0001556785-21-000029.txt : 20210816 0001556785-21-000029.hdr.sgml : 20210816 20210816133210 ACCESSION NUMBER: 0001556785-21-000029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211176498 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 06-30-2021 06-30-2021 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 08-16-2021 0 38 18441992 INFORMATION TABLE 2 infotable.xml ABM INDS INC Equity 000957100 63179 1424564 SH SOLE 1396602 0 27962 ACUITY BRANDS INC Equity 00508Y102 45255 241965 SH SOLE 235609 0 6356 ALPHABET INC Equity 02079K107 772277 308132 SH SOLE 305014 0 3118 AMAZON COM INC Equity 023135106 1258263 365757 SH SOLE 362181 0 3576 ANTHEM INC Equity 036752103 450746 1180580 SH SOLE 1168534 0 12046 APPLIED MATLS INC Equity 038222105 437398 3071614 SH SOLE 3040608 0 31006 CARLISLE COS INC Equity 142339100 50253 262581 SH SOLE 257394 0 5187 CARLYLE GROUP INC Equity 14316J108 842254 18120791 SH SOLE 17937568 0 183223 CERENCE INC Equity 156727109 189359 1774517 SH SOLE 1743851 0 30666 COLLIERS INTL GROUP INC Equity 194693107 77844 695158 SH SOLE 681881 0 13277 COSTAR GROUP INC Equity 22160N109 588722 7108452 SH SOLE 7031912 0 76540 CURTISS WRIGHT CORP Equity 231561101 51006 429485 SH SOLE 422173 0 7312 CUSHMAN WAKEFIELD PLC Equity G2717B108 206481 11819175 SH SOLE 11664762 0 154413 ENERSYS Equity 29275Y102 44323 453525 SH SOLE 445215 0 8310 FACEBOOK INC Equity 30303M102 759135 2183243 SH SOLE 2160361 0 22882 General Electric Co Equity 369604103 367395 27295289 SH SOLE 26997101 0 298188 HEICO CORP NEW Equity 422806208 534845 4307011 SH SOLE 4261822 0 45189 MILLER HERMAN INC Equity 600544100 55007 1166890 SH SOLE 1143913 0 22977 ITURAN LOCATION AND CONTROL Equity M6158M104 52175 1915365 SH SOLE 1873566 0 41799 JONES LANG LASALLE INC Equity 48020Q107 156420 800264 SH SOLE 789023 0 11241 KKR & CO INC Equity 48251W104 1280991 21623750 SH SOLE 21411273 0 212477 LITTELFUSE INC Equity 537008104 44992 176584 SH SOLE 173636 0 2948 MASTERCARD INCORPORATED Equity 57636Q104 1323069 3623953 SH SOLE 3589549 0 34404 MEDPACE HLDGS INC Equity 58506Q109 39773 225176 SH SOLE 220903 0 4273 MICROSOFT CORP Equity 594918104 745512 2751983 SH SOLE 2725237 0 26746 NVIDIA CORPORATION Equity 67066G104 936452 1170419 SH SOLE 1158511 0 11908 PARK HOTELS & RESORTS INC Equity 700517105 30005 1455832 SH SOLE 1426178 0 29654 PROG HOLDINGS INC Equity 74319R101 60154 1249816 SH SOLE 1229790 0 20026 QORVO INC Equity 74736K101 824860 4215996 SH SOLE 4174601 0 41395 SALESFORCE COM INC Equity 79466L302 996328 4078796 SH SOLE 4040251 0 38545 SAP SE Equity 803054204 610224 4331564 SH SOLE 4287861 0 43703 SKYWORKS SOLUTIONS INC Equity 83088M102 731969 3817307 SH SOLE 3778856 0 38451 SS&C TECHNOLOGIES HLDGS INC Equity 78467J100 418529 5808059 SH SOLE 5748317 0 59742 TRANSDIGM GROUP INC Equity 893641100 1277177 1973114 SH SOLE 1954031 0 19083 UPSTART HLDGS INC Equity 91680M107 189986 1521104 SH SOLE 1498254 0 22850 VIRTUS INVT PARTNERS INC Equity 92828Q109 82103 295579 SH SOLE 289940 0 5639 VISA INC Equity 92826C839 993601 4249426 SH SOLE 4206066 0 43360 WAYFAIR INC Equity 94419L101 853930 2704793 SH SOLE 2677398 0 27395