JU
Jeffrey Ubben (ValueAct) disclosed reduced in EXPEDIA GROUP INC
Jeffrey Ubben (ValueAct) filed a 13F change in EXPEDIA GROUP INC (30212P303) on 2025-02-14, covering period end 2024-12-31.
Action
Reduced
Capital
$375,903,260 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
12 changes from Jeffrey Ubben (ValueAct), filed 2025-02-14 for period end 2024-12-31.
$4.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
888787108 TOAST INC | New | $311.6M | $311.6M | 7.10% |
45765U103 INSIGHT ENTERPRISES INC | Reduced | -$257.1M | $617.8M | 5.86% |
531229722 LIBERTY MEDIA CORP DEL | Increased | $147.0M | $215.7M | 3.35% |
771049103 ROBLOX CORP | Increased | $137.8M | $586.5M | 3.14% |
23135106 AMAZON COM INC | New | $117.8M | $117.8M | 2.68% |
79466L302 SALESFORCE INC | Reduced | -$102.3M | $969.1M | 2.33% |
531229748 LIBERTY MEDIA CORP DEL | Increased | $51.2M | $84.4M | 1.17% |
538034109 LIVE NATION ENTERTAINMENT INC | Increased | $26.4M | $137.5M | 0.60% |
92826C839 VISA INC | Increased | $15.4M | $118.1M | 0.35% |
254687106 DISNEY WALT CO | Increased | $13.1M | $731.1M | 0.30% |
30212P303 EXPEDIA GROUP INC | Reduced | -$10.1M | $375.9M | 0.23% |
30303M102 META PLATFORMS INC | Increased | $2.8M | $123.8M | 0.06% |