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 34 of 57 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 9.84% | Reduce -3.0% | 22,026,871 | $1.1B | $50.14 | No quote |
| 2 | CVS | CVS HEALTH CORP | 5.51% | Add +1.4% | 7,689,383 | $618.69M | $80.46 | No quote |
| 3 | NOV | NATIONAL OILWELL VARCO INC | 5.12% | Add +5.7% | 17,425,713 | $574M | $32.94 | No quote |
| 4 | MCK | MCKESSON CORP | 4.79% | Reduce -3.9% | 3,267,211 | $537.59M | $164.54 | No quote |
| 5 | V | VISA INC | 4.45% | Add +12.6% | 5,328,143 | $499.67M | $93.78 | No quote |
| 6 | COR | AMERISOURCEBERGEN CORP | 4.44% | Reduce -1.2% | 5,265,850 | $497.78M | No quote | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 4.40% | Add +5.3% | 4,068,894 | $494.17M | $121.45 | No quote |
| 8 | AXS | AXIS CAPITAL HOLDINGS LTD | 3.81% | Add +2.2% | 6,618,307 | $427.91M | $64.66 | No quote |
| 9 | STT | STATE STR CORP | 3.80% | Reduce -1.9% | 4,753,666 | $426.55M | $89.73 | No quote |
| 10 | EG | EVEREST RE GROUP LTD | 3.40% | Reduce -4.0% | 1,497,957 | $381.37M | $254.59 | No quote |
| 11 | BA | BOEING CO | 3.27% | Add +12.6% | 1,853,511 | $366.53M | $197.75 | No quote |
| 12 | CAH | CARDINAL HEALTH INC | 3.03% | Add +1.5% | 4,357,447 | $339.53M | $77.92 | No quote |
| 13 | ELV | ANTHEM INC | 2.83% | Reduce -2.4% | 1,689,616 | $317.87M | $188.13 | No quote |
| 14 | BK | BANK NEW YORK MELLON CORP | 2.71% | Reduce -0.6% | 5,963,174 | $304.24M | $51.02 | No quote |
| 15 | CBRE | CBRE GROUP INC | 2.57% | Reduce -2.0% | 7,923,263 | $288.41M | $36.40 | No quote |
| 16 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.45% | Reduce -24.4% | 10,925,555 | $275.43M | No quote | No quote |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | 2.33% | Reduce -2.6% | 4,227,228 | $261.45M | $61.85 | No quote |
| 18 | QRVO | QORVO INC | 2.22% | Reduce -29.7% | 3,925,736 | $248.58M | $63.32 | No quote |
| 19 | SABR | SABRE CORP | 2.12% | Reduce -0.4% | 10,921,259 | $237.76M | $21.77 | No quote |
| 20 | AET | AETNA INC NEW | 2.07% | Reduce -2.6% | 1,527,217 | $231.88M | No quote | No quote |
| 21 | MCO | MOODYS CORP | 1.77% | Reduce -1.3% | 1,631,472 | $198.52M | $121.68 | No quote |
| 22 | JLL | JONES LANG LASALLE INC | 1.67% | Add +10.1% | 1,495,773 | $186.97M | $125.00 | No quote |
| 23 | PH | PARKER HANNIFIN CORP | 1.55% | Reduce -2.6% | 1,088,587 | $173.98M | $159.82 | No quote |
| 24 | SPGI | S&P GLOBAL INC | 1.55% | Reduce -1.4% | 1,190,375 | $173.78M | $145.99 | No quote |
| 25 | NTRS | NORTHERN TR CORP | 1.51% | Reduce -1.0% | 1,745,111 | $169.64M | $97.21 | No quote |
| 26 | ACIW | ACI WORLDWIDE INC | 1.49% | Reduce -15.8% | 7,470,187 | $167.11M | $22.37 | No quote |
| 27 | IHG | INTERCONTINENTAL HOTELS GROU | 1.42% | Add +2.9% | 2,873,564 | $159.57M | No quote | No quote |
| 28 | AHL | ASPEN INSURANCE HOLDINGS LTD | 1.17% | Reduce -0.1% | 2,626,145 | $130.91M | No quote | No quote |
| 29 | SCSS | SELECT COMFORT CORP | 1.14% | Reduce -46.5% | 3,592,547 | $127.5M | No quote | No quote |
| 30 | UNH | UNITEDHEALTH GROUP INC | 0.96% | Reduce -1.9% | 579,873 | $107.52M | $185.42 | No quote |
| 31 | ITRN | ITURAN LOCATION AND CONTROL | 0.95% | Reduce -0.3% | 3,413,962 | $106.86M | $31.30 | No quote |
| 32 | SWKS | SKYWORKS SOLUTIONS INC | 0.93% | Reduce -54.4% | 1,083,349 | $103.95M | $95.95 | No quote |
| 33 | TWX | TIME WARNER INC | 0.89% | Reduce -1.2% | 999,172 | $100.33M | No quote | No quote |
| 34 | BID | SOTHEBYS | 0.74% | Reduce -14.5% | 1,550,808 | $83.23M | No quote | No quote |
| 35 | VRTS | VIRTUS INVT PARTNERS INC | 0.74% | Reduce -22.0% | 747,117 | $82.89M | No quote | No quote |
| 36 | NAVG | NAVIGATORS GROUP INC | 0.70% | Reduce -8.6% | 1,429,087 | $78.46M | No quote | No quote |
| 37 | UTX | UNITED TECHNOLOGIES CORP | 0.61% | Add +59.2% | 563,496 | $68.81M | No quote | No quote |
| 38 | LQ | LA QUINTA HLDGS INC | 0.53% | Reduce -0.0% | 4,003,038 | $59.13M | No quote | No quote |
| 39 | FWRD | FORWARD AIR CORP | 0.50% | Reduce -0.8% | 1,060,409 | $56.5M | No quote | No quote |
| 40 | CACC | CREDIT ACCEP CORP MICH | 0.46% | New | 199,316 | $51.25M | $257.14 | No quote |
| 41 | LNN | LINDSAY CORP | 0.45% | Reduce -0.1% | 565,944 | $50.51M | No quote | No quote |
| 42 | WCC | WESCO INTL INC | 0.39% | New | 772,926 | $44.29M | $57.30 | No quote |
| 43 | WWD | WOODWARD INC | 0.39% | Add +57.8% | 642,457 | $43.42M | $67.58 | No quote |
| 44 | TUP | TUPPERWARE BRANDS CORP | 0.38% | Reduce -0.7% | 604,436 | $42.45M | No quote | No quote |
| 45 | ATU | ACTUANT CORP | 0.37% | Reduce -0.1% | 1,679,655 | $41.32M | No quote | No quote |
| 46 | CHH | CHOICE HOTELS INTL INC | 0.35% | Add +2.6% | 610,369 | $39.22M | $64.25 | No quote |
| 47 | CR | CRANE CO | 0.31% | Reduce -0.0% | 435,510 | $34.57M | $79.38 | No quote |
| 48 | NCI | NAVIGANT CONSULTING INC | 0.28% | Add +2.5% | 1,583,082 | $31.28M | No quote | No quote |
| 49 | MLKN | MILLER HERMAN INC | 0.28% | Reduce -0.0% | 1,020,469 | $31.02M | $30.40 | No quote |
| 50 | THR | THERMON GROUP HLDGS INC | 0.24% | Reduce -3.5% | 1,395,952 | $26.76M | $19.17 | No quote |
| 51 | OUT | OUTFRONT MEDIA INC | 0.13% | Reduce -10.4% | 606,989 | $14.03M | $23.12 | No quote |
| 57 | SBH | SALLY BEAUTY HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | PK | PARK HOTELS RESORTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | FOSL | FOSSIL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | ENS | ENERSYS | - | Sold | 0 | $0 | No quote | No quote |
| 53 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 52 | CSCO | CISCO SYS INC | - | Sold | 0 | $0 | No quote | No quote |