0001556785-15-000038.txt : 20150515 0001556785-15-000038.hdr.sgml : 20150515 20150515113432 ACCESSION NUMBER: 0001556785-15-000038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 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: 15866710 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 false false 0001556785 XXXXXXXX 03-31-2015 03-31-2015 false Vulcan Value Partners, LLC

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

13F HOLDINGS REPORT 028-15045 N Blevins Naff 205-803-1582 Blevins Naff Birmingham AL 05-15-2015 0 63 10041273 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 77635 623931 SH SOLE 557419 0 66512 ACI WORLDWIDE INC COM 004498101 234862 10843099 SH SOLE 10465361 0 377738 AETNA INC NEW COM 00817Y108 153037 1436563 SH SOLE 1263388 0 173175 ASPEN INSURANCE HOLDINGS LTD COM G05384105 82573 1748326 SH SOLE 1706353 0 41973 ANTHEM INC COM 036752103 79553 515203 SH SOLE 457460 0 57743 ACTUANT CORP COM 00508X203 42942 1808863 SH SOLE 1787849 0 21014 AXIS CAPITAL HOLDINGS LTD COM G0692U109 368106 7136601 SH SOLE 6618728 0 517873 BOEING CO COM 097023105 315996 2105518 SH SOLE 1873171 0 232347 FRANKLIN RES INC COM 354613101 369799 7205752 SH SOLE 6395528 0 810224 BANK NEW YORK MELLON CORP COM 064058100 239925 5962334 SH SOLE 5310591 0 651743 CHUBB CORP COM 171232101 259632 2568070 SH SOLE 2290389 0 277681 CHEMED CORP NEW COM 16359R103 17604 147434 SH SOLE 145276 0 2158 CHECK POINT SOFTWARE TECH LT COM M22465104 161983 1976125 SH SOLE 1737773 0 238352 COLGATE PALMOLIVE CO COM 194162103 67785 977566 SH SOLE 864998 0 112568 CISCO SYS INC COM 17275R102 108712 3949574 SH SOLE 3493947 0 455627 CURTISS WRIGHT CORP COM 231561101 55295 747832 SH SOLE 734471 0 13361 DONALDSON INC COM 257651109 28754 762513 SH SOLE 753873 0 8640 DISNEY WALT CO COM 254687106 248879 2372764 SH SOLE 2101795 0 270969 DISCOVERY COMMUNICATNS NEW COM 25470F302 235478 7989084 SH SOLE 7162042 0 827042 DOVER CORP COM 260003108 281018 4065646 SH SOLE 3580883 0 484763 EMERSON ELEC CO COM 291011104 80116 1414971 SH SOLE 1255627 0 159344 ENERSYS COM 29275Y102 96565 1503184 SH SOLE 1471628 0 31556 EATON VANCE CORP COM 278265103 144155 3461937 SH SOLE 3389138 0 72799 EXPONENT INC COM 30214U102 19964 224565 SH SOLE 221579 0 2986 FOSSIL GROUP INC COM 34988V106 378255 4587694 SH SOLE 4168704 0 418990 FORWARD AIR CORP COM 349853101 35059 645651 SH SOLE 636205 0 9446 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 82618 989433 SH SOLE 878092 0 111341 INTERCONTINENTAL HOTELS GROU COM 45857P509 74221 1895347 SH SOLE 1678713 0 216634 IHS INC COM 451734107 39735 349283 SH SOLE 304746 0 44537 ITURAN LOCATION AND CONTROL COM M6158M104 53406 2427554 SH SOLE 2396646 0 30908 KMG CHEMICALS INC COM 482564101 26781 1001896 SH SOLE 986373 0 15523 LINDSAY CORP COM 535555106 60282 790582 SH SOLE 769658 0 20924 MASTERCARD INC COM 57636Q104 296465 3431706 SH SOLE 3059830 0 371876 MSCI INC COM 55354G100 92327 1505896 SH SOLE 1478145 0 27751 MSC INDL DIRECT INC COM 553530106 268746 3722245 SH SOLE 3387142 0 335103 NAVIGATORS GROUP INC COM 638904102 89568 1150665 SH SOLE 1135665 0 15000 NAVIGANT CONSULTING INC COM 63935N107 49650 3831025 SH SOLE 3789709 0 41316 NASDAQ OMX GROUP INC COM 631103108 277250 5442673 SH SOLE 4894004 0 548669 NATIONAL OILWELL VARCO INC COM 637071101 359978 7200991 SH SOLE 6443758 0 757233 NU SKIN ENTERPRISES INC COM 67018T105 142762 2371066 SH SOLE 2321985 0 49081 OMNICELL INC COM 68213N109 29323 835405 SH SOLE 821900 0 13505 ORACLE CORP COM 68389X105 684832 18134918 SH SOLE 16148286 0 1986632 PRECISION CASTPARTS CORP COM 740189105 158711 755768 SH SOLE 675507 0 80261 PARKER HANNIFIN CORP COM 701094104 671767 5655557 SH SOLE 5050620 0 604937 PROASSURANCE CORP COM 74267C106 18146 395250 SH SOLE 390298 0 4952 PARTNERRE LTD COM G6852T105 87217 762852 SH SOLE 676526 0 86326 QUALCOMM INC COM 747525103 256967 3705897 SH SOLE 3310553 0 395344 EVEREST RE GROUP LTD COM G3223R108 328786 2095897 SH SOLE 1886667 0 209230 ROVI CORP COM 779376102 67203 3690443 SH SOLE 3628411 0 62032 SABRE CORP COM 78573M104 101230 4165837 SH SOLE 3904219 0 261618 SAFETY INS GROUP INC COM 78648T100 34544 578144 SH SOLE 569582 0 8562 SCHLUMBERGER LTD COM 806857108 77665 930785 SH SOLE 823559 0 107226 STATE STR CORP COM 857477103 272524 3706304 SH SOLE 3287517 0 418787 PRICE T ROWE GROUP INC COM 74144T108 197786 2442399 SH SOLE 2174295 0 268104 TUPPERWARE BRANDS CORP COM 899896104 50643 733749 SH SOLE 718118 0 15631 TIME WARNER INC COM 887317303 74661 884191 SH SOLE 779627 0 104564 UNILEVER N V COM 904784709 75982 1819486 SH SOLE 1607290 0 212196 VISA INC COM 92826C839 296788 4537350 SH SOLE 4068524 0 468826 VIRTUS INVT PARTNERS INC COM 92828Q109 76851 587679 SH SOLE 581076 0 6603 VERIZON COMMUNICATIONS INC COM 92343V104 253535 5213533 SH SOLE 4628262 0 585271 WATERS CORP COM 941848103 70398 566263 SH SOLE 488396 0 77867 WOODWARD INC COM 980745103 57942 1135893 SH SOLE 1121054 0 14839 SPDR S&P 500 ETF TR ETF 78462F103 301 1456 SH SOLE 1456 0 0