Vulcan Value Partners
Superinvestor profile · Rank #109 by reported 13F value (2026 Q2 filers) · CIK 0001556785 · All profiles
Founded 2007Birmingham, Alabama, U.S.Long-only value, high-quality companies at discounts to intrinsic valueKey person: C.T. Fitzpatrick
Reported 13F value
$3.3B
Period 2026-06-30 · Filed 2026-08-10
Positions
36
Top 10 = 76.6% of value
Clone CAGR (full window)
+12.8%
2016-11-14 → 2026-10-02 · cumulative +230%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-43%
Month-end values, approximate
Latest-quarter activity
4 new · 1 exited
6 increased · 26 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +12.85% | Cumulative +230.2% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +5.00% | |
| Trailing 3Y | +15.16% | |
| Trailing 1Y | -0.49% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| EG | Everest Group Ltd | 11.28% | $370M |
| MSFT | Microsoft Corp | 11.21% | $368M |
| RYAN | Ryan Specialty Holdings Inc | 9.09% | $299M |
| MA | Mastercard Incorporated | 7.86% | $258M |
| AMZN | Amazon Com Inc | 7.20% | $237M |
| TDG | Transdigm Group Inc | 6.91% | $227M |
| ARES | Ares Management Corporation | 6.45% | $212M |
| TRU | Transunion | 5.94% | $195M |
| GOOG | Alphabet Inc | 5.80% | $191M |
| V | Visa Inc | 4.84% | $159M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-10). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 88.1% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.prnewswire.co.uk/news-releases/vulcan-value-partners-opening-large-cap-programs-to-new-investors-808349945.html — Established by C.T. Fitzpatrick in 2007 and headquartered in Birmingham, Alabama. Research-focused manager of Large Cap Value, Small Cap Value and concentrated Focus strategies.