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, Jeff Ubben spent five years at Richard Blum’s Blum Capital Partners, working as a Managing Partner. ValueAct Capital has a long-term focus. The fund usually makes only three to four new investments in one year. It often holds about 15 positions and the average holding period for each position is about three years.
| Fund Name: | ValueAct Capital |
| Manager | Jeffrey Ubben |
| Portfolio Value | $6,962,395,000 |
| Change This QTR | +0.70% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | STX | 31,554,360 | $1,539,853 | 22.11% | ||
| 2. | C | 27,025,500 | $1,138,314 | 16.34% | ||
| 3. | Kkr & Co Inc | 45,000,000 | $1,056,150 | -2% | 15.16% | |
| 4. | MS | 14,250,000 | $484,500 | -5% | 6.95% | |
| 5. | LKQ | 21,547,746 | $441,944 | +31% | 6.34% |
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