0001556785-21-000027.txt : 20210517 0001556785-21-000027.hdr.sgml : 20210517 20210517103625 ACCESSION NUMBER: 0001556785-21-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21928401 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 03-31-2021 03-31-2021 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 05-17-2021 0 40 16933670 INFORMATION TABLE 2 infotable.xml ABM INDS INC Equity 000957100 72526 1421791 SH SOLE 1390026 0 31765 ACUITY BRANDS INC Equity 00508Y102 49669 301024 SH SOLE 294668 0 6356 ALPHABET INC Equity 02079K107 685850 331548 SH SOLE 328074 0 3474 AMAZON COM INC Equity 023135106 1133256 366266 SH SOLE 362460 0 3806 ANTHEM INC Equity 036752103 466556 1299779 SH SOLE 1285531 0 14248 CARLISLE COS INC Equity 142339100 56904 345754 SH SOLE 338458 0 7296 CARLYLE GROUP INC Equity 14316J108 722958 19666965 SH SOLE 19462884 0 204081 CERENCE INC Equity 156727109 93990 1049229 SH SOLE 1034900 0 14329 COLLIERS INTL GROUP INC Equity 194693107 62960 640878 SH SOLE 627601 0 13277 COSTAR GROUP INC Equity 22160N109 545386 663575 SH SOLE 656243 0 7332 CURTISS WRIGHT CORP Equity 231561101 46448 391637 SH SOLE 384325 0 7312 CUSHMAN WAKEFIELD PLC Equity G2717B108 187833 11509353 SH SOLE 11354940 0 154413 CVS HEALTH CORP Equity 126650100 658 8751 SH SOLE 8751 0 0 ENERSYS Equity 29275Y102 44172 486481 SH SOLE 476893 0 9588 FACEBOOK INC Equity 30303M102 672261 2282486 SH SOLE 2256424 0 26062 GENERAL ELECTRIC CO Equity 369604103 377514 28752051 SH SOLE 28419104 0 332947 HEICO CORP NEW Equity 422806208 484355 4263689 SH SOLE 4215495 0 48194 MILLER HERMAN INC Equity 600544100 47318 1149897 SH SOLE 1126920 0 22977 HILTON WORLDWIDE HLDGS INC Equity 43300A203 48549 401501 SH SOLE 399303 0 2198 ITURAN LOCATION AND CONTROL Equity M6158M104 45663 2150866 SH SOLE 2109067 0 41799 JONES LANG LASALLE INC Equity 48020Q107 470418 2627447 SH SOLE 2593721 0 33726 KKR & CO INC Equity 48251W104 1182287 24202394 SH SOLE 23945666 0 256728 KNOLL INC Equity 498904200 49156 2977324 SH SOLE 2913431 0 63893 LITTELFUSE INC Equity 537008104 37228 140780 SH SOLE 137832 0 2948 MASTERCARD INCORPORATED Equity 57636Q104 1309261 3677184 SH SOLE 3639673 0 37511 MICROSOFT CORP Equity 594918104 672597 2852769 SH SOLE 2823317 0 29452 NVIDIA CORPORATION Equity 67066G104 755933 1415791 SH SOLE 1400915 0 14876 PARK HOTELS & RESORTS INC Equity 700517105 28709 1330362 SH SOLE 1300708 0 29654 PROG HOLDINGS INC Equity 74319R101 46071 1064240 SH SOLE 1044214 0 20026 QORVO INC Equity 74736K101 799066 4373653 SH SOLE 4327153 0 46500 SALESFORCE COM INC Equity 79466L302 894597 4222384 SH SOLE 4180608 0 41776 SAP SE Equity 803054204 552001 4497599 SH SOLE 4445430 0 52169 SKYWORKS SOLUTIONS INC Equity 83088M102 714556 3894461 SH SOLE 3852547 0 41914 SS&C TECHNOLOGIES HLDGS INC Equity 78467J100 408236 5842794 SH SOLE 5776701 0 66093 TEMPUR SEALY INTL INC Equity 88023U101 13902 380253 SH SOLE 372160 0 8093 TRANSDIGM GROUP INC Equity 893641100 1195768 2033895 SH SOLE 2013171 0 20724 UPSTART HLDGS INC Equity 91680M107 126681 983088 SH SOLE 964209 0 18879 VIRTUS INVT PARTNERS INC Equity 92828Q109 65620 278640 SH SOLE 273001 0 5639 VISA INC Equity 92826C839 949589 4484904 SH SOLE 4437528 0 47376 WAYFAIR INC Equity 94419L101 817168 2596246 SH SOLE 2566893 0 29353