Jeffrey Ubben - ValueAct Holdings 13F Activity & Position Changes (Q1 2014)
According to the SEC 13F filed on Aug 14, 2026, the ValueAct Holdings portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2014, the filing reported:
New Buys - Expeditors International of Was
Increases - MSCI Inc., Microsoft Corporation
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.