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Institutional Investment Manager
Vulcan Value Partners, LLC
Vulcan Value Partners, LLC (CIK: 0001556785) incorporated in Delaware, located at Three Protective Center, Birmingham, AL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 102 holdings with a total value of $6,759,099,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLOT COMMUNICATIONS LTD 640 8,000 0.00% SH
2 TIME INC NEW 517 13,000 0.00% SH
3 ALIGN TECHNOLOGY INC 260 15,000 0.00% SH
4 Foundation Medicine 600 16,000 0.00% SH
5 CELGENE CORP 205 18,000 0.00% SH
6 Essendant Inc Com 1,320 19,000 0.00% SH
7 AMERICAN EAGLE OUTFITTERS NE 1,690 19,000 0.00% SH
8 NVIDIA CORPORATION 1,235 23,000 0.00% SH
9 ISHARES NASDAQ BIOTECHNOLOGY ETF 40 23,000 0.00% SH
10 GOOGLE INC 40 23,000 0.00% SH
11 Kyocera Corp 555 26,000 0.00% SH
12 SAPIENT CORP 1,930 31,000 0.00% SH
13 ABBOTT LABS 785 32,000 0.00% SH
14 UNITED NATURAL FOODSINC 505 33,000 0.00% SH
15 XEROX CORP 2,750 34,000 0.00% SH
16 CERNER CORP 650 34,000 0.00% SH
17 SYMANTEC CORP 1,500 34,000 0.00% SH
18 GENERAL MLS INC 650 34,000 0.00% SH
19 CVS HEALTH CORP 475 36,000 0.00% SH
20 HONDA MOTOR LTD 1,035 36,000 0.00% SH
21 INTUIT 480 39,000 0.00% SH
22 DEERE & CO 430 39,000 0.00% SH
23 BANK MONTREAL QUE 545 40,000 0.00% SH
24 PORTLAND GEN ELEC CO 1,195 41,000 0.00% SH
25 F5 NETWORKS INC 370 41,000 0.00% SH
26 Kubota Corp ADR 590 42,000 0.00% SH
27 FORD MTR CO DEL 2,440 42,000 0.00% SH
28 STRYKER CORP 515 43,000 0.00% SH
29 AT&T INC 1,240 44,000 0.00% SH
30 ABBVIE INC 785 44,000 0.00% SH
31 US BANCORP DEL 1,030 45,000 0.00% SH
32 WELLS FARGO & CO NEW 860 45,000 0.00% SH
33 PROCTER AND GAMBLE CO 598 47,000 0.00% SH
34 CONSOLIDATED EDISON INC 840 49,000 0.00% SH
35 E M C CORP MASS COM 1,855 49,000 0.00% SH
36 INTEL CORP 1,570 49,000 0.00% SH
37 BECTON DICKINSON & CO 425 50,000 0.00% SH
38 PNC FINL SVCS GROUP INC 574 51,000 0.00% SH
39 AVISTA CORP 1,525 51,000 0.00% SH
40 NOVARTIS A G 580 53,000 0.00% SH
41 SELECT COMFORT CORP 717,956 14,833,000 0.22% SH
42 EXPONENT INC 250,191 18,542,000 0.27% SH
43 ALBEMARLE CORP 268,352 19,187,000 0.28% SH
44 MSCI INC 423,523 19,419,000 0.29% SH
45 DONALDSON INC 620,226 26,248,000 0.39% SH
46 KMG CHEMICALS INC COM 1,492,067 26,827,000 0.40% SH
47 GENPACT LIMITED 1,624,216 28,473,000 0.42% SH
48 OMNICELL INC 1,043,553 29,960,000 0.44% SH
49 SAFETY INS GROUP INC COM 608,485 31,264,000 0.46% SH
50 WOODWARD INC 726,264 36,444,000 0.54% SH
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001556785-14-000005, filed 2014.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.