What did Vulcan Value Partners actually do?

A source-backed history of material decisions from Vulcan Value Partners. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 24
Stocks observed: 10
Outcomes observed: 24

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 10, 2026
41d lag
AMZNTRIM-37.8%
Vulcan Value Partners · 8.8% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
38 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 10, 2026
41d lag
MAADD+31.3%
Vulcan Value Partners · 7.9% of reported portfolio
Original SEC filing ↗
-1.8% vs SPY
38 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 10, 2026
41d lag
UNHTRIM-92.6%
Vulcan Value Partners · 6.5% of reported portfolio
Original SEC filing ↗
-7.1% vs SPY
38 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 10, 2026
41d lag
GOOGTRIM-20.3%
Vulcan Value Partners · 5.1% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
38 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 10, 2026
41d lag
VTRIM-27.6%
Vulcan Value Partners · 5.1% of reported portfolio
Original SEC filing ↗
-0.7% vs SPY
38 sessions after disclosure
direction supported so far
Q1 2026
filed May 11, 2026
41d lag
CRMTRIM-87.3%
Vulcan Value Partners · 7.4% of reported portfolio
Original SEC filing ↗
+10.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 11, 2026
41d lag
GOOGTRIM-27.4%
Vulcan Value Partners · 5.3% of reported portfolio
Original SEC filing ↗
-15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 11, 2026
41d lag
FISVTRIM-23.9%
Vulcan Value Partners · 1.7% of reported portfolio
Original SEC filing ↗
-8.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Mar 17, 2026
76d lag
FISVADD+79.0%
Vulcan Value Partners · 1.7% of reported portfolio
Original SEC filing ↗
-26.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 10, 2025
41d lag
GOOGTRIM-37.1%
Vulcan Value Partners · 5.6% of reported portfolio
Original SEC filing ↗
+5.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
UNHADD+696.2%
Vulcan Value Partners · 7.0% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
VTRIM-25.9%
Vulcan Value Partners · 5.9% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
MATRIM-23.8%
Vulcan Value Partners · 5.9% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
CRMADD+47.6%
Vulcan Value Partners · 5.3% of reported portfolio
Original SEC filing ↗
-1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 8, 2025
38d lag
UNHADD+35.3%
Vulcan Value Partners · 1.5% of reported portfolio
Original SEC filing ↗
-46.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 8, 2025
38d lag
FISVEXITEXIT
Vulcan Value Partners · 0.5% of reported portfolio
Original SEC filing ↗
-40.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MSFTADD+44.5%
Vulcan Value Partners · 8.4% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CRMTRIM-46.0%
Vulcan Value Partners · 6.4% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
FISVTRIM-67.1%
Vulcan Value Partners · 1.3% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
UNHNEWNEW
Vulcan Value Partners · 1.0% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
KKRTRIM-36.6%
Vulcan Value Partners · 4.4% of reported portfolio
Original SEC filing ↗
-9.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
KMXTRIM-21.4%
Vulcan Value Partners · 1.9% of reported portfolio
Original SEC filing ↗
+10.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
FISVTRIM-26.0%
Vulcan Value Partners · 1.3% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
UNHEXITEXIT
Vulcan Value Partners · 1.2% of reported portfolio
Original SEC filing ↗
-18.7% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.