Latticework

AltaRock Partners vs Vulcan Value Partners

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AltaRock Partners discloses $4.13B across 8 positions as of 2026Q1; Vulcan Value Partners (Vulcan Value Partners) discloses $3.77B across 33 as of 2026Q1. They overlap on 5 holdings.

The most similar books in the cohort — the two portfolios that overlap more than any other pair.

MetricBuffettVulcan Value Partners
Disclosed portfolio$4.13B$3.77B
Positions833
Top-5 concentration96%44%
Latest filing2026Q1 · May 15, 20262026Q1 · May 11, 2026
Cloning this 13F returned16.5%/yr over 11.4 yrs13.0%/yr over 12.2 yrs
S&P 500, same window13.5%/yr13.7%/yr

Clone returns replicate each manager's 13F at reported weights with the real disclosure lag; the S&P 500 figure beneath is measured over that manager's identical window (SPY total return). Because each manager has a different amount of 13F history, the two columns cover different spans — compare each manager against their own benchmark row, not across columns. Methodology.

Buffett's top 10

  1. AMZN38.2%
  2. TDG25.5%
  3. MSFT16.8%
  4. MCO9.1%
  5. MA6.3%
  6. V3.7%
  7. GOOGL0.3%
  8. HLT0.1%

Vulcan Value Partners's top 10

  1. EG11.8%
  2. MSFT10.9%
  3. AMZN8.8%
  4. UNH6.5%
  5. RYAN5.9%
  6. TRU5.9%
  7. TDG5.7%
  8. GOOG5.1%
  9. V5.1%
  10. MA5.1%

Where they agree

Shared holdingBuffett wt.Vulcan Value Partners wt.
AMZN38.2%8.8%
TDG25.5%5.7%
MSFT16.8%10.9%
MA6.3%5.1%
V3.7%5.1%

Where they diverge

Buffett's largest holding that Vulcan Value Partnersdoesn't own: MCO at 9.1% of the book. Vulcan Value Partners's largest holding Buffett doesn't own: EG at 11.8%.

From SEC EDGAR Form 13F-HR filings (2026Q1 / 2026Q1). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.