0001556785-15-000044.txt : 20150814 0001556785-15-000044.hdr.sgml : 20150814 20150814151212 ACCESSION NUMBER: 0001556785-15-000044 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vulcan Value Partners, LLC CENTRAL INDEX KEY: 0001556785 IRS NUMBER: 392051712 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15045 FILM NUMBER: 151055185 BUSINESS ADDRESS: STREET 1: THREE PROTECTIVE CENTER STREET 2: 2801 HIGHWAY 280 SOUTH, SUITE 300 CITY: BIRMINGHAM STATE: AL ZIP: 35223 BUSINESS PHONE: 205-803-1582 MAIL ADDRESS: STREET 1: THREE PROTECTIVE CENTER STREET 2: 2801 HIGHWAY 280 SOUTH, SUITE 300 CITY: BIRMINGHAM STATE: AL ZIP: 35223 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001556785 XXXXXXXX 06-30-2015 06-30-2015 false Vulcan Value Partners, LLC

Three Protective Center 2801 Highway 280 South, Suite 300 Birmingham AL 35223

13F HOLDINGS REPORT 028-15045 N Blevins Naff 205-803-1582 W. Blevins Naff Birmingham AL 08-13-2015 0 98 10716880 INFORMATION TABLE 2 infotable.xml ACI WORLDWIDE INC Common Stocks 004498101 269082 10951647 SH SOLE 10548862 0 402785 ACTUANT CORP Common Stocks 00508X203 32502 1407625 SH SOLE 1389716 0 17909 AETNA INC NEW Common Stocks 00817Y108 312163 2449112 SH SOLE 2138803 0 310309 ANTHEM INC Common Stocks 036752103 123620 753137 SH SOLE 659808 0 93329 APPLE INC Common Stocks 037833100 81666 651114 SH SOLE 567239 0 83875 ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 108918 2273857 SH SOLE 2230384 0 43473 AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 478128 8958730 SH SOLE 8128022 0 830708 BANK NEW YORK MELLON CORP Common Stocks 064058100 265727 6331363 SH SOLE 5574039 0 757324 BOEING CO Common Stocks 097023105 302177 2178322 SH SOLE 1944873 0 233449 CHECK POINT SOFTWARE TECH LT Common Stocks M22465104 86290 1084721 SH SOLE 957777 0 126944 CHEMED CORP NEW Common Stocks 16359R103 19324 147398 SH SOLE 145240 0 2158 CHUBB CORP Common Stocks 171232101 268211 2819115 SH SOLE 2496453 0 322662 CISCO SYS INC Common Stocks 17275R102 204423 7444392 SH SOLE 6503660 0 940732 COLGATE PALMOLIVE CO Common Stocks 194162103 68479 1046924 SH SOLE 918848 0 128076 CURTISS WRIGHT CORP Common Stocks 231561101 39744 548641 SH SOLE 542218 0 6423 DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 305405 9826389 SH SOLE 8558077 0 1268312 DISNEY WALT CO Common Stocks 254687106 273023 2392001 SH SOLE 2122181 0 269820 DONALDSON INC Common Stocks 257651109 27409 765610 SH SOLE 756970 0 8640 DOVER CORP Common Stocks 260003108 207883 2962141 SH SOLE 2628401 0 333740 EATON VANCE CORP Common Stocks 278265103 108142 2763656 SH SOLE 2716288 0 47368 ENERSYS Common Stocks 29275Y102 103053 1466107 SH SOLE 1434801 0 31306 EVEREST RE GROUP LTD Common Stocks G3223R108 353048 1939720 SH SOLE 1750327 0 189393 F5 NETWORKS INC Common Stocks 315616102 211346 1756093 SH SOLE 1532749 0 223344 FORWARD AIR CORP Common Stocks 349853101 27287 522138 SH SOLE 517544 0 4594 FOSSIL GROUP INC Common Stocks 34988V106 444244 6404900 SH SOLE 5857439 0 547461 FRANKLIN RES INC Common Stocks 354613101 401403 8186868 SH SOLE 7240309 0 946559 GRACO INC Common Stocks 384109104 18216 256462 SH SOLE 253104 0 3358 HENRY JACK & ASSOC INC Common Stocks 426281101 19578 302602 SH SOLE 298675 0 3927 MILLER HERMAN INC Common Stocks 600544100 11305 390781 SH SOLE 381705 0 9076 HONEYWELL INTL INC Common Stocks 438516106 80180 786310 SH SOLE 684487 0 101823 ITURAN LOCATION AND CONTROL Common Stocks M6158M104 61791 2478597 SH SOLE 2447689 0 30908 LINCOLN ELEC HLDGS INC Common Stocks 533900106 18139 297896 SH SOLE 294049 0 3847 LINDSAY CORP Common Stocks 535555106 87046 990176 SH SOLE 970875 0 19301 MASTERCARD INC Common Stocks 57636Q104 345786 3699041 SH SOLE 3274559 0 424482 MICROSOFT CORP Common Stocks 594918104 231745 5249025 SH SOLE 4601353 0 647672 MSC INDL DIRECT INC Common Stocks 553530106 271743 3894843 SH SOLE 3503981 0 390862 MSCI INC Common Stocks 55354G100 19677 319687 SH SOLE 315585 0 4102 NASDAQ OMX GROUP INC Common Stocks 631103108 280554 5747872 SH SOLE 5202467 0 545405 NATIONAL OILWELL VARCO INC Common Stocks 637071101 374107 7748675 SH SOLE 6952114 0 796561 NAVIGANT CONSULTING INC Common Stocks 63935N107 57291 3852789 SH SOLE 3811473 0 41316 NAVIGATORS GROUP INC Common Stocks 638904102 89140 1149307 SH SOLE 1134307 0 15000 NORDSON CORP Common Stocks 655663102 12781 164094 SH SOLE 162172 0 1922 NU SKIN ENTERPRISES INC Common Stocks 67018T105 135057 2865627 SH SOLE 2809738 0 55889 OMNICELL INC Common Stocks 68213N109 14917 395561 SH SOLE 390961 0 4600 ORACLE CORP Common Stocks 68389X105 762130 21300751 SH SOLE 18866500 0 2434251 PARKER HANNIFIN CORP Common Stocks 701094104 733519 6305505 SH SOLE 5591788 0 713717 PROASSURANCE CORP Common Stocks 74267C106 18288 395760 SH SOLE 390808 0 4952 QUALCOMM INC Common Stocks 747525103 87073 1390268 SH SOLE 1228387 0 161881 SABRE CORP Common Stocks 78573M104 18276 767888 SH SOLE 756697 0 11191 SAFETY INS GROUP INC Common Stocks 78648T100 33585 581962 SH SOLE 573400 0 8562 SCRIPPS NETWORKS INTERACT IN Common Stocks 811065101 127044 1943463 SH SOLE 1627032 0 316431 STATE STR CORP Common Stocks 857477103 336582 4371193 SH SOLE 3859802 0 511391 PRICE T ROWE GROUP INC Common Stocks 74144T108 223262 2872272 SH SOLE 2553925 0 318347 TIMKEN CO Common Stocks 887389104 18853 515527 SH SOLE 509322 0 6205 TIME WARNER INC Common Stocks 887317303 81342 930575 SH SOLE 805738 0 124837 TUPPERWARE BRANDS CORP Common Stocks 899896104 57469 890443 SH SOLE 874812 0 15631 UNILEVER N V Common Stocks 904784709 84493 2019435 SH SOLE 1760929 0 258506 VERIZON COMMUNICATIONS INC Common Stocks 92343V104 267971 5749217 SH SOLE 5075436 0 673781 VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 66934 506119 SH SOLE 499516 0 6603 VISA INC Common Stocks 92826C839 325973 4854396 SH SOLE 4316564 0 537832 WOODWARD INC Common Stocks 980745103 62876 1143410 SH SOLE 1128571 0 14839