0001556785-22-000034.txt : 20220815 0001556785-22-000034.hdr.sgml : 20220815 20220815135727 ACCESSION NUMBER: 0001556785-22-000034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221164699 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 06-30-2022 06-30-2022 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 08-15-2022 0 39 10224910 INFORMATION TABLE 2 infotable.xml ABM INDS INC Equity 000957100 60226 1387047 SH SOLE 1387047 0 0 ALPHABET INC Equity 02079K107 471492 215544 SH SOLE 211214 0 4330 AMAZON COM INC Equity 023135106 692940 6524247 SH SOLE 6409317 0 114930 APPLIED MATLS INC Equity 038222105 371233 4080380 SH SOLE 3993477 0 86903 APPLOVIN CORP Equity 03831W108 261358 7588801 SH SOLE 7440837 0 147964 CARLYLE GROUP INC Equity 14316J108 469170 14819027 SH SOLE 14546686 0 272341 CBRE GROUP INC Equity 12504L109 192279 2612123 SH SOLE 2554894 0 57229 CERENCE INC Equity 156727109 48375 1917366 SH SOLE 1912215 0 5151 COLLIERS INTL GROUP INC Equity 194693107 45349 413357 SH SOLE 413357 0 0 COSTAR GROUP INC Equity 22160N109 303248 5019843 SH SOLE 4898492 0 121351 CUSHMAN WAKEFIELD PLC Equity G2717B108 159495 10465542 SH SOLE 10420098 0 45444 ENERSYS Equity 29275Y102 63468 1076460 SH SOLE 1076460 0 0 GENERAL ELECTRIC CO Equity 369604301 468449 7357452 SH SOLE 7226093 0 131359 HEICO CORP NEW Equity 422806208 314119 2980825 SH SOLE 2910590 0 70235 ISHARES TR Equity 464287598 1908 13164 SH SOLE 11216 0 1948 ITURAN LOCATION AND CONTROL Equity M6158M104 78414 3201896 SH SOLE 3201896 0 0 JONES LANG LASALLE INC Equity 48020Q107 184065 1052644 SH SOLE 1028594 0 24050 KKR & CO INC Equity 48251W104 546897 11814588 SH SOLE 11624696 0 189892 LAM RESEARCH CORP Equity 512807108 289009 678185 SH SOLE 662261 0 15924 LITTELFUSE INC Equity 537008104 90187 355011 SH SOLE 355011 0 0 MASTERCARD INCORPORATED Equity 57636Q104 778178 2466649 SH SOLE 2426023 0 40626 MEDPACE HLDGS INC Equity 58506Q109 62234 415808 SH SOLE 415808 0 0 META PLATFORMS INC Equity 30303M102 293181 1818182 SH SOLE 1780496 0 37686 MICROSOFT CORP Equity 594918104 486860 1895654 SH SOLE 1859298 0 36356 MILLERKNOLL INC Equity 600544100 35815 1363346 SH SOLE 1363346 0 0 NVIDIA CORPORATION Equity 67066G104 138322 912476 SH SOLE 892143 0 20333 PARK HOTELS & RESORTS INC Equity 700517105 51544 3798411 SH SOLE 3798411 0 0 PORCH GROUP INC Equity 733245104 25671 10027757 SH SOLE 10027757 0 0 PROG HOLDINGS INC Equity 74319R101 46567 2822252 SH SOLE 2822252 0 0 QORVO INC Equity 74736K101 445342 4721609 SH SOLE 4636191 0 85418 SALESFORCE COM INC Equity 79466L302 546668 3312336 SH SOLE 3260052 0 52284 SKYWORKS SOLUTIONS INC Equity 83088M102 429663 4637994 SH SOLE 4553984 0 84010 SLEEP NUMBER CORP Equity 83125X103 48364 1562656 SH SOLE 1562656 0 0 SMARTRENT INC Equity 83193G107 75667 16740465 SH SOLE 16740465 0 0 SPLUNK INC Equity 848637104 319129 3607607 SH SOLE 3527754 0 79853 TRANSDIGM GROUP INC Equity 893641100 660196 1230172 SH SOLE 1208481 0 21691 UPSTART HLDGS INC Equity 91680M107 126365 3996381 SH SOLE 3913835 0 82546 VIRTUS INVT PARTNERS INC Equity 92828Q109 63864 373428 SH SOLE 373428 0 0 VISA INC Equity 92826C839 479599 2435875 SH SOLE 2393379 0 42496