Vulcan Value Partners
Streaks
New in this book this quarter: EFX, BMI, VEEV, IWD.
Over time
Filings
- Q2 2026 filed Jul 30, 26 $3.3B · 36 positions · 4 new · 1 exited full · Concentrated 4 new · 1 exited
- Q1 2026 filed May 11, 26 $3.8B · 33 positions · 1 new · 9 exited full · Concentrated 1 new · 9 exited
- Q4 2025 filed Feb 9, 26 $5.5B · 41 positions · 3 new · 2 exited full · Concentrated 3 new · 2 exited
- Q3 2025 filed Nov 10, 25 $5.5B · 40 positions · 3 new · 1 exited full · Concentrated 3 new · 1 exited
- Q2 2025 filed Aug 13, 25 $5.7B · 38 positions · 2 new · 3 exited full · Concentrated 2 new · 3 exited
- Q1 2025 filed May 8, 25 $5.3B · 39 positions · 2 new · 12 exited full · Concentrated 2 new · 12 exited
- Q4 2024 filed Feb 14, 25 $6.0B · 49 positions · 8 new · 2 exited full · Focused 8 new · 2 exited
- Q3 2024 filed Nov 13, 24 $6.0B · 43 positions · 1 new · 3 exited full · Focused 1 new · 3 exited
- Q2 2024 filed Aug 15, 24 $7.1B · 45 positions · 1 new · 2 exited full · Focused 1 new · 2 exited
- Q1 2024 filed May 14, 24 $6.9B · 46 positions · 4 new · 4 exited full · Focused 4 new · 4 exited
- Q4 2023 filed Feb 13, 24 $6.8B · 46 positions · 1 new · 0 exited full · Focused 1 new · 0 exited
- Q3 2023 filed Nov 14, 23 $6.6B · 45 positions · 3 new · 2 exited full · Focused 3 new · 2 exited
- Q2 2023 filed Aug 14, 23 $8.0B · 44 positions · 4 new · 3 exited full · Focused 4 new · 3 exited
- Q1 2023 filed May 15, 23 $7.9B · 43 positions · 5 new · 3 exited full · Focused 5 new · 3 exited
- Q4 2022 filed Feb 14, 23 $7.4B · 41 positions · 6 new · 2 exited full · Focused 6 new · 2 exited
- Q3 2022 filed Nov 14, 22 $8.5B · 37 positions · 3 new · 5 exited full · Focused 3 new · 5 exited
- Q2 2022 filed Aug 15, 22 $10.2B · 39 positions · 5 new · 1 exited full · Focused 5 new · 1 exited
- Q1 2022 filed May 16, 22 $16.3B · 35 positions · 0 new · 4 exited full · Focused 0 new · 4 exited
- Q4 2021 filed Mar 4, 22 $39.1B · 39 positions · 5 new · 6 exited full · Focused 5 new · 6 exited
- Q3 2021 filed Nov 15, 21 $18.6B · 40 positions · 3 new · 1 exited full · Focused 3 new · 1 exited
- Q2 2021 filed Aug 16, 21 $18.4B · 38 positions · 2 new · 4 exited full · Focused 2 new · 4 exited
- Q1 2021 filed May 17, 21 $16.9B · 40 positions · 3 new · 1 exited full · Focused 3 new · 1 exited
- Q4 2020 filed Feb 16, 21 $15.5B · 38 positions · 4 new · 6 exited full · Focused 4 new · 6 exited
- Q3 2020 filed Nov 16, 20 $12.9B · 40 positions · 5 new · 7 exited full · Concentrated 5 new · 7 exited
- Q2 2020 filed Aug 14, 20 $12.7B · 42 positions · 6 new · 4 exited full · Concentrated 6 new · 4 exited
- Q1 2020 filed May 15, 20 $9.6B · 40 positions · 4 new · 18 exited full · Concentrated 4 new · 18 exited
- Q4 2019 filed Nov 14, 19 $13.0B · 54 positions · 10 new · 6 exited full · Focused 10 new · 6 exited
- Q3 2019 filed Nov 14, 19 $11.8B · 50 positions · 4 new · 12 exited full · Focused 4 new · 12 exited
- Q2 2019 filed May 14, 19 $11.2B · 58 positions · 5 new · 1 exited full · Focused 5 new · 1 exited
- Q1 2019 filed May 16, 19 $11.6B · 54 positions · 2 new · 4 exited full · Focused 2 new · 4 exited
- Q4 2018 filed Feb 14, 19 $10.8B · 56 positions · 4 new · 4 exited full · Focused 4 new · 4 exited
- Q3 2018 filed Nov 14, 18 $13.7B · 56 positions · 5 new · 6 exited full · Focused 5 new · 6 exited
- Q2 2018 filed Aug 14, 18 $12.9B · 57 positions · 10 new · 10 exited full · Focused 10 new · 10 exited
- Q4 2017 filed Feb 14, 18 $12.2B · 57 positions · 7 new · 2 exited full · Focused 7 new · 2 exited
- Q3 2017 filed Nov 14, 17 $11.7B · 52 positions · 6 new · 5 exited full · Focused 6 new · 5 exited
- Q2 2017 filed Aug 14, 17 $11.2B · 51 positions · 3 new · 7 exited full · Focused 3 new · 7 exited
- Q1 2017 filed May 15, 17 $11.6B · 55 positions · 15 new · 15 exited full · Focused 15 new · 15 exited
- Q2 2016 filed Aug 15, 16 $10.2B · 55 positions · 8 new · 8 exited full · Focused 8 new · 8 exited
- Q1 2016 filed May 16, 16 $11.1B · 55 positions · 8 new · 8 exited full · Focused 8 new · 8 exited
- Q3 2015 filed Nov 16, 15 $10.3B · 55 positions · 12 new · 20 exited full · Focused 12 new · 20 exited
- Q1 2015 filed May 15, 15 $10.0B · 63 positions · 18 new · 57 exited full · Focused 18 new · 57 exited
- Q2 2014 filed Aug 12, 14 $6.8B · 102 positions · 46 new · 5 exited full · Focused 46 new · 5 exited
- Q1 2014 filed May 13, 14 $5.7B · 61 positions · 14 new · 5 exited full · Focused 14 new · 5 exited
- Q4 2013 filed Feb 11, 14 $4.8B · 52 positions · 4 new · 5 exited full · Focused 4 new · 5 exited
- Q3 2013 filed Nov 12, 13 $3.3B · 53 positions · 3 new · 5 exited full · Focused 3 new · 5 exited
- Q2 2013 filed Aug 12, 13 $2.3B · 55 positions · 0 new · 0 exited full · Focused 0 new · 0 exited





