Jeffrey Ubben - ValueAct Holdings Sector Allocation (Q1 2026)

As of Mar 31, 2026, the ValueAct Holdings portfolio managed by Jeffrey Ubben was diversified across 7 sectors, according to the most recent SEC 13F filing dated May 15, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 24.6% of total portfolio value, followed by Financial Services and Technology and Communication Services. Together, the top three sectors account for 62.1% of the portfolio, reflecting Jeffrey Ubben's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.