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13F-HR Detail
ValueAct Holdings, L.P.
Holdings and quarter-over-quarter position changes from tracked 13F filings.
Portfolio Value
$4.9B
-11.2% QoQ
Holdings
14
Q1 2026
Last Filed
May 15, 2026
Next Expected
Aug 14, 2026
Quarter
TickerValue HeldShares
Position Δ
$700.1M
2.3M
+598K shares
$600.8M
2.9M
-510K shares
$559.0M
3.0M
No share change
$525.2M
546.1K
-149K shares
$523.9M
915.7K
-132K shares
$341.9M
12.9M
+4.9M shares
$335.1M
3.6M
-43K shares
$330.8M
5.8M
-127K shares
$303.4M
3.3M
New position
$254.0M
1.0M
-369K shares
$173.8M
358.5K
New position
$162.9M
1.8M
-22K shares
$94.1M
1.1M
New position
$31.8M
234.6K
No share change
Showing 1–14 of 14