,353 | $37.45M | No quote | No quote |
| 50 | PRA | PROASSURANCE CORP | 0.50% | - | 766,471 | $35.19M | $45.91 | No quote |
| 51 | FWRD | FORWARD AIR CORP | 0.48% | - | 750,835 | $33.98M | No quote | No quote |
| 52 | QCOM | QUALCOMM INC | 0.46% | - | 427,721 | $31.96M | $74.72 | No quote |
| 53 | G | GENPACT LIMITED | 0.44% | - | 1,820,307 | $30.64M | $16.83 | No quote |
| 54 | EXPO | EXPONENT INC | 0.39% | - | 366,213 | $27.47M | No quote | No quote |
| 55 | RGR | STURM RUGER & CO INC | 0.38% | - | 520,006 | $26.76M | $51.46 | No quote |
| 56 | OMCL | OMNICELL INC | 0.36% | - | 878,174 | $25.12M | No quote | No quote |
| 57 | KMG | KMG CHEMICALS INC | 0.36% | - | 1,415,782 | $25.05M | No quote | No quote |
| 58 | DCI | DONALDSON INC | 0.34% | - | 587,921 | $23.59M | $40.13 | No quote |
| 59 | ATU | ACTUANT CORP | 0.33% | - | 774,848 | $23.52M | No quote | No quote |
| 60 | VRTS | VIRTUS INVT PARTNERS INC | 0.32% | - | 132,265 | $22.23M | No quote | No quote |
| 61 | LYV | LIVE NATION ENTERTAINMENT IN | 0.28% | - | 845,068 | $19.83M | $23.47 | No quote |
| 62 | WWD | WOODWARD INC | 0.26% | - | 379,131 | $18.25M | $48.14 | No quote |
| 63 | CHE | CHEMED CORP NEW | 0.24% | - | 162,323 | $16.79M | No quote | No quote |
| 64 | AVY | AVERY DENNISON CORP | 0.22% | - | 338,709 | $15.51M | No quote | No quote |
| 65 | KO | COCA COLA CO | 0.15% | - | 245,838 | $10.48M | $42.63 | No quote |
| 66 | SPY | SPDR S&P 500 ETF TR | 0.02% | - | 6,335 | $1.25M | $197.00 | No quote |
| 67 | XLE | SELECT SECTOR SPDR TR | 0.00% | - | 450 | $41K | No quote | No quote |
| 68 | VGT | VANGUARD WORLD FDS | 0.00% | - | 350 | $35K | $100.00 | No quote |
| 69 | FDX | FEDEX CORP | 0.00% | - | 200 | $32K | $160.00 | No quote |
| 70 | NOV | NATIONAL OILWELL VARCO INC | 0.00% | - | 400 | $30K | $75.00 | No quote |
| 71 | NVS | NOVARTIS A G | 0.00% | - | 300 | $28K | $93.33 | No quote |
| 72 | JPM | JPMORGAN CHASE & CO | 0.00% | - | 400 | $24K | $60.00 | No quote |
| 73 | XLF | SELECT SECTOR SPDR TR | 0.00% | - | 800 | $19K | $23.75 | No quote |
| 74 | SYMC | SYMANTEC CORP | 0.00% | - | 600 | $14K | No quote | No quote |
| 75 | DNOW | NOW INC | 0.00% | - | 100 | $3K | $30.00 | No quote |