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Form 13F-HR Vulcan Value Partners, For: Jun 30

August 15, 2022 1:58 PM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Vulcan Value Partners, LLC
Address: Three Protective Center
2801 Highway 280 South, Suite 300
Birmingham , AL35223
Form 13F File Number: 028-15045

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Ashley Morris Mendelsohn
Title: Chief Compliance Officer
Phone: 205-803-1582
Signature, Place, and Date of Signing:
Ashley Morris Mendelsohn Birmingham , AL 08-15-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 39
Form 13F Information Table Value Total: 10,224,910
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABM INDS INC Equity 000957100 60,226 1,387,047 SH SOLE 1,387,047 0 0
ALPHABET INC Equity 02079K107 471,492 215,544 SH SOLE 211,214 0 4,330
AMAZON COM INC Equity 023135106 692,940 6,524,247 SH SOLE 6,409,317 0 114,930
APPLIED MATLS INC Equity 038222105 371,233 4,080,380 SH SOLE 3,993,477 0 86,903
APPLOVIN CORP Equity 03831W108 261,358 7,588,801 SH SOLE 7,440,837 0 147,964
CARLYLE GROUP INC Equity 14316J108 469,170 14,819,027 SH SOLE 14,546,686 0 272,341
CBRE GROUP INC Equity 12504L109 192,279 2,612,123 SH SOLE 2,554,894 0 57,229
CERENCE INC Equity 156727109 48,375 1,917,366 SH SOLE 1,912,215 0 5,151
COLLIERS INTL GROUP INC Equity 194693107 45,349 413,357 SH SOLE 413,357 0 0
COSTAR GROUP INC Equity 22160N109 303,248 5,019,843 SH SOLE 4,898,492 0 121,351
CUSHMAN WAKEFIELD PLC Equity G2717B108 159,495 10,465,542 SH SOLE 10,420,098 0 45,444
ENERSYS Equity 29275Y102 63,468 1,076,460 SH SOLE 1,076,460 0 0
GENERAL ELECTRIC CO Equity 369604301 468,449 7,357,452 SH SOLE 7,226,093 0 131,359
HEICO CORP NEW Equity 422806208 314,119 2,980,825 SH SOLE 2,910,590 0 70,235
ISHARES TR Equity 464287598 1,908 13,164 SH SOLE 11,216 0 1,948
ITURAN LOCATION AND CONTROL Equity M6158M104 78,414 3,201,896 SH SOLE 3,201,896 0 0
JONES LANG LASALLE INC Equity 48020Q107 184,065 1,052,644 SH SOLE 1,028,594 0 24,050
KKR & CO INC Equity 48251W104 546,897 11,814,588 SH SOLE 11,624,696 0 189,892
LAM RESEARCH CORP Equity 512807108 289,009 678,185 SH SOLE 662,261 0 15,924
LITTELFUSE INC Equity 537008104 90,187 355,011 SH SOLE 355,011 0 0
MASTERCARD INCORPORATED Equity 57636Q104 778,178 2,466,649 SH SOLE 2,426,023 0 40,626
MEDPACE HLDGS INC Equity 58506Q109 62,234 415,808 SH SOLE 415,808 0 0
META PLATFORMS INC Equity 30303M102 293,181 1,818,182 SH SOLE 1,780,496 0 37,686
MICROSOFT CORP Equity 594918104 486,860 1,895,654 SH SOLE 1,859,298 0 36,356
MILLERKNOLL INC Equity 600544100 35,815 1,363,346 SH SOLE 1,363,346 0 0
NVIDIA CORPORATION Equity 67066G104 138,322 912,476 SH SOLE 892,143 0 20,333
PARK HOTELS & RESORTS INC Equity 700517105 51,544 3,798,411 SH SOLE 3,798,411 0 0
PORCH GROUP INC Equity 733245104 25,671 10,027,757 SH SOLE 10,027,757 0 0
PROG HOLDINGS INC Equity 74319R101 46,567 2,822,252 SH SOLE 2,822,252 0 0
QORVO INC Equity 74736K101 445,342 4,721,609 SH SOLE 4,636,191 0 85,418
SALESFORCE COM INC Equity 79466L302 546,668 3,312,336 SH SOLE 3,260,052 0 52,284
SKYWORKS SOLUTIONS INC Equity 83088M102 429,663 4,637,994 SH SOLE 4,553,984 0 84,010
SLEEP NUMBER CORP Equity 83125X103 48,364 1,562,656 SH SOLE 1,562,656 0 0
SMARTRENT INC Equity 83193G107 75,667 16,740,465 SH SOLE 16,740,465 0 0
SPLUNK INC Equity 848637104 319,129 3,607,607 SH SOLE 3,527,754 0 79,853
TRANSDIGM GROUP INC Equity 893641100 660,196 1,230,172 SH SOLE 1,208,481 0 21,691
UPSTART HLDGS INC Equity 91680M107 126,365 3,996,381 SH SOLE 3,913,835 0 82,546
VIRTUS INVT PARTNERS INC Equity 92828Q109 63,864 373,428 SH SOLE 373,428 0 0
VISA INC Equity 92826C839 479,599 2,435,875 SH SOLE 2,393,379 0 42,496


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