J
Jeffrey Ubben
ValueAct Holdings, L.P. · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · US long stock positions only
Boardroom activist
Reported value
$4B
12 positions shown
Copycat since 2016
3.04x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
CRM
22% 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 · Dec 2024
Symbol Value % of book vs prior quarter
CRM $969M
22%
trimmed
DIS $731M
17%
trimmed
NSIT $618M
14%
unchanged
RBLX $586M
13%
unchanged
EXPE $376M
9%
trimmed
TOST $312M
7%
trimmed
unlisted $216M
5%
added
LYV $137M
3%
added
META $124M
3%
unchanged
V $118M
3%
unchanged
AMZN $118M
3%
new
unlisted $84M
2%
added
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.