C.T. Fitzpatrick - Vulcan Value Partners 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Vulcan Value Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - Apple Inc., ACI Worldwide, Inc., Franklin Resources, Inc., The Bank of New York Mellon Cor, Chemed Corp, and 32 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+291,585
|
|
Q2 2013
|
ACIW
ACI Worldwide, Inc.
|
Buy - Position Entry |
+850,955
|
|
Q2 2013
|
BEN
Franklin Resources, Inc.
|
Buy - Position Entry |
+500,179
|
|
Q2 2013
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+3,102,213
|
|
Q2 2013
|
CHE
Chemed Corp
|
Buy - Position Entry |
+454,370
|
|
Q2 2013
|
CHKP
Check Point
|
Buy - Position Entry |
+1,297,095
|
|
Q2 2013
|
CME
CME Group Inc.
|
Buy - Position Entry |
+438,066
|
|
Q2 2013
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+2,955,095
|
|
Q2 2013
|
CW
Curtiss-Wright Corporation
|
Buy - Position Entry |
+556,595
|
|
Q2 2013
|
DCI
Donaldson Company, Inc.
|
Buy - Position Entry |
+466,954
|
|
Q2 2013
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+976,287
|
|
Q2 2013
|
DOV
Dover Corporation
|
Buy - Position Entry |
+1,033,343
|
|
Q2 2013
|
EG
Everest Group
|
Buy - Position Entry |
+831,802
|
|
Q2 2013
|
FICO
Fair Isaac Corporation
|
Buy - Position Entry |
+510,281
|
|
Q2 2013
|
GPN
Global Payments Inc.
|
Buy - Position Entry |
+505,082
|
|
Q2 2013
|
KO
Coca-Cola Company (The)
|
Buy - Position Entry |
+1,490,955
|
|
Q2 2013
|
LECO
Lincoln Electric Holdings, Inc.
|
Buy - Position Entry |
+233,961
|
|
Q2 2013
|
LYV
Live Nation Entertainment, Inc.
|
Buy - Position Entry |
+1,762,698
|
|
Q2 2013
|
M6158M104
Ituran
|
Buy - Position Entry |
+1,214,986
|
|
Q2 2013
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+124,722
|
|
Q2 2013
|
MG
Mistras Group Inc
|
Buy - Position Entry |
+613,475
|
|
Q2 2013
|
MSCI
MSCI Inc.
|
Buy - Position Entry |
+376,181
|
|
Q2 2013
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+1
|
|
Q2 2013
|
NDAQ
Nasdaq, Inc.
|
Buy - Position Entry |
+2,862,886
|
|
Q2 2013
|
NDSN
Nordson Corporation
|
Buy - Position Entry |
+94,386
|
|
Q2 2013
|
NEU
NewMarket Corp
|
Buy - Position Entry |
+24,772
|
|
Q2 2013
|
ORCL
Oracle Corporation
|
Buy - Position Entry |
+3,595,626
|
|
Q2 2013
|
OTEX
Open Text Corporation
|
Buy - Position Entry |
+194,538
|
|
Q2 2013
|
PH
Parker-Hannifin Corporation
|
Buy - Position Entry |
+529,926
|
|
Q2 2013
|
PRA
ProAssurance Corporation
|
Buy - Position Entry |
+255,692
|
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