J
Jeffrey Ubben
ValueAct Holdings, L.P. · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only
Boardroom activist
Reported value
$5B
12 positions shown
Copycat since 2016
3.04x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
CRM
23% of book
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
Jeffrey Ubben 3.04x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book tile = share of the filed book · tap a tile for the ticker · Mar 2024
Symbol Value % of book vs prior quarter
CRM $1.1B
23%
new
NSIT $837M
18%
new
DIS $663M
15%
new
FISV $584M
13%
new
EXPE $470M
10%
new
CBRE $240M
5%
new
SPOT $217M
5%
new
KKR $192M
4%
new
NYT $91M
2%
new
RBLX $88M
2%
new
unlisted $78M
2%
new
ILMN $33M
1%
new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.