Vulcan Value Partners, LLC

Most recent update: March 31, 2019

CompanyShares/WarrantsValue ($000)
Mastercard Incorporated3,278,181771,848
Qorvo10,679,762766,059
Hilton Worldwide Holdings Inc.9,213,618765,744
AO Mosenergo8,377,796691,001
KKR & Co. L.P.28,069,392659,350
National-Oilwell Varco21,202,898564,845
Amazon.com310,602553,105
McKesson Corporation4,218,301493,794
Visa Inc.3,126,907488,392
Alphabet Holding Company, Inc.405,967476,325
United Parcel Service4,103,154458,486
CVS Corporation7,958,469429,200
NVIDIA Corporation2,285,970410,469
Stargaze Entertainment Group Inc.1,822,702383,770
Microsoft Corporation3,245,567382,782
Parker-Hannifin Corporation2,113,953362,797
Axis Energy Corporation5,847,282320,314
Facebook1,867,771311,339
Terramin Australia Ltd.7,687,527306,271
Everest Re Group1,317,461284,519
Oracle Corporation4,199,237225,541
Marriott International1,572,573196,713
AmerisourceBergen Corporation (Holding Co)2,457,506195,421
Coherent1,210,757171,588
Cushman & Wakefield plc8,371,022149,004
Sotheby's3,153,685119,052
Jones Lang LaSalle Incorporated730,107112,568
Cineplex Inc1,882,93961,892
Ituran Location and Control Ltd.1,780,09160,790
AcuityAds Hldgs Inc.505,32060,643
Despegar.com3,593,39853,542
Sleepaid Hldg Co1,094,45751,439
Virtus Investment Partners491,90847,986
frontdoor, inc.1,227,91642,265
WESCO International736,81739,059
MSC Industrial Direct Company414,43534,278
Sabre Corp1,497,47432,031
Carlisle Companies Incorporated244,37129,965
Crane Company283,20423,965
Woodward125,96511,953
Versum Materials, Inc.1,56979
Tempur-pedic International Inc92053
AutoZone3334
Landstar Development Group, Inc.29833
ONYX Pharmaceuticals7128
The Bank of Kentucky Financial Corp.53227
State Street Corporation38325
Choice Hotels International29823
Cardinal Health46522
Northern Trust Corporation22620
Anthem United, Inc.5516
Moody's Corporation6412
CBRE Group1578
Axalta Coating Systems Ltd.551

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