0001556785-22-000032.txt : 20220516 0001556785-22-000032.hdr.sgml : 20220516 20220516111247 ACCESSION NUMBER: 0001556785-22-000032 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926625 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 03-31-2022 03-31-2022 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 05-16-2022 0 35 16295270 INFORMATION TABLE 2 infotable.xml ABM Industries Inc Equity 000957100 60839 1321430 SH SOLE 1321430 0 0 Alphabet Inc Equity 02079K107 697974 249902 SH SOLE 244942 0 4960 Amazon.com Inc Equity 023135106 1177426 361179 SH SOLE 354573 0 6606 Applied Materials Inc Equity 038222105 626710 4755011 SH SOLE 4652291 0 102720 AppLovin Corp Equity 03831W108 577614 10488722 SH SOLE 10286231 0 202491 Carlyle Group Inc/The Equity 14316J108 788489 16121237 SH SOLE 15812359 0 308878 Cerence Inc Equity 156727109 95071 2633556 SH SOLE 2628405 0 5151 Colliers International Group I Equity 194693107 54734 419739 SH SOLE 419739 0 0 CoStar Group Inc Equity 22160N109 461372 6926459 SH SOLE 6774986 0 151473 Cushman & Wakefield PLC Equity G2717B108 223248 10884814 SH SOLE 10839370 0 45444 EnerSys Equity 29275Y102 79674 1068441 SH SOLE 1068441 0 0 HEICO Corp Equity 422806208 492262 3881273 SH SOLE 3796610 0 84663 Ituran Location and Control Lt Equity M6158M104 74732 3246397 SH SOLE 3246397 0 0 KKR & Co Inc Equity 48251W104 776803 13285497 SH SOLE 13071541 0 213956 Lam Research Corp Equity 512807108 460860 857239 SH SOLE 837824 0 19415 Littelfuse Inc Equity 537008104 90350 362255 SH SOLE 362255 0 0 Mastercard Inc Equity 57636Q104 1152736 3225519 SH SOLE 3169933 0 55586 Medpace Holdings Inc Equity 58506Q109 91879 561643 SH SOLE 561643 0 0 Meta Platforms Inc Equity 30303M102 499726 2247374 SH SOLE 2203326 0 44048 Microsoft Corp Equity 594918104 678747 2201508 SH SOLE 2159789 0 41719 MillerKnoll Inc Equity 600544100 54304 1571297 SH SOLE 1571297 0 0 NVIDIA Corp Equity 67066G104 571432 2094230 SH SOLE 2055668 0 38562 Park Hotels & Resorts Inc Equity 700517105 92313 4726749 SH SOLE 4726749 0 0 Porch Group Inc Equity 733245104 89394 12871645 SH SOLE 12871645 0 0 PROG Holdings Inc Equity 74319R101 79687 2769804 SH SOLE 2769804 0 0 Qorvo Inc Equity 74736K101 673828 5429719 SH SOLE 5331165 0 98554 Salesforce Inc Equity 79466L302 810084 3815394 SH SOLE 3753578 0 61816 Skyworks Solutions Inc Equity 83088M102 689989 5176990 SH SOLE 5079473 0 97517 SmartRent Inc Equity 83193G107 80474 15903987 SH SOLE 15903987 0 0 Splunk Inc Equity 848637104 611711 4116216 SH SOLE 4021395 0 94821 TransDigm Group Inc Equity 893641100 1319297 2024890 SH SOLE 1990140 0 34750 Upstart Holdings Inc Equity 91680M107 789944 7241207 SH SOLE 7102988 0 138219 Virtus Investment Partners Inc Equity 92828Q109 88377 368251 SH SOLE 368251 0 0 Visa Inc Equity 92826C839 748034 3373017 SH SOLE 3312808 0 60209 Wayfair Inc Equity 94419L101 435156 3928113 SH SOLE 3852321 0 75792