0001556785-22-000038.txt : 20221114 0001556785-22-000038.hdr.sgml : 20221114 20221114143302 ACCESSION NUMBER: 0001556785-22-000038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221383856 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 09-30-2022 09-30-2022 false Vulcan Value Partners, LLC

Three Protective Center 2801 Highway 280 South, Suite 300 Birmingham AL 35223

13F HOLDINGS REPORT 028-15045 N Ashley Mann 205-803-1582 Ashley Mann Birmingham AL 11-14-2022 0 37 8547468 INFORMATION TABLE 2 infotable.xml ABM Industries Inc Equity 000957100 50446 1319538 SH SOLE 1319538 0 0 Alphabet Inc Equity 02079K107 418707 4354730 SH SOLE 4277487 0 77243 Amazon.com Inc Equity 023135106 599379 5304241 SH SOLE 5217029 0 87212 Applied Materials Inc Equity 038222105 314994 3844676 SH SOLE 3768988 0 75688 Ares Management Corp Equity 03990B101 150589 2430825 SH SOLE 2374142 0 56683 Carlyle Group Inc/The Equity 14316J108 367804 14233909 SH SOLE 13992525 0 241384 CBRE Group Inc Equity 12504L109 257610 3815879 SH SOLE 3748166 0 67713 Cerence Inc Equity 156727109 20136 1278482 SH SOLE 1278482 0 0 Colliers International Group I Equity 194693107 65145 710721 SH SOLE 710380 0 341 CoStar Group Inc Equity 22160N109 249919 3588199 SH SOLE 3504978 0 83221 Cushman & Wakefield PLC Equity G2717B108 119742 10457810 SH SOLE 10451269 0 6541 Elevance Health Inc Equity 036752103 177632 391053 SH SOLE 382015 0 9038 EnerSys Equity 29275Y102 58602 1007431 SH SOLE 1007431 0 0 General Electric Co Equity 369604301 443400 7161998 SH SOLE 7042413 0 119585 HEICO Corp Equity 422806208 255604 2230008 SH SOLE 2182521 0 47487 Ituran Location and Control Lt Equity M6158M104 73571 3152144 SH SOLE 3152144 0 0 Jones Lang LaSalle Inc Equity 48020Q107 219751 1454632 SH SOLE 1421042 0 33590 KKR & Co Inc Equity 48251W104 465045 10814991 SH SOLE 10650336 0 164655 Lam Research Corp Equity 512807108 214659 586498 SH SOLE 573174 0 13324 Littelfuse Inc Equity 537008104 93629 471233 SH SOLE 471066 0 167 Mastercard Inc Equity 57636Q104 479380 1685939 SH SOLE 1661967 0 23972 Medpace Holdings Inc Equity 58506Q109 63057 401203 SH SOLE 401203 0 0 Meta Platforms Inc Equity 30303M102 232191 1711315 SH SOLE 1678083 0 33232 Microsoft Corp Equity 594918104 574492 2466689 SH SOLE 2424097 0 42592 MillerKnoll Inc Equity 600544100 27117 1738267 SH SOLE 1738267 0 0 Park Hotels & Resorts Inc Equity 700517105 61984 5504828 SH SOLE 5502833 0 1995 PROG Holdings Inc Equity 74319R101 22221 1483391 SH SOLE 1483391 0 0 Qorvo Inc Equity 74736K101 273207 3440450 SH SOLE 3374281 0 66169 Salesforce Inc Equity 79466L302 460418 3200901 SH SOLE 3151296 0 49605 Skyworks Solutions Inc Equity 83088M102 396542 4650429 SH SOLE 4572251 0 78178 Sleep Number Corp Equity 83125X103 32270 954439 SH SOLE 954439 0 0 SmartRent Inc Equity 83193G107 37878 16686231 SH SOLE 16686231 0 0 Splunk Inc Equity 848637104 259670 3453061 SH SOLE 3383034 0 70027 Timken Co/The Equity 887389104 36037 610375 SH SOLE 610375 0 0 TransDigm Group Inc Equity 893641100 534821 1019056 SH SOLE 1001394 0 17662 Virtus Investment Partners Inc Equity 92828Q109 55407 347334 SH SOLE 347334 0 0 Visa Inc Equity 92826C839 384412 2163877 SH SOLE 2128449 0 35428