Jeffrey Ubben (ValueAct) disclosed sold out in MR COOPER GROUP INC
Jeffrey Ubben (ValueAct) filed a 13F change in MR COOPER GROUP INC (62482R107) on 2026-02-17, covering period end 2025-12-31.
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
19 changes from Jeffrey Ubben (ValueAct), filed 2026-02-17 for period end 2025-12-31.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
09290D101 BLACKROCK INC | New | $743.9M | $743.9M | 10.59% |
531229722 LIBERTY MEDIA CORP DEL | Sold out | -$340.9M | $0 | 4.85% |
530909308 LIBERTY LIVE HOLDINGS INC | New | $299.7M | $299.7M | 4.27% |
77311W101 ROCKET COS INC | Increased | $270.2M | $762.4M | 3.85% |
60937P106 MONGODB INC | Increased | $223.2M | $590.4M | 3.18% |
62482R107 MR COOPER GROUP INC | Sold out | -$190.7M | $0 | 2.71% |
531229748 LIBERTY MEDIA CORP DEL | Sold out | -$162.2M | $0 | 2.31% |
888787108 TOAST INC | Increased | $160.6M | $284.6M | 2.29% |
45765U103 INSIGHT ENTERPRISES INC | Reduced | -$158.5M | $99.1M | 2.26% |
254687106 DISNEY WALT CO | Reduced | -$152.7M | $350.2M | 2.17% |
530909100 LIBERTY LIVE HOLDINGS INC | New | $146.6M | $146.6M | 2.09% |
30303M102 META PLATFORMS INC | Increased | $127.3M | $691.8M | 1.81% |
771049103 ROBLOX CORP | Reduced | -$109.1M | $484.2M | 1.55% |
79466L302 SALESFORCE INC | Increased | $106.3M | $793.3M | 1.51% |
92826C839 VISA INC | Increased | $68.1M | $602.6M | 0.97% |
829073105 SIMPSON MFG INC | Increased | $35.4M | $237.7M | 0.50% |
23135106 AMAZON COM INC | Increased | $14.9M | $783.5M | 0.21% |
538034109 LIVE NATION ENTERTAINMENT IN | Increased | $12.6M | $117.3M | 0.18% |
12504L109 CBRE GROUP INC | Increased | $757,729 | $37.7M | 0.01% |