Jeffrey Ubben - ValueAct Holdings Investment Strategy (Dec 31, 2025)
As of Dec 31, 2025, the ValueAct Holdings portfolio managed by Jeffrey Ubben demonstrates a sophisticated investment approach with 42 positions and an average holding period of 1158 quarters. The strategy focuses on Basic Materials, Communication Services, Consumer Cyclical, Energy, Financial Services, Healthcare, Real Estate, Technology, Utilities sectors with a typical position size of 10.8% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 10.78% and sector diversification of 9%, exemplified by the case study of SALESFORCE INC (CRM). This strategic framework provides insights into Jeffrey Ubben's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.2 years | Style | Average duration positions are maintained |
| Position Count | 42 | Style | Number of active positions in portfolio |
| Position Size | 10.8% | Risk | Typical allocation per position |
| Win Rate | 52.6% | Performance | Percentage of profitable positions |
| Average Return | 1569.8% | Performance | Mean return across positions |
| Sharpe Ratio | 0.14 | Performance | Return per unit of risk taken |
Investment Case Study: SALESFORCE INC (CRM)
12/31/2022 - 3/25/2026
Performance Metrics
Total Return: 839.44%
Holding Period: 1180 days
Max Position Size: $1,006,368,844.00
Position Weight: 14.88%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure