Jeffrey Ubben
ValueAct
Jeffrey Ubben (ValueAct) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Jeffrey Ubben (ValueAct) portfolio page tracks ValueAct holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies ValueAct owns and how disclosed positions change over time. Jeffrey Ubben (ValueAct)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Rocket Cos Inc (RKT), MongoDB Inc (MDB), The Walt Disney Co (DIS), KKR & Co Inc (KKR), and Salesforce, Inc. Common Stock (CRM). Investors use ValueAct 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Current Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $700M | 12% | 2.3M | $336.23 | $779M | +11.2% | |
| $601M | 11% | 2.9M | $232.69 | $671M | +11.7% | |
| $559M | 9.8% | 3.0M | $182.55 | $547M | -2.21% | |
| $525M | 9.2% | 546k | $994.77 | $543M | +3.44% | |
| $524M | 9.2% | 916k | $585.39 | $536M | +2.32% | |
| $402M | 7.0% | 28M | $12.35 | $348M | -13.3% | |
| $342M | 6.0% | 13M | $24.50 | $316M | -7.58% | |
| $335M | 5.9% | 3.6M | -- | -- | -- | |
| $331M | 5.8% | 5.8M | $42.29 | $247M | -25.2% | |
| $303M | 5.3% | 3.3M | $90.13 | $296M | -2.56% | |
| $254M | 4.4% | 1.0M | $294.46 | $306M | +20.3% | |
| $240M | 4.2% | 1.4M | $190.84 | $267M | +11.2% | |
| $174M | 3.0% | 359k | $503.13 | $180M | +3.76% | |
| $163M | 2.9% | 1.8M | $99.63 | $177M | +8.72% | |
| $95M | 1.7% | 625k | $159.51 | $100M | +4.59% | |
| $94M | 1.6% | 1.1M | $48.21 | $53M | -43.7% | |
| $39M | 0.7% | 400k | $98.87 | $40M | +2.58% | |
| $32M | 0.6% | 235k | $131.71 | $31M | -2.77% |