Vulcan Value Partners - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to December 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.00B
+239.11%
Winning Positions
+38.83%
80 wins / 206 positions
Average Gain (Winners)
$10.25M
+9,999%+ avg per position
Active Positions
40
77 losing positions
Portfolio Value Over Time
Total Positions Tracked
206
All holdings over time
Win/Loss Ratio
1.04
80 gains / 77 losses
Active vs. Exited
40 / 167
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| CG | The Carlyle Group Inc. | Financial Services | Mar 2020 | EXITED | $542.72K | $225.91M | $225.36M | +9,999%+ |
| CBRE | CBRE Group Inc | Real Estate | Dec 2016 | EXITED | $236.49K | $215.38M | $215.14M | +9,999%+ |
| NICE | NICE Ltd | Technology | Dec 2022 | EXITED | $166.87K | $108.79M | $108.62M | +9,999%+ |
| LYV | Live Nation Entertainment, Inc. | Communication Services | Jun 2013 | EXITED | $27.32K | $59.75M | $59.72M | +9,999%+ |
| ABT | Abbott Laboratories | Healthcare | Jun 2014 | EXITED | $32.00 | $41.92M | $41.92M | +9,999%+ |
| DNB | Dun & Bradstreet Holdings, Inc. | Financial Services | Jun 2023 | EXITED | $13.55K | $36.68M | $36.67M | +9,999%+ |
| SSNC | SS&C Technologies Holdings, Inc | Technology | Dec 2017 | EXITED | $150.11K | $35.02M | $34.87M | +9,999%+ |
| MAR | Marriott International | Consumer Cyclical | Dec 2013 | EXITED | $141.72K | $30.45M | $30.31M | +9,999%+ |
| SWKS | Skyworks Solutions, Inc. | Technology | Sep 2016 | EXITED | $382.53K | $23.95M | $23.57M | +6162.05% |
| G2717B108 | Cushman Wakefield | N/A | Sep 2018 | EXITED | $131.17K | $13.23M | $13.10M | +9985.66% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.