0001556785-21-000023.txt : 20210216 0001556785-21-000023.hdr.sgml : 20210216 20210216144522 ACCESSION NUMBER: 0001556785-21-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21636542 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 12-31-2020 12-31-2020 false Vulcan Value Partners, LLC

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

13F HOLDINGS REPORT 028-15045 N Ashley Morris Mendelsohn 205-803-1582 Ashley Morris Mendelsohn Birmingham AL 02-16-2021 0 38 15465022 INFORMATION TABLE 2 infotable.xml ABM INDS INC Equity 000957100 46471 1228098 SH SOLE 1205014 0 23084 ACUITY BRANDS INC Equity 00508Y102 37616 310646 SH SOLE 304290 0 6356 ALPHABET INC Equity 02079K107 716719 409114 SH SOLE 404846 0 4268 AMAZON COM INC Equity 023135106 961999 295370 SH SOLE 292384 0 2986 ANTHEM INC Equity 036752103 583519 1817307 SH SOLE 1796262 0 21045 CARLISLE COS INC Equity 142339100 33178 212434 SH SOLE 208022 0 4412 CARLYLE GROUP INC Equity 14316J108 799182 25419289 SH SOLE 25150346 0 268943 CERENCE INC Equity 156727109 116228 1156728 SH SOLE 1143228 0 13500 COHERENT INC Equity 192479103 56007 373329 SH SOLE 365972 0 7357 COLLIERS INTL GROUP INC Equity 194693107 50470 566246 SH SOLE 553721 0 12525 COSTAR GROUP INC Equity 22160N109 459655 497311 SH SOLE 491243 0 6068 CURTISS WRIGHT CORP Equity 231561101 41743 358775 SH SOLE 351463 0 7312 CUSHMAN WAKEFIELD PLC Equity G2717B108 168656 11372639 SH SOLE 11229491 0 143148 CVS HEALTH CORP Equity 126650100 220633 3230345 SH SOLE 3195084 0 35261 ENERSYS Equity 29275Y102 48755 586981 SH SOLE 575483 0 11498 FACEBOOK INC Equity 30303M102 531746 1946647 SH SOLE 1924328 0 22319 GENERAL ELECTRIC CO Equity 369604103 562521 52085281 SH SOLE 51493365 0 591916 HEICO CORP NEW Equity 422806208 380203 3247935 SH SOLE 3211200 0 36735 MILLER HERMAN INC Equity 600544100 36296 1073831 SH SOLE 1053279 0 20552 HILTON WORLDWIDE HLDGS INC Equity 43300A203 669737 6019568 SH SOLE 5953712 0 65856 ITURAN LOCATION AND CONTROL Equity M6158M104 47099 2472410 SH SOLE 2430611 0 41799 JONES LANG LASALLE INC Equity 48020Q107 733623 4944553 SH SOLE 4885048 0 59505 KKR & CO INC Equity 48251W104 1016275 25099408 SH SOLE 24839750 0 259658 KNOLL INC Equity 498904200 48455 3300736 SH SOLE 3236843 0 63893 LITTELFUSE INC Equity 537008104 40402 158650 SH SOLE 155702 0 2948 MASTERCARD INCORPORATED Equity 57636Q104 1172808 3285729 SH SOLE 3251502 0 34227 MICROSOFT CORP Equity 594918104 662196 2977233 SH SOLE 2946584 0 30649 PARK HOTELS RESORTS INC Equity 700517105 59764 3484788 SH SOLE 3416073 0 68715 PROG HOLDINGS INC Equity 74319R101 48881 907382 SH SOLE 888816 0 18566 QORVO INC Equity 74736K101 769008 4625057 SH SOLE 4575257 0 49800 SALESFORCE COM INC Equity 79466L302 693170 3114952 SH SOLE 3085652 0 29300 SKYWORKS SOLUTIONS INC Equity 83088M102 682674 4465425 SH SOLE 4418023 0 47402 SS&C TECHNOLOGIES HLDGS INC Equity 78467J100 404355 5558141 SH SOLE 5492048 0 66093 TRANSDIGM GROUP INC Equity 893641100 1236768 1998494 SH SOLE 1978100 0 20394 UPSTART HLDGS INC Equity 91680M107 64866 1591806 SH SOLE 1565260 0 26546 VIRTUS INVT PARTNERS INC Equity 92828Q109 64145 295601 SH SOLE 289462 0 6139 VISA INC Equity 92826C839 712745 3258562 SH SOLE 3225342 0 33220 WAYFAIR INC Equity 94419L101 486454 2154264 SH SOLE 2129997 0 24267