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 2026-06-06 from SEC 13F data.
Live quotes available for 52 of 76 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 8.16% | Add +3.0% | 24,028,074 | $877.75M | $36.53 | No quote |
| 2 | PH | PARKER HANNIFIN CORP | 6.94% | Add +6.3% | 7,696,600 | $746.42M | $96.98 | No quote |
| 3 | BEN | FRANKLIN RES INC | 4.83% | Add +5.1% | 14,096,898 | $519.05M | $36.82 | No quote |
| 4 | NOV | NATIONAL OILWELL VARCO INC | 4.56% | Add +28.3% | 14,630,914 | $489.99M | $33.49 | No quote |
| 5 | DISCK | DISCOVERY COMMUNICATNS NEW | 4.37% | Add +1.2% | 18,644,920 | $470.23M | No quote | No quote |
| 6 | AXS | AXIS CAPITAL HOLDINGS LTD | 4.18% | Add +1.9% | 7,998,216 | $449.66M | $56.22 | No quote |
| 7 | MA | MASTERCARD INC | 3.69% | Add +0.3% | 4,081,640 | $397.39M | $97.36 | No quote |
| 8 | V | VISA INC | 3.67% | Reduce -2.7% | 5,085,748 | $394.4M | $77.55 | No quote |
| 9 | FOSL | FOSSIL GROUP INC | 3.59% | Add +21.7% | 10,559,173 | $386.04M | $36.56 | No quote |
| 10 | BA | BOEING CO | 3.54% | Add +0.2% | 2,635,566 | $381.08M | $144.59 | No quote |
| 11 | EG | EVEREST RE GROUP LTD | 3.38% | Reduce -2.0% | 1,986,220 | $363.66M | $183.09 | No quote |
| 12 | ELV | ANTHEM INC | 3.30% | Add +67.9% | 2,545,577 | $354.96M | $139.44 | No quote |
| 13 | CSCO | CISCO SYS INC | 3.21% | Add +0.7% | 12,723,769 | $345.51M | $27.16 | No quote |
| 14 | STT | STATE STR CORP | 3.11% | Add +7.9% | 5,046,149 | $334.86M | $66.36 | No quote |
| 15 | DOV | DOVER CORP | 2.92% | Add +0.1% | 5,120,582 | $313.94M | $61.31 | No quote |
| 16 | AET | AETNA INC NEW | 2.76% | Add +4.4% | 2,748,136 | $297.13M | No quote | No quote |
| 17 | QCOM | QUALCOMM INC | 2.52% | Add +10.2% | 5,412,471 | $270.54M | $49.98 | No quote |
| 18 | BK | BANK NEW YORK MELLON CORP | 2.50% | Add +0.0% | 6,532,943 | $269.29M | $41.22 | No quote |
| 19 | MSM | MSC INDL DIRECT INC | 2.41% | Add +9.4% | 4,608,883 | $259.34M | $56.27 | No quote |
| 20 | UTX | UNITED TECHNOLOGIES CORP | 2.31% | New | 2,585,721 | $248.41M | No quote | No quote |
| 21 | TROW | PRICE T ROWE GROUP INC | 2.12% | Add +2.2% | 3,182,846 | $227.54M | $71.49 | No quote |
| 22 | ACIW | ACI WORLDWIDE INC | 1.60% | Reduce -0.3% | 8,055,100 | $172.38M | $21.40 | No quote |
| 23 | TWX | TIME WARNER INC | 1.48% | Add +131.3% | 2,463,109 | $159.29M | No quote | No quote |
| 24 | DIS | DISNEY WALT CO | 1.47% | Reduce -2.1% | 1,503,118 | $157.95M | $105.08 | No quote |
| 25 | NUS | NU SKIN ENTERPRISES INC | 1.24% | Add +25.8% | 3,513,481 | $133.13M | No quote | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS INC | 1.15% | Add +6.1% | 2,681,040 | $123.92M | $46.22 | No quote |
| 27 | TUP | TUPPERWARE BRANDS CORP | 1.07% | Reduce -2.9% | 2,071,070 | $115.26M | No quote | No quote |
| 28 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.98% | Reduce -4.4% | 2,172,862 | $104.95M | No quote | No quote |
| 29 | NAVG | NAVIGATORS GROUP INC | 0.91% | Reduce -2.7% | 1,135,836 | $97.44M | No quote | No quote |
| 30 | HON | HONEYWELL INTL INC | 0.88% | Add +8.3% | 912,452 | $94.5M | $103.57 | No quote |
| 31 | ENS | ENERSYS | 0.85% | Reduce -4.1% | 1,637,784 | $91.6M | $55.93 | No quote |
| 32 | MSFT | MICROSOFT CORP | 0.82% | Reduce -71.9% | 1,597,650 | $88.64M | $55.48 | No quote |
| 33 | CSL | CARLISLE COS INC | 0.82% | New | 990,584 | $87.86M | $88.69 | No quote |
| 34 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.80% | Reduce -3.3% | 1,060,308 | $86.29M | $81.38 | No quote |
| 35 | WWD | WOODWARD INC | 0.77% | Reduce -4.6% | 1,676,452 | $83.25M | $49.66 | No quote |
| 36 | AAPL | APPLE INC | 0.71% | Add +4.3% | 727,448 | $76.57M | $105.26 | No quote |
| 37 | LNN | LINDSAY CORP | 0.68% | Add +3.0% | 1,005,399 | $72.79M | No quote | No quote |
| 38 | TKR | TIMKEN CO | 0.59% | Reduce -4.2% | 2,214,691 | $63.32M | $28.59 | No quote |
| 39 | EV | EATON VANCE CORP | 0.51% | Reduce -12.8% | 1,679,360 | $54.46M | No quote | No quote |
| 40 | ITRN | ITURAN LOCATION AND CONTROL | 0.46% | Add +0.4% | 2,630,231 | $49.79M | $18.93 | No quote |
| 41 | VRTS | VIRTUS INVT PARTNERS INC | 0.46% | Reduce -21.3% | 418,844 | $49.2M | No quote | No quote |
| 42 | FWRD | FORWARD AIR CORP | 0.43% | Add +40.2% | 1,063,313 | $45.73M | No quote | No quote |
| 43 | ATU | ACTUANT CORP | 0.42% | Add +22.3% | 1,894,007 | $45.38M | No quote | No quote |
| 44 | IHG | INTERCONTINENTAL HOTELS GROU | 0.39% | New | 1,086,694 | $42.1M | No quote | No quote |
| 45 | THR | THERMON GROUP HLDGS INC | 0.39% | Add +15.3% | 2,456,357 | $41.56M | $16.92 | No quote |
| 46 | DCI | DONALDSON INC | 0.39% | Add +0.9% | 1,445,128 | $41.42M | $28.66 | No quote |
| 47 | SAFT | SAFETY INS GROUP INC | 0.34% | Add +0.4% | 653,804 | $36.86M | No quote | No quote |
| 48 | CW | CURTISS WRIGHT CORP | 0.32% | Reduce -11.8% | 497,017 | $34.05M | $68.50 | No quote |
| 49 | CR | CRANE CO | 0.30% | Reduce -4.7% | 683,200 | $32.68M | $47.84 | No quote |
| 50 | LECO | LINCOLN ELEC HLDGS INC | 0.30% | Reduce -9.6% | 624,119 | $32.39M | No quote | No quote |
| 51 | NCI | NAVIGANT CONSULTING INC | 0.21% | Reduce -42.9% | 1,406,221 | $22.58M | No quote | No quote |
| 52 | NDSN | NORDSON CORP | 0.17% | Reduce -51.3% | 280,532 | $18M | $64.15 | No quote |
| 53 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 1,220 | $249K | $204.10 | No quote |
| 54 | BIIB | BIOGEN INC | 0.00% | New | 750 | $230K | $306.67 | No quote |
| 55 | KO | COCA COLA CO | 0.00% | New | 5,150 | $221K | $42.91 | No quote |
| 56 | MGM | MGM RESORTS INTERNATIONAL | 0.00% | New | 9,700 | $220K | $22.68 | No quote |
| 57 | ABBV | ABBVIE INC | 0.00% | New | 3,700 | $219K | $59.19 | No quote |
| 59 | UPS | UNITED PARCEL SERVICE INC | 0.00% | New | 2,225 | $214K | $96.18 | No quote |
| 58 | BBT | BB&T CORP | 0.00% | New | 5,650 | $214K | No quote | No quote |
| 60 | AZN | ASTRAZENECA PLC | 0.00% | New | 6,250 | $212K | $33.92 | No quote |
| 61 | CVS | CVS HEALTH CORP | 0.00% | New | 2,150 | $210K | $97.67 | No quote |
| 63 | SYF | SYNCHRONY FINL | 0.00% | New | 6,800 | $207K | $30.44 | No quote |
| 62 | C | CITIGROUP INC | 0.00% | New | 4,000 | $207K | $51.75 | No quote |
| 64 | MET | METLIFE INC | 0.00% | New | 4,250 | $205K | $48.24 | No quote |
| 65 | EBAY | EBAY INC | 0.00% | New | 7,400 | $203K | $27.43 | No quote |
| 66 | COF | CAPITAL ONE FINL CORP | 0.00% | New | 2,800 | $202K | $72.14 | No quote |
| 67 | F | FORD MTR CO DEL | 0.00% | New | 14,300 | $201K | $14.06 | No quote |
| 68 | HPQ | HP INC | 0.00% | New | 11,800 | $140K | $11.86 | No quote |
| 69 | RF | REGIONS FINL CORP NEW | 0.00% | New | 13,300 | $128K | $9.62 | No quote |
| 70 | EXPE | EXPEDIA INC DEL | 0.00% | New | 30 | $4K | $133.33 | No quote |
| 76 | NDAQ | NASDAQ OMX GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 75 | MLKN | MILLER HERMAN INC | - | Sold | 0 | $0 | No quote | No quote |
| 74 | JKHY | HENRY JACK & ASSOC INC | - | Sold | 0 | $0 | No quote | No quote |
| 73 | GGG | GRACO INC | - | Sold | 0 | $0 | No quote | No quote |
| 72 | FFIV | F5 NETWORKS INC | - | Sold | 0 | $0 | No quote | No quote |
| 71 | CLB | CORE LABORATORIES N V | - | Sold | 0 | $0 | No quote | No quote |