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.

Get email alerts when Vulcan Value Partners files a new 13F — sign in or create a free account.

Filing period

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

Live quotes available for 34 of 42 rows. Rows without a quote are marked unavailable.


1	MA	MASTERCARD INCORPORATED	7.17%	Reduce -1.4%	3,623,953	$1.32B	$365.09
2	KKR	KKR & CO INC	6.95%	Reduce -10.7%	21,623,750	$1.28B	$59.24
3	TDG	TRANSDIGM GROUP INC	6.93%	Reduce -3.0%	1,973,114	$1.28B	$647.29
4	AMZN	AMAZON COM INC	6.82%	Reduce -0.1%	365,757	$1.26B	$3440.16
5	CRM	SALESFORCE COM INC	5.40%	Reduce -3.4%	4,078,796	$996.33M	$244.27
6	V	VISA INC	5.39%	Reduce -5.3%	4,249,426	$993.6M	$233.82
7	NVDA	NVIDIA CORPORATION	5.08%	Reduce -17.3%	1,170,419	$936.45M	$800.10
8	W	WAYFAIR INC	4.63%	Add +4.2%	2,704,793	$853.93M	$315.71
9	CG	CARLYLE GROUP INC	4.57%	Reduce -7.9%	18,120,791	$842.25M	$46.48
10	QRVO	QORVO INC	4.47%	Reduce -3.6%	4,215,996	$824.86M	$195.65
11	GOOG	ALPHABET INC	4.19%	Reduce -7.1%	308,132	$772.28M	$2506.32
12	META	FACEBOOK INC	4.12%	Reduce -4.3%	2,183,243	$759.14M	$347.71
13	MSFT	MICROSOFT CORP	4.04%	Reduce -3.5%	2,751,983	$745.51M	$270.90
14	SWKS	SKYWORKS SOLUTIONS INC	3.97%	Reduce -2.0%	3,817,307	$731.97M	$191.75
15	SAP	SAP SE	3.31%	Reduce -3.7%	4,331,564	$610.22M	$140.88
16	CSGP	COSTAR GROUP INC	3.19%	Add +7.1%10:1 split	7,108,452	$588.72M	$82.82
17	HEI/A	HEICO CORP NEWCUSIP 422806208	2.90%	Add +1.0%	4,307,011	$534.85M	No quote	No quote
18	ELV	ANTHEM INC	2.44%	Reduce -9.2%	1,180,580	$450.75M	$381.80
19	AMAT	APPLIED MATLS INC	2.37%	New	3,071,614	$437.4M	$142.40
20	SSNC	SS&C TECHNOLOGIES HLDGS INC	2.27%	Reduce -0.6%	5,808,059	$418.53M	$72.06
21	GE	General Electric Co	1.99%	Reduce -5.1%	27,295,289	$367.4M	$13.46
22	CWK	CUSHMAN WAKEFIELD PLC	1.12%	Add +2.7%	11,819,175	$206.48M	$17.47
23	UPST	UPSTART HLDGS INC	1.03%	Add +54.7%	1,521,104	$189.99M	No quote	No quote
24	CRNC	CERENCE INC	1.03%	Add +69.1%	1,774,517	$189.36M	No quote	No quote
25	JLL	JONES LANG LASALLE INC	0.85%	Reduce -69.5%	800,264	$156.42M	$195.46
26	VRTS	VIRTUS INVT PARTNERS INC	0.45%	Add +6.1%	295,579	$82.1M	No quote	No quote
27	CIGI	COLLIERS INTL GROUP INC	0.42%	Add +8.5%	695,158	$77.84M	$111.98
28	ABM	ABM INDS INC	0.34%	Add +0.2%	1,424,564	$63.18M	$44.35
29	PRG	PROG HOLDINGS INC	0.33%	Add +17.4%	1,249,816	$60.15M	$48.13
30	MLKN	MILLER HERMAN INC	0.30%	Add +1.5%	1,166,890	$55.01M	$47.14
31	ITRN	ITURAN LOCATION AND CONTROL	0.28%	Reduce -10.9%	1,915,365	$52.18M	$27.24
32	CW	CURTISS WRIGHT CORP	0.28%	Add +9.7%	429,485	$51.01M	$118.76
33	CSL	CARLISLE COS INC	0.27%	Reduce -24.1%	262,581	$50.25M	$191.38
34	AYI	ACUITY BRANDS INC	0.25%	Reduce -19.6%	241,965	$45.26M	$187.03
35	LFUS	LITTELFUSE INC	0.24%	Add +25.4%	176,584	$44.99M	$254.79
36	ENS	ENERSYS	0.24%	Reduce -6.8%	453,525	$44.32M	$97.73
37	MEDP	MEDPACE HLDGS INC	0.22%	New	225,176	$39.77M	$176.63
38	PK	PARK HOTELS & RESORTS INC	0.16%	Add +9.4%	1,455,832	$30.01M	$20.61
42	TPX	TEMPUR SEALY INTL INC	-	Sold	0	$0	No quote	No quote
41	KNL	KNOLL INC	-	Sold	0	$0	No quote	No quote
40	HLT	HILTON WORLDWIDE HLDGS INC	-	Sold	0	$0	No quote	No quote
39	CVS	CVS HEALTH CORP	-	Sold	0	$0	No quote	No quote