Vulcan Value Partners - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 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)
+5.52B
+9,999%+
Winning Positions
+48.04%
98 wins / 204 positions
Average Gain (Winners)
$53.29M
+9,999%+ avg per position
Active Positions
40
58 losing positions
Portfolio Value Over Time
Total Positions Tracked
204
All holdings over time
Win/Loss Ratio
1.69
98 gains / 58 losses
Active vs. Exited
40 / 165
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 % |
|---|---|---|---|---|---|---|---|---|
| EG | Everest Group | N/A | Jun 2013 | ACTIVE | $106.69K | $496.51M | $496.41M | +9,999%+ |
| UNH | UnitedHealth Group Incorporated | Healthcare | Sep 2016 | ACTIVE | $130.12K | $413.88M | $413.75M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2018 | ACTIVE | $381.54K | $412.95M | $412.57M | +9,999%+ |
| CRM | Salesforce, Inc. | Technology | Jun 2020 | ACTIVE | $357.17K | $371.21M | $370.86M | +9,999%+ |
| TDG | Transdigm Group Incorporated | Industrials | Jun 2020 | ACTIVE | $458.27K | $328.98M | $328.52M | +9,999%+ |
| CSGP | CoStar Group, Inc. | Real Estate | Sep 2020 | ACTIVE | $389.00K | $323.20M | $322.81M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Sep 2016 | ACTIVE | $242.00 | $268.04M | $268.03M | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Jun 2013 | ACTIVE | $71.65K | $265.23M | $265.16M | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2013 | ACTIVE | $52.81K | $256.64M | $256.59M | +9,999%+ |
| CG | The Carlyle Group Inc. | Financial Services | Mar 2020 | EXITED | $542.72K | $225.91M | $225.36M | +9,999%+ |
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.