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 35 of 63 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 9.35% | Reduce -1.8% | 23,216,208 | $950.24M | $40.93 | No quote |
| 2 | NOV | NATIONAL OILWELL VARCO INC | 6.31% | Reduce -1.3% | 19,056,245 | $641.24M | $33.65 | No quote |
| 3 | PH | PARKER HANNIFIN CORP | 4.99% | Reduce -36.0% | 4,693,599 | $507.14M | $108.05 | No quote |
| 4 | BEN | FRANKLIN RES INC | 4.70% | Add +0.8% | 14,330,506 | $478.21M | $33.37 | No quote |
| 5 | AXS | AXIS CAPITAL HOLDINGS LTD | 4.57% | Add +4.0% | 8,449,472 | $464.72M | $55.00 | No quote |
| 6 | HLT | HILTON WORLDWIDE HLDGS INC | 3.91% | Add +58.0% | 17,641,732 | $397.47M | $22.53 | No quote |
| 7 | STT | STATE STR CORP | 3.88% | Reduce -3.0% | 7,322,481 | $394.83M | $53.92 | No quote |
| 8 | BA | BOEING CO | 3.74% | Reduce -24.6% | 2,927,983 | $380.26M | $129.87 | No quote |
| 9 | V | VISA INC | 3.62% | Reduce -1.1% | 4,966,340 | $368.35M | $74.17 | No quote |
| 10 | BK | BANK NEW YORK MELLON CORP | 3.53% | Add +1.3% | 9,240,221 | $358.98M | $38.85 | No quote |
| 11 | EG | EVEREST RE GROUP LTD | 3.52% | Add +3.3% | 1,959,721 | $357.98M | $182.67 | No quote |
| 12 | DISCK | DISCOVERY COMMUNICATNS NEW | 3.50% | Reduce -21.3% | 14,933,404 | $356.16M | No quote | No quote |
| 13 | MA | MASTERCARD INC | 3.49% | Reduce -0.1% | 4,033,732 | $355.21M | $88.06 | No quote |
| 14 | ELV | ANTHEM INC | 3.35% | Add +0.1% | 2,590,276 | $340.21M | $131.34 | No quote |
| 15 | FOSL | FOSSIL GROUP INC | 3.26% | Add +4.1% | 11,611,725 | $331.28M | $28.53 | No quote |
| 16 | CSCO | CISCO SYS INC | 2.92% | Reduce -32.0% | 10,341,615 | $296.7M | $28.69 | No quote |
| 17 | DIS | DISNEY WALT CO | 2.05% | Add +23.6% | 2,134,355 | $208.78M | $97.82 | No quote |
| 18 | QCOM | QUALCOMM INC | 1.90% | Reduce -33.3% | 3,614,589 | $193.63M | $53.57 | No quote |
| 19 | AET | AETNA INC NEW | 1.80% | Reduce -0.2% | 1,501,000 | $183.32M | No quote | No quote |
| 20 | CHKP | CHECK POINT SOFTWARE TECH LT | 1.73% | Add +111.9% | 2,206,298 | $175.8M | $79.68 | No quote |
| 21 | TWX | TIME WARNER INC | 1.69% | Reduce -4.4% | 2,337,563 | $171.9M | No quote | No quote |
| 22 | ACIW | ACI WORLDWIDE INC | 1.68% | Add +2.1% | 8,759,695 | $170.9M | $19.51 | No quote |
| 23 | TROW | PRICE T ROWE GROUP INC | 1.60% | Reduce -7.9% | 2,234,209 | $163.03M | $72.97 | No quote |
| 24 | UTX | UNITED TECHNOLOGIES CORP | 1.49% | Reduce -43.0% | 1,479,259 | $151.7M | No quote | No quote |
| 25 | MAR | MARRIOTT INTL INC NEW | 1.36% | New | 2,086,158 | $138.65M | $66.46 | No quote |
| 26 | SABR | SABRE CORP | 1.29% | New | 4,905,528 | $131.42M | $26.79 | No quote |
| 27 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.21% | Add +3.8% | 2,653,700 | $123.08M | No quote | No quote |
| 28 | NAVG | NAVIGATORS GROUP INC | 0.92% | Reduce -4.9% | 1,012,029 | $93.08M | No quote | No quote |
| 29 | DOV | DOVER CORP | 0.89% | Reduce -71.6% | 1,298,407 | $90.01M | $69.32 | No quote |
| 30 | SCSS | SELECT COMFORT CORP | 0.87% | New | 4,116,895 | $88.02M | No quote | No quote |
| 31 | WWD | WOODWARD INC | 0.85% | Reduce -3.7% | 1,496,609 | $86.27M | $57.64 | No quote |
| 32 | ITRN | ITURAN LOCATION AND CONTROL | 0.80% | Add +19.4% | 3,576,270 | $81.15M | $22.69 | No quote |
| 33 | LNN | LINDSAY CORP | 0.68% | Reduce -0.8% | 1,018,141 | $69.09M | No quote | No quote |
| 34 | VRTS | VIRTUS INVT PARTNERS INC | 0.67% | Add +15.5% | 953,626 | $67.88M | No quote | No quote |
| 35 | LQ | LA QUINTA HLDGS INC | 0.67% | Reduce -4.4% | 5,946,251 | $67.79M | No quote | No quote |
| 36 | BID | SOTHEBYS | 0.59% | New | 2,188,595 | $59.97M | No quote | No quote |
| 37 | ENS | ENERSYS | 0.54% | Reduce -44.2% | 916,861 | $54.53M | $59.47 | No quote |
| 38 | JLL | JONES LANG LASALLE INC | 0.53% | New | 554,339 | $54.02M | $97.45 | No quote |
| 39 | TKR | TIMKEN CO | 0.47% | Add +29.0% | 1,548,244 | $47.47M | $30.66 | No quote |
| 40 | FWRD | FORWARD AIR CORP | 0.46% | Reduce -1.1% | 1,042,566 | $46.43M | No quote | No quote |
| 41 | NUS | NU SKIN ENTERPRISES INC | 0.40% | Reduce -66.1% | 889,275 | $41.08M | No quote | No quote |
| 42 | CR | CRANE CO | 0.40% | Reduce -30.7% | 718,060 | $40.73M | $56.72 | No quote |
| 43 | ATU | ACTUANT CORP | 0.38% | Add +6.2% | 1,727,824 | $39.07M | No quote | No quote |
| 44 | EV | EATON VANCE CORP | 0.38% | Reduce -45.7% | 1,105,180 | $39.06M | No quote | No quote |
| 45 | THR | THERMON GROUP HLDGS INC | 0.37% | Reduce -25.5% | 1,952,620 | $37.51M | $19.21 | No quote |
| 46 | SBH | SALLY BEAUTY HLDGS INC | 0.36% | New | 1,246,957 | $36.67M | No quote | No quote |
| 47 | SAFT | SAFETY INS GROUP INC | 0.33% | Reduce -17.8% | 551,650 | $33.97M | No quote | No quote |
| 48 | TUP | TUPPERWARE BRANDS CORP | 0.33% | Reduce -9.7% | 588,189 | $33.1M | No quote | No quote |
| 49 | NCI | NAVIGANT CONSULTING INC | 0.30% | Add +22.4% | 1,898,325 | $30.66M | No quote | No quote |
| 50 | COR | AMERISOURCEBERGEN CORP | 0.27% | New | 347,926 | $27.6M | No quote | No quote |
| 51 | MSM | MSC INDL DIRECT INC | 0.27% | Reduce -0.2% | 386,439 | $27.27M | $70.56 | No quote |
| 52 | MLKN | MILLER HERMAN INC | 0.24% | Add +26.1% | 814,958 | $24.36M | $29.89 | No quote |
| 53 | CW | CURTISS WRIGHT CORP | 0.22% | Reduce -0.3% | 264,559 | $22.29M | $84.25 | No quote |
| 54 | DCI | DONALDSON INC | 0.21% | Add +0.0% | 635,618 | $21.84M | $34.36 | No quote |
| 55 | WCC | WESCO INTL INC | 0.15% | New | 302,883 | $15.6M | $51.49 | No quote |
| 63 | ZAYO | ZAYO GROUP HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 62 | PLKI | POPEYES LA KITCHEN INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | PXD | PIONEER NAT RES CO | - | Sold | 0 | $0 | No quote | No quote |
| 60 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 59 | MKL | MARKEL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 58 | LECO | LINCOLN ELEC HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | IHG | INTERCONTINENTAL HOTELS GROU | - | Sold | 0 | $0 | No quote | No quote |
| 56 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |