0001556785-17-000035.txt : 20170515 0001556785-17-000035.hdr.sgml : 20170515 20170515102228 ACCESSION NUMBER: 0001556785-17-000035 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 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: 17841914 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 03-31-2017 03-31-2017 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 05-15-2017 0 55 11581663 INFORMATION TABLE 2 infotable.xml ACI WORLDWIDE INC Common Stocks 004498101 189755 8871216 SH SOLE 8698342 0 172874 ACTUANT CORP Common Stocks 00508X203 44317 1681857 SH SOLE 1661566 0 20291 AETNA INC NEW Common Stocks 00817Y108 199999 1568008 SH SOLE 1409238 0 158770 AMERISOURCEBERGEN CORP Common Stocks 03073E105 471641 5329275 SH SOLE 4799556 0 529719 ANTHEM INC Common Stocks 036752103 286231 1730750 SH SOLE 1528097 0 202653 ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 136836 2628924 SH SOLE 2579756 0 49168 AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 434057 6475573 SH SOLE 5865512 0 610061 BANK NEW YORK MELLON CORP Common Stocks 064058100 283443 6001339 SH SOLE 5412095 0 589244 BOEING CO Common Stocks 097023105 291213 1646573 SH SOLE 1472488 0 174085 CARDINAL HEALTH INC Common Stocks 14149Y108 349947 4291200 SH SOLE 3827949 0 463251 CBRE GROUP INC Common Stocks 12504L109 281274 8084900 SH SOLE 7262345 0 822555 CHOICE HOTELS INTL INC Common Stocks 169905106 37247 595005 SH SOLE 587366 0 7639 CISCO SYS INC Common Stocks 17275R102 102386 3029164 SH SOLE 2588979 0 440185 CRANE CO Common Stocks 224399105 32601 435672 SH SOLE 430585 0 5087 CVS HEALTH CORP Common Stocks 126650100 595545 7586549 SH SOLE 6807066 0 779483 DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 409165 14453035 SH SOLE 13044227 0 1408808 DISNEY WALT CO Common Stocks 254687106 178092 1570614 SH SOLE 1412044 0 158570 ENERSYS Common Stocks 29275Y102 46449 588403 SH SOLE 582233 0 6170 EVEREST RE GROUP LTD Common Stocks G3223R108 364751 1560031 SH SOLE 1430563 0 129468 FORWARD AIR CORP Common Stocks 349853101 50858 1069114 SH SOLE 1055657 0 13457 FOSSIL GROUP INC Common Stocks 34988V106 198718 11387845 SH SOLE 10527870 0 859975 MILLER HERMAN INC Common Stocks 600544100 32198 1020537 SH SOLE 1008323 0 12214 HILTON WORLDWIDE HLDGS INC Common Stocks 43300A203 253779 4341075 SH SOLE 3906129 0 434946 INTERCONTINENTAL HOTELS GROU Common Stocks 45857P608 136672 2793207 SH SOLE 2459771 0 333436 ITURAN LOCATION AND CONTROL Common Stocks M6158M104 105587 3422591 SH SOLE 3389975 0 32616 JONES LANG LASALLE INC Common Stocks 48020Q107 151485 1359221 SH SOLE 1332570 0 26651 LA QUINTA HLDGS INC Common Stocks 50420D108 54125 4003358 SH SOLE 3966642 0 36716 LINDSAY CORP Common Stocks 535555106 49895 566218 SH SOLE 560060 0 6158 MASTERCARD INCORPORATED Common Stocks 57636Q104 434767 3865633 SH SOLE 3487461 0 378172 MCKESSON CORP Common Stocks 58155Q103 504214 3400880 SH SOLE 3075506 0 325374 MOODYS CORP Common Stocks 615369105 185255 1653477 SH SOLE 1473944 0 179533 NATIONAL OILWELL VARCO INC Common Stocks 637071101 661021 16488429 SH SOLE 14650031 0 1838398 NAVIGANT CONSULTING INC Common Stocks 63935N107 35307 1544469 SH SOLE 1530565 0 13904 NAVIGATORS GROUP INC Common Stocks 638904102 84938 1564227 SH SOLE 1548365 0 15862 NORTHERN TR CORP Common Stocks 665859104 152660 1763224 SH SOLE 1529708 0 233516 ORACLE CORP Common Stocks 68389X105 1013046 22708953 SH SOLE 20455590 0 2253363 OUTFRONT MEDIA INC Common Stocks 69007J106 17977 677111 SH SOLE 663708 0 13403 PARK HOTELS RESORTS INC Common Stocks 700517105 4991 194437 SH SOLE 177292 0 17145 PARKER HANNIFIN CORP Common Stocks 701094104 179152 1117459 SH SOLE 998756 0 118703 QORVO INC Common Stocks 74736K101 382890 5584735 SH SOLE 4980430 0 604305 S&P GLOBAL INC Common Stocks 78409V104 157906 1207794 SH SOLE 1065633 0 142161 SABRE CORP Common Stocks 78573M104 232285 10962006 SH SOLE 10182618 0 779388 SALLY BEAUTY HLDGS INC Common Stocks 79546E104 46200 2260283 SH SOLE 2249771 0 10512 SELECT COMFORT CORP Common Stocks 81616X103 166331 6709618 SH SOLE 6600202 0 109416 SKYWORKS SOLUTIONS INC Common Stocks 83088M102 232640 2374361 SH SOLE 2113087 0 261274 SOTHEBYS Common Stocks 835898107 82495 1813867 SH SOLE 1787538 0 26329 STATE STR CORP Common Stocks 857477103 385953 4848047 SH SOLE 4312431 0 535616 THERMON GROUP HLDGS INC Common Stocks 88362T103 30152 1446815 SH SOLE 1428922 0 17893 TIME WARNER INC Common Stocks 887317303 98792 1011078 SH SOLE 897578 0 113500 TUPPERWARE BRANDS CORP Common Stocks 899896104 38166 608517 SH SOLE 602239 0 6278 UNITED TECHNOLOGIES CORP Common Stocks 913017109 39728 354053 SH SOLE 291570 0 62483 UNITEDHEALTH GROUP INC Common Stocks 91324P102 96991 591371 SH SOLE 521644 0 69727 VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 101413 957627 SH SOLE 939114 0 18513 VISA INC Common Stocks 92826C839 420479 4731398 SH SOLE 4262163 0 469235 WOODWARD INC Common Stocks 980745103 27648 407060 SH SOLE 399610 0 7450