Vulcan Value Partners, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2023-09-30 (15.06% strategy return, 10.11% benchmark, 4.95% excess, 17.77% turnover), while the weakest was 2025-12-31 (1.98% strategy return, 9.57% benchmark, -7.59% excess, 16.70% turnover). Those periods should be read alongside baseline metrics of return 12.36%, alpha -1.98%, beta 1.09, Sharpe 0.66, Sortino 0.82, and max drawdown -39.60% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 56.50%, top 10 86.32%, top 20 99.00%. The largest names are EG (Everest Group, Ltd.) 15.18%, MSFT (Microsoft Corporation) 14.00%, AMZN (Amazon.com, Inc.) 11.33%, UNH (UnitedHealth Group Incorporated) 8.42%, and TRU (TransUnion) 7.57%, and the largest sector exposures are Financials 35.14%, Information Technology 18.76%, and Industrials 17.23%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by EG (Everest Group, Ltd.) 15.18%, MSFT (Microsoft Corporation) 14.00%, and AMZN (Amazon.com, Inc.) 11.33%, with sector exposure of Financials 35.14%, Information Technology 18.76%, and Industrials 17.23%. The baseline metrics show return 12.36%, alpha -1.98%, beta 1.09, Sharpe 0.66, Sortino 0.82, and max drawdown -39.60%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.