4. Seagate Technology Holdings PLC (NASDAQ:STX)
Quarter first owned: Q2 2016
Quarter sold: N/A
Another company that ValueAct still maintains in its portfolio is Seagate Technology Holdings PLC (NASDAQ:STX), with the fund owning around 13.44 million shares, according to its latest 13F filing. The investment has played out nicely so far, with the stock gaining more than 200% since April 2016. As opposed to the usual play, where the fund approaches the company, Seagate Technology Holdings PLC (NASDAQ:STX) welcomed ValueAct and offered an observer board position. Later the company appointed ValueAct’s Dylan Haggart to its board.