C.T. Fitzpatrick - Vulcan Value Partners 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 10, 2026, the Vulcan Value Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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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