0001556785-21-000031.txt : 20211115 0001556785-21-000031.hdr.sgml : 20211115 20211115124136 ACCESSION NUMBER: 0001556785-21-000031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211408311 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 09-30-2021 09-30-2021 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 11-15-2021 0 40 18608571 INFORMATION TABLE 2 infotable.xml ABM INDS INC Equity 000957100 76516 1699988 SH SOLE 1668106 0 31882 ACUITY BRANDS INC Equity 00508Y102 41618 240052 SH SOLE 235250 0 4802 ALPHABET INC Equity 02079K107 773939 290375 SH SOLE 284913 0 5462 AMAZON COM INC Equity 023135106 1253746 381653 SH SOLE 374967 0 6686 ANTHEM INC Equity 036752103 435757 1168878 SH SOLE 1144366 0 24512 APPLIED MATLS INC Equity 038222105 781025 6067153 SH SOLE 5939349 0 127804 CARLISLE COS INC Equity 142339100 42349 213033 SH SOLE 208894 0 4139 CARLYLE GROUP INC Equity 14316J108 811438 17162398 SH SOLE 16854096 0 308302 CERENCE INC Equity 156727109 153214 1594153 SH SOLE 1567474 0 26679 COLLIERS INTL GROUP INC Equity 194693107 88571 693535 SH SOLE 680258 0 13277 COSTAR GROUP INC Equity 22160N109 612621 7118544 SH SOLE 6960061 0 158483 CURTISS WRIGHT CORP Equity 231561101 64978 514962 SH SOLE 505119 0 9843 CUSHMAN WAKEFIELD PLC Equity G2717B108 231015 12413478 SH SOLE 12236980 0 176498 ENERSYS Equity 29275Y102 38961 523385 SH SOLE 515075 0 8310 EngageSmart Inc Equity 29283F103 4768 140000 SH SOLE 137011 0 2989 HEICO CORP NEW Equity 422806208 523178 4417609 SH SOLE 4321601 0 96008 ITURAN LOCATION AND CONTROL Equity M6158M104 49612 1953990 SH SOLE 1912191 0 41799 JONES LANG LASALLE INC Equity 48020Q107 49451 199326 SH SOLE 194840 0 4486 KKR & CO INC Equity 48251W104 1132559 18603128 SH SOLE 18290425 0 312703 LAM RESEARCH CORP Equity 512807108 510318 896631 SH SOLE 876955 0 19676 LITTELFUSE INC Equity 537008104 74630 273100 SH SOLE 267913 0 5187 MASTERCARD INCORPORATED Equity 57636Q104 1341697 3858999 SH SOLE 3795028 0 63971 MEDPACE HLDGS INC Equity 58506Q109 58394 308504 SH SOLE 302511 0 5993 FACEBOOK INC Equity 30303M102 716591 2111410 SH SOLE 2067575 0 43835 MICROSOFT CORP Equity 594918104 746500 2647917 SH SOLE 2598761 0 49156 MILLER HERMAN INC Equity 600544100 49298 1309028 SH SOLE 1286051 0 22977 NVIDIA CORPORATION Equity 67066G104 671743 3242629 SH SOLE 3181010 0 61619 PARK HOTELS & RESORTS INC Equity 700517105 76948 4020246 SH SOLE 3943819 0 76427 PROG HOLDINGS INC Equity 74319R101 64405 1533080 SH SOLE 1507452 0 25628 QORVO INC Equity 74736K101 724968 4336192 SH SOLE 4255858 0 80334 SALESFORCE COM INC Equity 79466L302 1077180 3971610 SH SOLE 3902896 0 68714 SAP SE Equity 803054204 273277 2018211 SH SOLE 1968726 0 49485 SKYWORKS SOLUTIONS INC Equity 83088M102 683889 4150314 SH SOLE 4076401 0 73913 SmartRent Inc Equity 83193G107 81279 6242638 SH SOLE 6112485 0 130153 SS&C TECHNOLOGIES HLDGS INC Equity 78467J100 96632 1392389 SH SOLE 1358671 0 33718 TRANSDIGM GROUP INC Equity 893641100 1276429 2043693 SH SOLE 2009707 0 33986 UPSTART HLDGS INC Equity 91680M107 1345016 4250461 SH SOLE 4166163 0 84298 VIRTUS INVT PARTNERS INC Equity 92828Q109 93198 300329 SH SOLE 294690 0 5639 VISA INC Equity 92826C839 762092 3421291 SH SOLE 3362775 0 58516 WAYFAIR INC Equity 94419L101 718771 2813084 SH SOLE 2751508 0 61576