Jeffrey Ubben’s Top Stock Picks
Jeffrey Ubben is the founder of ValueAct Capital and he has served as the Chief Executive Officer and Chief Investment Officer of the company since 2000. Prior to that, Ubben spent five years at Richard...
Hedge Fund - Valueact Capital
Jeffrey Ubben Bio, Returns, Net Worth
Manager biograhy is currently missing.
Fund Profile
Showing:
| Fund Name: | Valueact Capital |
| Manager | Jeffrey Ubben |
| Portfolio Value | $5,804,925,000 |
| Change This QTR | +1.14% |
Top Holdings
Showing:
Sorted by:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | MSI | 24,001,000 | $1,111,006 |  |
19.13% | |
| 2.) | VRX | 15,095,302 | $704,800 | |
12.14% | |
| 3.) | ADBE | 24,620,556 | $696,023 | +47% |
11.99% | |
| 4.) | MCO | 16,577,241 | $558,321 | |
9.61% | |
| 5.) | COL | 9,341,700 | $517,250 | |
8.91% | |
| 6.) | BCR | 5,872,939 | $502,136 | |
8.65% | |
| 7.) | VRSN | 11,766,883 | $420,313 | -8% |
7.24% | |
| 8.) | SLE | 20,404,523 | $386,054 | |
6.65% | |
| 9.) | WSH | 8,578,410 | $332,842 | |
5.73% | |
| 10.) | Cbre Group Inc |
21,254,007 | $323,486 | +196% |
5.57% | |
| 11.) | FNF | 12,582,515 | $200,439 | |
3.45% | |
| 12.) | NYT | 4,175,375 | $32,276 | -40% |
0.55% | |
| 13.) | KAR | 908,828 | $12,269 | |
0.21% | |
| 14.) | ES | 2,495,218 | $7,710 | |
0.13% | |
| 15.) | IT | 0 | $0 |  |
0% | |
| 16.) | INT | 0 | $0 | |
0% |
News, Interviews and Investor Letters
Hedge Funds Make Big After Adobe Rises 6.84%
Adobe Systems Incorporated (ADBE) rises 6.84% on Friday at 11:57AM EST after the company reported its fourth quarter earnings. The software designer disclosed adjusted earnings of $0.67 per share and...
Is $NYT a Good Deal or is a Competitor a Better? $GCI $MNI $WPO
The New York Times Company (NYT) publishes the New York Times, the popular national and regional paper. Jeffrey Ubben’s Valueact Capital, Ken Griffin’s Citadel Investment Group and Irving Kahn’s...
Hedge funds Lose After Adobe $ADBE Shares Fall Nearly 11%
Shares of Adobe (ADBE) fell Wednesday after the company announced that it would no longer be focusing on making Flash for mobile browsers. Specifically, ADBE stated, "Our future work with Flash on mobile...
ValueAct Capital and Jeffrey Ubben’s Portfolio
Valueact Capital is founded by Jeffrey Ubben, 49 years old, in 2000. Prior to founding Valueact Jeffrey Ubben served as a managing partner at Blum Capital between 1995 and 2000. Prior to joining Blum...
25 Best Performing Hedge Funds in This Market Turmoil
Insider Monkey tracks more than 300 hedge funds and a few mutual funds with stellar reputation. We believe investors can beat the index funds by imitating the best hedge funds’ best stock picks. One...
These Hedge Funds Lost a Bundle on La-Z-Boy and Adobe $LZB $ADBE
La-Z-Boy (LZB) shares declined nearly 12% today after Brian Sozzi -an analyst with Wall Street Strategies- cut his recommendation to hold. On the other hand Adobe Systems (ADBE) declined more than 6%...
Jeffrey Ubben, James Mitarotonda, Brevan Howard
Valeant Pharmaceuticals International’s $5.7 billion bid for drug maker Cephalon Inc. is the latest in an acquisition spree backed by Jeff Ubben’s activist hedge fund firm ValueAct Capital Management...
