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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 34 of 41 rows. Rows without a quote are marked unavailable.


1	MA	MASTERCARD INCORPORATED	7.73%	Add +11.9%	3,677,184	$1.31B	$356.05
2	TDG	TRANSDIGM GROUP INC	7.06%	Add +1.8%	2,033,895	$1.2B	$587.92
3	KKR	KKR & CO INC	6.98%	Reduce -3.6%	24,202,394	$1.18B	$48.85
4	AMZN	AMAZON COM INC	6.69%	Add +24.0%	366,266	$1.13B	$3094.08
5	V	VISA INC	5.61%	Add +37.6%	4,484,904	$949.59M	$211.73
6	CRM	SALESFORCE COM INC	5.28%	Add +35.5%	4,222,384	$894.6M	$211.87
7	W	WAYFAIR INC	4.83%	Add +20.5%	2,596,246	$817.17M	$314.75
8	QRVO	QORVO INC	4.72%	Reduce -5.4%	4,373,653	$799.07M	$182.70
9	NVDA	NVIDIA CORPORATION	4.46%	New	1,415,791	$755.93M	$533.93
10	CG	CARLYLE GROUP INC	4.27%	Reduce -22.6%	19,666,965	$722.96M	$36.76
11	SWKS	SKYWORKS SOLUTIONS INC	4.22%	Reduce -12.8%	3,894,461	$714.56M	$183.48
12	GOOG	ALPHABET INC	4.05%	Reduce -19.0%	331,548	$685.85M	$2068.63
13	MSFT	MICROSOFT CORP	3.97%	Reduce -4.2%	2,852,769	$672.6M	$235.77
14	META	FACEBOOK INC	3.97%	Add +17.3%	2,282,486	$672.26M	$294.53
15	SAP	SAP SE	3.26%	New	4,497,599	$552M	$122.73
16	CSGP	COSTAR GROUP INC	3.22%	Add +33.4%	663,575	$545.39M	$821.89
17	HEI/A	HEICO CORP NEWCUSIP 422806208	2.86%	Add +31.3%	4,263,689	$484.36M	No quote	No quote
18	JLL	JONES LANG LASALLE INC	2.78%	Reduce -46.9%	2,627,447	$470.42M	$179.04
19	ELV	ANTHEM INC	2.76%	Reduce -28.5%	1,299,779	$466.56M	$358.95
20	SSNC	SS&C TECHNOLOGIES HLDGS INC	2.41%	Add +5.1%	5,842,794	$408.24M	$69.87
21	GE	GENERAL ELECTRIC CO	2.23%	Reduce -44.8%	28,752,051	$377.51M	$13.13
22	CWK	CUSHMAN WAKEFIELD PLC	1.11%	Add +1.2%	11,509,353	$187.83M	$16.32
23	UPST	UPSTART HLDGS INC	0.75%	Reduce -38.2%	983,088	$126.68M	No quote	No quote
24	CRNC	CERENCE INC	0.56%	Reduce -9.3%	1,049,229	$93.99M	No quote	No quote
25	ABM	ABM INDS INC	0.43%	Add +15.8%	1,421,791	$72.53M	$51.01
26	VRTS	VIRTUS INVT PARTNERS INC	0.39%	Reduce -5.7%	278,640	$65.62M	No quote	No quote
27	CIGI	COLLIERS INTL GROUP INC	0.37%	Add +13.2%	640,878	$62.96M	$98.24
28	CSL	CARLISLE COS INC	0.34%	Add +62.8%	345,754	$56.9M	$164.58
29	AYI	ACUITY BRANDS INC	0.29%	Reduce -3.1%	301,024	$49.67M	$165.00
30	KNL	KNOLL INC	0.29%	Reduce -9.8%	2,977,324	$49.16M	No quote	No quote
31	HLT	HILTON WORLDWIDE HLDGS INC	0.29%	Reduce -93.3%	401,501	$48.55M	$120.92
32	MLKN	MILLER HERMAN INC	0.28%	Add +7.1%	1,149,897	$47.32M	$41.15
33	CW	CURTISS WRIGHT CORP	0.27%	Add +9.2%	391,637	$46.45M	$118.60
34	PRG	PROG HOLDINGS INC	0.27%	Add +17.3%	1,064,240	$46.07M	$43.29
35	ITRN	ITURAN LOCATION AND CONTROL	0.27%	Reduce -13.0%	2,150,866	$45.66M	$21.23
36	ENS	ENERSYS	0.26%	Reduce -17.1%	486,481	$44.17M	$90.80
37	LFUS	LITTELFUSE INC	0.22%	Reduce -11.3%	140,780	$37.23M	$264.44
38	PK	PARK HOTELS & RESORTS INC	0.17%	Reduce -61.8%	1,330,362	$28.71M	$21.58
39	TPX	TEMPUR SEALY INTL INC	0.08%	New	380,253	$13.9M	No quote	No quote
40	CVS	CVS HEALTH CORP	0.00%	Reduce -99.7%	8,751	$658K	$75.19
41	COHR	COHERENT INC	-	Sold	0	$0	No quote	No quote