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 40 of 64 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.17% | Add +9.6% | 23,336,085 | $842.9M | $36.12 | No quote |
| 2 | PH | PARKER HANNIFIN CORP | 6.83% | Add +14.8% | 7,240,325 | $704.48M | $97.30 | No quote |
| 3 | BEN | FRANKLIN RES INC | 4.84% | Add +63.8% | 13,412,776 | $499.76M | $37.26 | No quote |
| 4 | FOSL | FOSSIL GROUP INC | 4.70% | Add +35.4% | 8,673,284 | $484.66M | $55.88 | No quote |
| 5 | DISCK | DISCOVERY COMMUNICATNS NEW | 4.34% | Add +87.6% | 18,430,679 | $447.68M | No quote | No quote |
| 6 | NOV | NATIONAL OILWELL VARCO INC | 4.16% | Add +47.2% | 11,403,387 | $429.34M | $37.65 | No quote |
| 7 | AXS | AXIS CAPITAL HOLDINGS LTD | 4.09% | Reduce -12.4% | 7,848,166 | $421.6M | $53.72 | No quote |
| 8 | MA | MASTERCARD INC | 3.55% | Add +10.0% | 4,069,935 | $366.78M | $90.12 | No quote |
| 9 | V | VISA INC | 3.53% | Add +7.7% | 5,228,785 | $364.24M | $69.66 | No quote |
| 10 | EG | EVEREST RE GROUP LTD | 3.40% | Add +4.5% | 2,026,374 | $351.25M | $173.34 | No quote |
| 11 | BA | BOEING CO | 3.34% | Add +20.7% | 2,629,669 | $344.36M | $130.95 | No quote |
| 12 | CSCO | CISCO SYS INC | 3.21% | Add +69.7% | 12,634,613 | $331.66M | $26.25 | No quote |
| 13 | STT | STATE STR CORP | 3.05% | Add +7.0% | 4,677,527 | $314.38M | $67.21 | No quote |
| 14 | DOV | DOVER CORP | 2.83% | Add +72.6% | 5,112,840 | $292.35M | $57.18 | No quote |
| 15 | AET | AETNA INC NEW | 2.79% | Add +7.5% | 2,632,361 | $288.01M | No quote | No quote |
| 16 | FFIV | F5 NETWORKS INC | 2.74% | Add +39.0% | 2,440,746 | $282.64M | $115.80 | No quote |
| 17 | QCOM | QUALCOMM INC | 2.56% | Add +253.3% | 4,911,529 | $263.9M | $53.73 | No quote |
| 18 | MSM | MSC INDL DIRECT INC | 2.49% | Add +8.2% | 4,213,116 | $257.13M | $61.03 | No quote |
| 19 | BK | BANK NEW YORK MELLON CORP | 2.48% | Add +3.1% | 6,530,478 | $255.67M | $39.15 | No quote |
| 20 | MSFT | MICROSOFT CORP | 2.44% | Add +8.3% | 5,686,427 | $251.68M | $44.26 | No quote |
| 21 | TROW | PRICE T ROWE GROUP INC | 2.10% | Add +8.5% | 3,115,392 | $216.52M | $69.50 | No quote |
| 22 | ELV | ANTHEM INC | 2.06% | Add +101.3% | 1,516,171 | $212.26M | $140.00 | No quote |
| 23 | ACIW | ACI WORLDWIDE INC | 1.65% | Reduce -26.2% | 8,080,610 | $170.66M | $21.12 | No quote |
| 24 | DIS | DISNEY WALT CO | 1.52% | Reduce -35.8% | 1,535,412 | $156.92M | $102.20 | No quote |
| 25 | NUS | NU SKIN ENTERPRISES INC | 1.12% | Reduce -2.5% | 2,793,956 | $115.34M | No quote | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS INC | 1.06% | Reduce -56.1% | 2,525,956 | $109.9M | $43.51 | No quote |
| 27 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.02% | Reduce -0.1% | 2,272,073 | $105.58M | No quote | No quote |
| 28 | TUP | TUPPERWARE BRANDS CORP | 1.02% | Add +139.5% | 2,132,481 | $105.54M | No quote | No quote |
| 29 | ENS | ENERSYS | 0.89% | Add +16.4% | 1,707,139 | $91.47M | $53.58 | No quote |
| 30 | NAVG | NAVIGATORS GROUP INC | 0.88% | Add +1.6% | 1,167,181 | $91.02M | No quote | No quote |
| 31 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.84% | Add +1.1% | 1,096,907 | $87.02M | $79.33 | No quote |
| 32 | HON | HONEYWELL INTL INC | 0.77% | Add +7.1% | 842,288 | $79.76M | $94.69 | No quote |
| 33 | AAPL | APPLE INC | 0.75% | Add +7.1% | 697,299 | $76.91M | $110.30 | No quote |
| 34 | TWX | TIME WARNER INC | 0.71% | Add +14.4% | 1,064,768 | $73.2M | No quote | No quote |
| 35 | WWD | WOODWARD INC | 0.69% | Add +53.7% | 1,757,617 | $71.54M | $40.70 | No quote |
| 36 | LNN | LINDSAY CORP | 0.64% | Reduce -1.4% | 976,428 | $66.19M | No quote | No quote |
| 37 | EV | EATON VANCE CORP | 0.62% | Reduce -30.3% | 1,926,249 | $64.38M | No quote | No quote |
| 38 | TKR | TIMKEN CO | 0.62% | Add +348.3% | 2,311,228 | $63.54M | $27.49 | No quote |
| 39 | ITRN | ITURAN LOCATION AND CONTROL | 0.52% | Add +5.7% | 2,618,716 | $53.79M | $20.54 | No quote |
| 40 | VRTS | VIRTUS INVT PARTNERS INC | 0.52% | Add +5.1% | 531,836 | $53.45M | No quote | No quote |
| 41 | THR | THERMON GROUP HLDGS INC | 0.42% | New | 2,130,767 | $43.79M | $20.55 | No quote |
| 42 | DCI | DONALDSON INC | 0.39% | Add +87.0% | 1,431,860 | $40.21M | $28.08 | No quote |
| 43 | NCI | NAVIGANT CONSULTING INC | 0.38% | Reduce -36.1% | 2,461,578 | $39.16M | No quote | No quote |
| 44 | NDSN | NORDSON CORP | 0.35% | Add +250.7% | 575,418 | $36.22M | $62.94 | No quote |
| 45 | LECO | LINCOLN ELEC HLDGS INC | 0.35% | Add +131.7% | 690,112 | $36.18M | No quote | No quote |
| 46 | SAFT | SAFETY INS GROUP INC | 0.34% | Add +11.9% | 651,447 | $35.28M | No quote | No quote |
| 47 | CW | CURTISS WRIGHT CORP | 0.34% | Add +2.7% | 563,433 | $35.17M | $62.42 | No quote |
| 48 | CR | CRANE CO | 0.32% | New | 716,988 | $33.42M | $46.61 | No quote |
| 49 | FWRD | FORWARD AIR CORP | 0.30% | Add +45.3% | 758,504 | $31.47M | No quote | No quote |
| 50 | ATU | ACTUANT CORP | 0.28% | Add +10.0% | 1,548,503 | $28.48M | No quote | No quote |
| 51 | GGG | GRACO INC | 0.22% | Add +34.3% | 344,445 | $23.09M | $67.03 | No quote |
| 52 | JKHY | HENRY JACK & ASSOC INC | 0.21% | Add +0.8% | 304,913 | $21.23M | $69.61 | No quote |
| 53 | MLKN | MILLER HERMAN INC | 0.20% | Add +86.6% | 729,113 | $21.03M | $28.84 | No quote |
| 54 | NDAQ | NASDAQ OMX GROUP INC | 0.18% | Reduce -94.1% | 340,285 | $18.15M | $53.33 | No quote |
| 55 | CLB | CORE LABORATORIES N V | 0.17% | New | 171,164 | $17.08M | $99.80 | No quote |
| 64 | UN | UNILEVER N V | - | Sold | 0 | $0 | No quote | No quote |
| 63 | SNI | SCRIPPS NETWORKS INTERACT IN | - | Sold | 0 | $0 | No quote | No quote |
| 62 | SABR | SABRE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 61 | PRA | PROASSURANCE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 60 | OMCL | OMNICELL INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | MSCI | MSCI INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | CL | COLGATE PALMOLIVE CO | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CB | CHUBB CORP | - | Sold | 0 | $0 | No quote | No quote |
| 56 | CHE | CHEMED CORP NEW | - | Sold | 0 | $0 | No quote | No quote |