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 42 of 73 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 7.22% | Add +17.5% | 21,300,751 | $762.13M | $35.78 | No quote |
| 2 | PH | PARKER HANNIFIN CORP | 6.95% | Add +11.5% | 6,305,505 | $733.52M | $116.33 | No quote |
| 3 | AXS | AXIS CAPITAL HOLDINGS LTD | 4.53% | Add +25.5% | 8,958,730 | $478.13M | $53.37 | No quote |
| 4 | FOSL | FOSSIL GROUP INC | 4.21% | Add +39.6% | 6,404,900 | $444.24M | $69.36 | No quote |
| 5 | BEN | FRANKLIN RES INC | 3.80% | Add +13.6% | 8,186,868 | $401.4M | $49.03 | No quote |
| 6 | NOV | NATIONAL OILWELL VARCO INC | 3.54% | Add +7.6% | 7,748,675 | $374.11M | $48.28 | No quote |
| 7 | EG | EVEREST RE GROUP LTD | 3.34% | Reduce -7.5% | 1,939,720 | $353.05M | $182.01 | No quote |
| 8 | MA | MASTERCARD INC | 3.28% | Add +7.8% | 3,699,041 | $345.79M | $93.48 | No quote |
| 9 | STT | STATE STR CORP | 3.19% | Add +17.9% | 4,371,193 | $336.58M | $77.00 | No quote |
| 10 | V | VISA INC | 3.09% | Add +7.0% | 4,854,396 | $325.97M | $67.15 | No quote |
| 11 | AET | AETNA INC NEW | 2.96% | Add +70.5% | 2,449,112 | $312.16M | No quote | No quote |
| 12 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.89% | Add +23.0% | 9,826,389 | $305.41M | No quote | No quote |
| 13 | BA | BOEING CO | 2.86% | Add +3.5% | 2,178,322 | $302.18M | $138.72 | No quote |
| 14 | NDAQ | NASDAQ OMX GROUP INC | 2.66% | Add +5.6% | 5,747,872 | $280.55M | $48.81 | No quote |
| 15 | DIS | DISNEY WALT CO | 2.59% | Add +0.8% | 2,392,001 | $273.02M | $114.14 | No quote |
| 16 | MSM | MSC INDL DIRECT INC | 2.57% | Add +4.6% | 3,894,843 | $271.74M | $69.77 | No quote |
| 17 | ACIW | ACI WORLDWIDE INC | 2.55% | Add +1.0% | 10,951,647 | $269.08M | $24.57 | No quote |
| 18 | CB | CHUBB CORP | 2.54% | Add +9.8% | 2,819,115 | $268.21M | $95.14 | No quote |
| 19 | VZ | VERIZON COMMUNICATIONS INC | 2.54% | Add +10.3% | 5,749,217 | $267.97M | $46.61 | No quote |
| 20 | BK | BANK NEW YORK MELLON CORP | 2.52% | Add +6.2% | 6,331,363 | $265.73M | $41.97 | No quote |
| 21 | MSFT | MICROSOFT CORP | 2.20% | New | 5,249,025 | $231.75M | $44.15 | No quote |
| 22 | TROW | PRICE T ROWE GROUP INC | 2.11% | Add +17.6% | 2,872,272 | $223.26M | $77.73 | No quote |
| 23 | FFIV | F5 NETWORKS INC | 2.00% | New | 1,756,093 | $211.35M | $120.35 | No quote |
| 24 | DOV | DOVER CORP | 1.97% | Reduce -27.1% | 2,962,141 | $207.88M | $70.18 | No quote |
| 25 | CSCO | CISCO SYS INC | 1.94% | Add +88.5% | 7,444,392 | $204.42M | $27.46 | No quote |
| 26 | NUS | NU SKIN ENTERPRISES INC | 1.28% | Add +20.9% | 2,865,627 | $135.06M | No quote | No quote |
| 27 | SNI | SCRIPPS NETWORKS INTERACT IN | 1.20% | New | 1,943,463 | $127.04M | No quote | No quote |
| 28 | ELV | ANTHEM INC | 1.17% | Add +46.2% | 753,137 | $123.62M | $164.14 | No quote |
| 29 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.03% | Add +30.1% | 2,273,857 | $108.92M | No quote | No quote |
| 30 | EV | EATON VANCE CORP | 1.02% | Reduce -20.2% | 2,763,656 | $108.14M | No quote | No quote |
| 31 | ENS | ENERSYS | 0.98% | Reduce -2.5% | 1,466,107 | $103.05M | $70.29 | No quote |
| 32 | NAVG | NAVIGATORS GROUP INC | 0.84% | Reduce -0.1% | 1,149,307 | $89.14M | No quote | No quote |
| 33 | QCOM | QUALCOMM INC | 0.82% | Reduce -62.5% | 1,390,268 | $87.07M | $62.63 | No quote |
| 34 | LNN | LINDSAY CORP | 0.82% | Add +25.3% | 990,176 | $87.05M | No quote | No quote |
| 35 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.82% | Reduce -45.1% | 1,084,721 | $86.29M | $79.55 | No quote |
| 36 | UN | UNILEVER N V | 0.80% | Add +11.0% | 2,019,435 | $84.49M | No quote | No quote |
| 37 | AAPL | APPLE INC | 0.77% | Add +4.4% | 651,114 | $81.67M | $125.42 | No quote |
| 38 | TWX | TIME WARNER INC | 0.77% | Add +5.3% | 930,575 | $81.34M | No quote | No quote |
| 39 | HON | HONEYWELL INTL INC | 0.76% | New | 786,310 | $80.18M | $101.97 | No quote |
| 40 | CL | COLGATE PALMOLIVE CO | 0.65% | Add +7.1% | 1,046,924 | $68.48M | $65.41 | No quote |
| 41 | VRTS | VIRTUS INVT PARTNERS INC | 0.63% | Reduce -13.9% | 506,119 | $66.93M | No quote | No quote |
| 42 | WWD | WOODWARD INC | 0.60% | Add +0.7% | 1,143,410 | $62.88M | $54.99 | No quote |
| 43 | ITRN | ITURAN LOCATION AND CONTROL | 0.59% | Add +2.1% | 2,478,597 | $61.79M | $24.93 | No quote |
| 44 | TUP | TUPPERWARE BRANDS CORP | 0.54% | Add +21.4% | 890,443 | $57.47M | No quote | No quote |
| 45 | NCI | NAVIGANT CONSULTING INC | 0.54% | Add +0.6% | 3,852,789 | $57.29M | No quote | No quote |
| 46 | CW | CURTISS WRIGHT CORP | 0.38% | Reduce -26.6% | 548,641 | $39.74M | $72.44 | No quote |
| 47 | SAFT | SAFETY INS GROUP INC | 0.32% | Add +0.7% | 581,962 | $33.59M | No quote | No quote |
| 48 | ATU | ACTUANT CORP | 0.31% | Reduce -22.2% | 1,407,625 | $32.5M | No quote | No quote |
| 49 | DCI | DONALDSON INC | 0.26% | Add +0.4% | 765,610 | $27.41M | $35.80 | No quote |
| 50 | FWRD | FORWARD AIR CORP | 0.26% | Reduce -19.1% | 522,138 | $27.29M | No quote | No quote |
| 51 | MSCI | MSCI INC | 0.19% | Reduce -78.8% | 319,687 | $19.68M | $61.55 | No quote |
| 52 | JKHY | HENRY JACK & ASSOC INC | 0.19% | New | 302,602 | $19.58M | $64.70 | No quote |
| 53 | CHE | CHEMED CORP NEW | 0.18% | Reduce -0.0% | 147,398 | $19.32M | No quote | No quote |
| 54 | TKR | TIMKEN CO | 0.18% | New | 515,527 | $18.85M | $36.57 | No quote |
| 55 | PRA | PROASSURANCE CORP | 0.17% | Add +0.1% | 395,760 | $18.29M | $46.21 | No quote |
| 56 | SABR | SABRE CORP | 0.17% | Reduce -81.6% | 767,888 | $18.28M | $23.80 | No quote |
| 57 | GGG | GRACO INC | 0.17% | New | 256,462 | $18.22M | $71.03 | No quote |
| 58 | LECO | LINCOLN ELEC HLDGS INC | 0.17% | New | 297,896 | $18.14M | No quote | No quote |
| 59 | OMCL | OMNICELL INC | 0.14% | Reduce -52.6% | 395,561 | $14.92M | No quote | No quote |
| 60 | NDSN | NORDSON CORP | 0.12% | New | 164,094 | $12.78M | $77.89 | No quote |
| 61 | MLKN | MILLER HERMAN INC | 0.11% | New | 390,781 | $11.31M | $28.93 | No quote |
| 73 | WAT | WATERS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 72 | HOT | STARWOOD HOTELS&RESORTS WRLD | - | Sold | 0 | $0 | No quote | No quote |
| 71 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 70 | SLB | SCHLUMBERGER LTD | - | Sold | 0 | $0 | No quote | No quote |
| 69 | ROVI | ROVI CORP | - | Sold | 0 | $0 | No quote | No quote |
| 68 | PCP | PRECISION CASTPARTS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 67 | PRE | PARTNERRE LTD | - | Sold | 0 | $0 | No quote | No quote |
| 66 | KMG | KMG CHEMICALS INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | IHG | INTERCONTINENTAL HOTELS GROU | - | Sold | 0 | $0 | No quote | No quote |
| 64 | IHS | IHS INC | - | Sold | 0 | $0 | No quote | No quote |
| 63 | EXPO | EXPONENT INC | - | Sold | 0 | $0 | No quote | No quote |
| 62 | EMR | EMERSON ELEC CO | - | Sold | 0 | $0 | No quote | No quote |