Long-term investor
Vulcan Value Partners, LLC @vulcanvaluepartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001556785).
Record
- Tracked since 2025-06-30 (450 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.9% · 1 year n/a · all -15.2%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EG · 11.3% · long · since 2025-06-30
- MSFT · 11.2% · long · since 2025-06-30
- RYAN · 9.1% · long · since 2025-09-30
- MA · 7.9% · long · since 2025-06-30
- AMZN · 7.2% · long · since 2025-06-30
- TDG · 6.9% · long · since 2025-06-30
- 03990B101 · 6.4% · long · since 2025-06-30
- TRU · 5.9% · long · since 2025-12-31
- 02079K107 · 5.8% · long · since 2025-06-30
- V · 4.8% · long · since 2025-06-30
- TPG · 2.9% · long · since 2025-06-30
- MEDP · 2.3% · long · since 2025-06-30