JU
Jeffrey Ubben (ValueAct) disclosed increased in LIBERTY MEDIA CORP DEL
Jeffrey Ubben (ValueAct) filed a 13F change in LIBERTY MEDIA CORP DEL (531229748) on 2025-05-15, covering period end 2025-03-31.
Action
Increased
Capital
$111,527,492 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
14 changes from Jeffrey Ubben (ValueAct), filed 2025-05-15 for period end 2025-03-31.
$4.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
30303M102 META PLATFORMS INC | Increased | $461.1M | $584.9M | 10.06% |
92826C839 VISA INC | Increased | $342.1M | $460.1M | 7.47% |
888787108 TOAST INC | Reduced | -$225.4M | $86.1M | 4.92% |
79466L302 SALESFORCE INC | Reduced | -$191.2M | $777.8M | 4.17% |
30212P303 EXPEDIA GROUP INC | Reduced | -$188.1M | $187.8M | 4.11% |
254687106 DISNEY WALT CO | Reduced | -$83.1M | $648.1M | 1.81% |
77311W101 ROCKET COS INC | New | $81.2M | $81.2M | 1.77% |
771049103 ROBLOX CORP | Reduced | -$75.6M | $510.9M | 1.65% |
531229722 LIBERTY MEDIA CORP DEL | Increased | $50.3M | $266.0M | 1.10% |
G6683N103 NU HLDGS LTD | New | $35.0M | $35.0M | 0.76% |
531229748 LIBERTY MEDIA CORP DEL | Increased | $27.1M | $111.5M | 0.59% |
538034109 LIVE NATION ENTERTAINMENT IN | Reduced | -$21.9M | $115.6M | 0.48% |
23135106 AMAZON COM INC | Reduced | -$10.7M | $107.1M | 0.23% |
45765U103 INSIGHT ENTERPRISES INC | Reduced | -$8.6M | $609.2M | 0.19% |