Jeffrey Ubben - ValueAct Holdings 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the ValueAct Holdings portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 2021. 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 Q2 2021, the filing reported:

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date Symbol Type Change Qty
Q2 2021
BLD
TopBuild Corp.
Buy
+258,230
Q2 2021
C
Citigroup, Inc.
Sell
-978,015
Q2 2021
CBRE
CBRE Group Inc
Buy
+2,789
Q2 2021
FI
Fiserv, Inc.
Sell - Position Exit
-860,000
Q2 2021
KKR
KKR & Co. Inc.
Sell
-4,363,546
Q2 2021
LITE
Lumentum Holdings Inc.
Buy - Position Entry
+967,049
Q2 2021
LKQ
LKQ Corporation
Buy
+2,665
Q2 2021
NSIT
Insight Enterprises, Inc.
Buy
+1,743,690
Q2 2021
OUT
OUTFRONT Media Inc.
Sell - Position Exit
-157,448
Q2 2021
SLM
SLM Corporation
Sell
-5,715,000
Q2 2021
STX
Seagate Technology
Buy - Position Entry
+17,377,070
Q2 2021
TRN
Trinity Industries, Inc.
Sell
-8,100,000