0001556785-17-000003.txt : 20170214 0001556785-17-000003.hdr.sgml : 20170214 20170214100803 ACCESSION NUMBER: 0001556785-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170214 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170214 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: 17603498 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 true false 0001556785 XXXXXXXX 12-31-2016 12-31-2016 false Vulcan Value Partners, LLC

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

13F HOLDINGS REPORT 028-15045 N W. Blevins Naff 205-803-1582 W. Blevins Naff Birmingham AL 02-14-2017 0 57 11383879 INFORMATION TABLE 2 infotable.xml ACI WORLDWIDE INC Common Stocks 004498101 166157 9154653 SH SOLE 8981779 0 172874 ACTUANT CORP Common Stocks 00508X203 40550 1562633 SH SOLE 1542342 0 20291 AETNA INC NEW Common Stocks 00817Y108 172963 1394753 SH SOLE 1234841 0 159912 AMERISOURCEBERGEN CORP Common Stocks 03073E105 425421 5440860 SH SOLE 4884083 0 556777 ANTHEM INC Common Stocks 036752103 438544 3050319 SH SOLE 2715740 0 334579 ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 149618 2720329 SH SOLE 2668394 0 51935 AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 518462 7943351 SH SOLE 7200823 0 742528 BANK NEW YORK MELLON CORP Common Stocks 064058100 280194 5913757 SH SOLE 5295672 0 618085 BOEING CO Common Stocks 097023105 289646 1860523 SH SOLE 1672128 0 188395 CARDINAL HEALTH INC Common Stocks 14149Y108 311826 4332718 SH SOLE 3844967 0 487751 CBRE GROUP INC Common Stocks 12504L109 236488 7509946 SH SOLE 6668885 0 841061 CEB INC Common Stocks 125134106 33811 557940 SH SOLE 551887 0 6053 CHOICE HOTELS INTL INC Common Stocks 169905106 33152 591473 SH SOLE 583834 0 7639 CISCO SYS INC Common Stocks 17275R102 177432 5871339 SH SOLE 5183291 0 688048 CRANE CO Common Stocks 224399105 22130 306849 SH SOLE 302787 0 4062 CVS HEALTH CORP Common Stocks 126650100 420930 5334307 SH SOLE 4736608 0 597699 DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 385925 14410942 SH SOLE 12933433 0 1477509 DISNEY WALT CO Common Stocks 254687106 226975 2177854 SH SOLE 1961652 0 216202 ENERSYS Common Stocks 29275Y102 43771 560445 SH SOLE 554275 0 6170 EVEREST RE GROUP LTD Common Stocks G3223R108 428745 1981260 SH SOLE 1795662 0 185598 FORWARD AIR CORP Common Stocks 349853101 50054 1056435 SH SOLE 1042978 0 13457 FOSSIL GROUP INC Common Stocks 34988V106 294020 11369693 SH SOLE 10470149 0 899544 FRANKLIN RES INC Common Stocks 354613101 213768 5400910 SH SOLE 4790989 0 609921 MILLER HERMAN INC Common Stocks 600544100 32480 949701 SH SOLE 937487 0 12214 HILTON WORLDWIDE HLDGS INC Common Stocks 43300A203 363139 13350701 SH SOLE 11979928 0 1370773 INTERCONTINENTAL HOTELS GROU Common Stocks 45857P608 199369 4497395 SH SOLE 3961423 0 535972 ISHARES TR Common Stocks 464287598 359 3203 SH SOLE 3203 0 0 ITURAN LOCATION AND CONTROL Common Stocks M6158M104 91393 3448782 SH SOLE 3416166 0 32616 JONES LANG LASALLE INC Common Stocks 48020Q107 124775 1234908 SH SOLE 1211275 0 23633 LA QUINTA HLDGS INC Common Stocks 50420D108 80176 5642199 SH SOLE 5590901 0 51298 LINDSAY CORP Common Stocks 535555106 43392 581585 SH SOLE 575427 0 6158 MASTERCARD INCORPORATED Common Stocks 57636Q104 394796 3823683 SH SOLE 3429029 0 394654 MCKESSON CORP Common Stocks 58155Q103 486125 3461194 SH SOLE 3119519 0 341675 NATIONAL OILWELL VARCO INC Common Stocks 637071101 610087 16295053 SH SOLE 14489487 0 1805566 NAVIGANT CONSULTING INC Common Stocks 63935N107 38251 1461066 SH SOLE 1447162 0 13904 NAVIGATORS GROUP INC Common Stocks 638904102 94559 803053 SH SOLE 794322 0 8731 ORACLE CORP Common Stocks 68389X105 870273 22633884 SH SOLE 20423173 0 2210711 OUTFRONT MEDIA INC Common Stocks 69007J106 23839 958540 SH SOLE 941075 0 17465 PARKER HANNIFIN CORP Common Stocks 701094104 158259 1130421 SH SOLE 1005321 0 125100 QORVO INC Common Stocks 74736K101 305996 5803082 SH SOLE 5167229 0 635853 SABRE CORP Common Stocks 78573M104 166315 6665950 SH SOLE 5930187 0 735763 SALLY BEAUTY HLDGS INC Common Stocks 79546E104 61867 2341677 SH SOLE 2311772 0 29905 SELECT COMFORT CORP Common Stocks 81616X103 136488 6033958 SH SOLE 5931863 0 102095 SKYWORKS SOLUTIONS INC Common Stocks 83088M102 296585 3972476 SH SOLE 3562362 0 410114 SOTHEBYS Common Stocks 835898107 79920 2005014 SH SOLE 1969609 0 35405 SPDR S&P 500 ETF TR Common Stocks 78462F103 3381 15126 SH SOLE 15126 0 0 STATE STR CORP Common Stocks 857477103 378153 4865592 SH SOLE 4302133 0 563459 THERMON GROUP HLDGS INC Common Stocks 88362T103 29310 1535371 SH SOLE 1517478 0 17893 TIME WARNER INC Common Stocks 887317303 144381 1495709 SH SOLE 1320653 0 175056 TUPPERWARE BRANDS CORP Common Stocks 899896104 31280 594451 SH SOLE 588173 0 6278 UNITEDHEALTH GROUP INC Common Stocks 91324P102 95623 597494 SH SOLE 523820 0 73674 VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 120737 1022759 SH SOLE 1001354 0 21405 VISA INC Common Stocks 92826C839 377563 4839570 SH SOLE 4346903 0 492667 WOODWARD INC Common Stocks 980745103 26496 383721 SH SOLE 378705 0 5016