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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 (2016Q4)
Original 13F HR (0001556785-17-000003) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
1 ORACLE CORP 22,633,884 870,273 7.75%
2 NATIONAL OILWELL VARCO INC 16,295,053 610,087 5.43%
3 DISCOVERY COMMUNICATNS NEW 14,410,942 385,925 3.44%
4 HILTON WORLDWIDE HLDGS INC 13,350,701 363,139 3.23%
5 FOSSIL GROUP INC 11,369,693 294,020 2.62%
6 ACI WORLDWIDE INC 9,154,653 166,157 1.48%
7 AXIS CAPITAL HOLDINGS LTD 7,943,351 518,462 4.62%
8 CBRE GROUP INC 7,509,946 236,488 2.11%
9 SABRE CORP 6,665,950 166,315 1.48%
10 SELECT COMFORT CORP 6,033,958 136,488 1.22%
11 BANK NEW YORK MELLON CORP 5,913,757 280,194 2.50%
12 CISCO SYS INC 5,871,339 177,432 1.58%
13 QORVO INC 5,803,082 305,996 2.73%
14 LA QUINTA HLDGS INC COM 5,642,199 80,176 0.71%
15 AMERISOURCEBERGEN CORP 5,440,860 425,421 3.79%
16 FRANKLIN RESOURCES INC 5,400,910 213,768 1.90%
17 CVS HEALTH CORP 5,334,307 420,930 3.75%
18 STATE STR CORP 4,865,592 378,153 3.37%
19 VISA INC 4,839,570 377,563 3.36%
20 INTERCONTINENTAL HOTELS GROU 4,497,395 199,369 1.78%
21 CARDINAL HEALTH INC 4,332,718 311,826 2.78%
22 SKYWORKS SOLUTIONS INC 3,972,476 296,585 2.64%
23 MASTERCARD INCORPORATED 3,823,683 394,796 3.52%
24 MCKESSON CORP 3,461,194 486,125 4.33%
25 ITURAN LOCATION AND CONTROL 3,448,782 91,393 0.81%
26 ANTHEM INC 3,050,319 438,544 3.91%
27 ASPEN INSURANCE HOLDINGS LTD 2,720,329 149,618 1.33%
28 SALLY BEAUTY HLDGS INC 2,341,677 61,867 0.55%
29 DISNEY WALT CO 2,177,854 226,975 2.02%
30 SOTHEBYS 2,005,014 79,920 0.71%
31 EVEREST RE GROUP LTD 1,981,260 428,745 3.82%
32 BOEING CO 1,860,523 289,646 2.58%
33 ACTUANT CORP 1,562,633 40,550 0.36%
34 THERMON GROUP HLDGS INC COM 1,535,371 29,310 0.26%
35 TIME WARNER INC 1,495,709 144,381 1.29%
36 NAVIGANT CONSULTING INC 1,461,066 38,251 0.34%
37 AETNA INC NEW 1,394,753 172,963 1.54%
38 JONES LANG LASALLE 1,234,908 124,775 1.11%
39 PARKER HANNIFIN CORP 1,130,421 158,259 1.41%
40 FORWARD AIR CORP COM 1,056,435 50,054 0.45%
41 VIRTUS INVT PARTNERS INC COM 1,022,759 120,737 1.08%
42 OUTFRONT MEDIA INC 958,540 23,839 0.21%
43 MILLERKNOLL INC 949,701 32,480 0.29%
44 NAVIGATORS GROUP INC 803,053 94,559 0.84%
45 UNITEDHEALTH GROUP INC 597,494 95,623 0.85%
46 TUPPERWARE BRANDS CORP 594,451 31,280 0.28%
47 CHOICE HOTELS INTL NEW 591,473 33,152 0.30%
48 LINDSAY CORP 581,585 43,392 0.39%
49 ENERSYS 560,445 43,771 0.39%
50 CEB Inc 557,940 33,811 0.30%
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