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 35 of 41 rows. Rows without a quote are marked unavailable.


1	UPST	UPSTART HLDGS INC	7.23%	Add +179.4%	4,250,461	$1.35B	No quote	No quote
2	MA	MASTERCARD INCORPORATED	7.21%	Add +6.5%	3,858,999	$1.34B	$347.68
3	TDG	TRANSDIGM GROUP INC	6.86%	Add +3.6%	2,043,693	$1.28B	$624.57
4	AMZN	AMAZON COM INC	6.74%	Add +4.3%	381,653	$1.25B	$3285.04
5	KKR	KKR & CO INC	6.09%	Reduce -14.0%	18,603,128	$1.13B	$60.88
6	CRM	SALESFORCE COM INC	5.79%	Reduce -2.6%	3,971,610	$1.08B	$271.22
7	CG	CARLYLE GROUP INC	4.36%	Reduce -5.3%	17,162,398	$811.44M	$47.28
8	AMAT	APPLIED MATLS INC	4.20%	Add +97.5%	6,067,153	$781.03M	$128.73
9	GOOG	ALPHABET INC	4.16%	Reduce -5.8%	290,375	$773.94M	$2665.31
10	V	VISA INC	4.10%	Reduce -19.5%	3,421,291	$762.09M	$222.75
11	MSFT	MICROSOFT CORP	4.01%	Reduce -3.8%	2,647,917	$746.5M	$281.92
12	QRVO	QORVO INC	3.90%	Add +2.9%	4,336,192	$724.97M	$167.19
13	W	WAYFAIR INC	3.86%	Add +4.0%	2,813,084	$718.77M	$255.51
14	META	FACEBOOK INC	3.85%	Reduce -3.3%	2,111,410	$716.59M	$339.39
15	SWKS	SKYWORKS SOLUTIONS INC	3.68%	Add +8.7%	4,150,314	$683.89M	$164.78
16	NVDA	NVIDIA CORPORATION	3.61%	Reduce -30.7%4:1 split	3,242,629	$671.74M	$207.16
17	CSGP	COSTAR GROUP INC	3.29%	Add +0.1%	7,118,544	$612.62M	$86.06
18	HEI/A	HEICO CORP NEWCUSIP 422806208	2.81%	Add +2.6%	4,417,609	$523.18M	No quote	No quote
19	LRCX	LAM RESEARCH CORP	2.74%	New	896,631	$510.32M	$569.15
20	ELV	ANTHEM INC	2.34%	Reduce -1.0%	1,168,878	$435.76M	$372.80
21	SAP	SAP SE	1.47%	Reduce -53.4%	2,018,211	$273.28M	$135.41
22	CWK	CUSHMAN WAKEFIELD PLC	1.24%	Add +5.0%	12,413,478	$231.02M	$18.61
23	CRNC	CERENCE INC	0.82%	Reduce -10.2%	1,594,153	$153.21M	No quote	No quote
24	SSNC	SS&C TECHNOLOGIES HLDGS INC	0.52%	Reduce -76.0%	1,392,389	$96.63M	$69.40
25	VRTS	VIRTUS INVT PARTNERS INC	0.50%	Add +1.6%	300,329	$93.2M	No quote	No quote
26	CIGI	COLLIERS INTL GROUP INC	0.48%	Reduce -0.2%	693,535	$88.57M	$127.71
27	SMRT	SmartRent Inc	0.44%	New	6,242,638	$81.28M	$13.02
28	PK	PARK HOTELS & RESORTS INC	0.41%	Add +176.2%	4,020,246	$76.95M	$19.14
29	ABM	ABM INDS INC	0.41%	Add +19.3%	1,699,988	$76.52M	$45.01
30	LFUS	LITTELFUSE INC	0.40%	Add +54.7%	273,100	$74.63M	$273.27
31	CW	CURTISS WRIGHT CORP	0.35%	Add +19.9%	514,962	$64.98M	$126.18
32	PRG	PROG HOLDINGS INC	0.35%	Add +22.7%	1,533,080	$64.41M	$42.01
33	MEDP	MEDPACE HLDGS INC	0.31%	Add +37.0%	308,504	$58.39M	$189.28
34	ITRN	ITURAN LOCATION AND CONTROL	0.27%	Add +2.0%	1,953,990	$49.61M	$25.39
35	JLL	JONES LANG LASALLE INC	0.27%	Reduce -75.1%	199,326	$49.45M	$248.09
36	MLKN	MILLER HERMAN INC	0.26%	Add +12.2%	1,309,028	$49.3M	$37.66
37	CSL	CARLISLE COS INC	0.23%	Reduce -18.9%	213,033	$42.35M	$198.79
38	AYI	ACUITY BRANDS INC	0.22%	Reduce -0.8%	240,052	$41.62M	$173.37
39	ENS	ENERSYS	0.21%	Add +15.4%	523,385	$38.96M	$74.44
40	ESMT	EngageSmart Inc	0.03%	New	140,000	$4.77M	No quote	No quote
41	GE	General Electric Co	-	Sold	0	$0	No quote	No quote