ValueAct’s 2 Stock Picks You Shouldn’t Miss
ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ValueAct Capital Jeffrey Ubben | 41,668,774 | $656,283,191 | +48% | 11.65% |
| 2. | Omega Advisors Leon Cooperman | 21,016,600 | $331,011,450 | 9.33% | |
| 3. | Durable Capital Partners Henry Ellenbogen | 16,488,238 | $259,689,749 | -15% | 2.53% |
| 4. | Park Presidio Capital Lee Hicks And Jan Koerner | 7,141,016 | $112,471,002 | +35% | 6.37% |
| 5. | OCO Capital Partners Eric Schneider | 5,750,000 | $90,562,500 | +44% | 15.92% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.79 | 318 | $4,385.22 | 707,528 | 2024-06-28 | Filing | |
| $13.80 | 316 | $4,360.80 | 707,210 | 2024-06-27 | Filing | |
| $13.61 | 165 | $2,245.65 | 706,894 | 2024-06-26 | Filing | |
| $13.81 | 311 | $4,294.91 | 706,729 | 2024-06-25 | Filing | |
| $14.01 | 310 | $4,343.10 | 706,418 | 2024-06-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.01 | 132,700 | $1,593,727.00 | 7,820,327 | 2026-10-01 | Filing | |
| $13.11 | 225,000 | $2,949,750.00 | 7,953,027 | 2026-09-15 | Filing | |
| $22.99 | 2,500 | $57,485.75 | 1,038,536 | 2026-01-12 | Filing | |
| $22.78 | 2,500 | $56,943.75 | 1,041,036 | 2026-01-09 | Filing | |
| $21.29 | 2,500 | $53,213.25 | 1,043,536 | 2026-01-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 600 | $6,906 | 0% |