Vulcan Value Partners, LLC

Most recent update: June 30, 2017

CompanyShares/WarrantsValue ($000)
Oracle Corporation22,026,8711,104,427
CVS Corporation7,689,383618,688
National-Oilwell Varco17,425,713574,003
McKesson Corporation3,267,211537,587
Visa Inc.5,328,143499,673
AmerisourceBergen Corporation (Holding Co)5,265,850497,781
Mastercard Incorporated4,068,894494,167
Axis Energy Corporation6,618,307427,910
State Street Corporation4,753,666426,547
Everest Re Group1,497,957381,365
Boeing Company (The)1,853,511366,531
Cardinal Health4,357,447339,532
Anthem United, Inc.1,689,616317,867
The Bank of Kentucky Financial Corp.5,963,174304,241
CBRE Group7,923,263288,407
Discovery Communications10,925,555275,434
Hilton Worldwide Holdings Inc.4,227,228261,454
Qorvo3,925,736248,578
Sabre Corp10,921,259237,756
Aetna Inc.1,527,217231,878
Moody's Corporation1,631,472198,518
Jones Lang LaSalle Incorporated1,495,773186,972
Parker-Hannifin Corporation1,088,587173,978
Stargaze Entertainment Group Inc.1,190,375173,782
Northern Trust Corporation1,745,111169,642
Cineplex Inc7,470,187167,108
InterContinental Hotels Group Plc2,873,564159,569
Aspen Insurance Holdings Limited2,626,145130,913
Select Comfort Corporation3,592,547127,499
United States Cellular Corporation579,873107,520
Ituran Location and Control Ltd.3,413,962106,857
AO Mosenergo1,083,349103,948
Time Warner Inc.999,172100,327
Sotheby's1,550,80883,232
Virtus Investment Partners747,11782,893
The Navigators Group1,429,08778,457
United Technologies Corporation563,49668,809
La Quinta Holdings4,003,03859,125
Forward Air Corporation1,060,40956,499
Credit Acceptance Corporation199,31651,252
Lindsay Corporation565,94450,510
WESCO International772,92644,289
Woodward642,45743,417
Tupras Turkiye Petrol Rafinerileri AS604,43642,450
Actuant Corporation1,679,65541,320
Choice Hotels International610,36939,216
Crane Company435,51034,571
Navigant Consulting1,583,08231,282
Herman Miller1,020,46931,022
Thermon Group Holdings1,395,95226,760
Outfront Media606,98914,034

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