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User

Jeffrey Ubben

ValueAct Holdings

Jeffrey Ubben Liberty Live Holdings, Inc Series C Liberty Live Group stake

total: 107

ValueAct Holdings LLYVK trades

Total transactions:
8
New positions:
1
Added:
4
Reduced:
3
Held since:
2024 Q3
Held for:
8 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Jeffrey Ubben holds 2,172,388 Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK) shares with a market value of roughly $229.49M accounting for 4.07% of the overall portfolio. To date, the estimated cost basis is nearly $63.2 for "buy" trades and estimated average "sell" price is $103.22. ValueAct Holdings first purchased LLYVK in 2024 Q3, initially acquiring about 1.34M shares. Since the initial investment in Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK), ValueAct Holdings has made 7 more transactions.

How many LLYVK shares does Jeffrey Ubben currently hold?

According to 2026 Q2 report, Jeffrey Ubben holds 2,172,388 shares of Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK), valued at around $229.49M.

When did Jeffrey Ubben buy Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK)?

Jeffrey Ubben first invested in Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK) in 2024 Q3 at the reported quarter-end price of $51.33 per share.

What's the cost basis of ValueAct Holdings's LLYVK stake?

The estimated cost basis for Liberty Live Holdings, Inc Series C Liberty Live Group (LLYVK) stake is around $63.20 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$63.20
Weighted AVG sell price:
$103.22

Jeffrey Ubben's historical trades in Liberty Live Holdings, Inc Series C Liberty Live Group

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
4.07%
2,172,388
$105.64
$229,491,068
-39.00% (-1,388,820)
-2.57%
2026 Q1
5.87%
3,561,208
$94.11
$335,145,285
-1.19% (-42,780)
-0.06%
2025 Q4
4.27%
3,603,988
$83.16
$299,707,642
+2.51% (+88,100)
+0.1%
2025 Q3
5.75%
3,515,888
$96.97
$340,935,659
-11.92% (-476,000)
-0.82%
2025 Q2
5.79%
3,991,888
$81.16
$323,981,630
+2.25% (+88,000)
+0.13%
2025 Q1
5.81%
3,903,888
$68.14
$266,010,928
+23.20% (+735,100)
+1.09%
2024 Q4
4.91%
3,168,788
$68.06
$215,667,711
+136.92% (+1,831,288)
+2.84%
2024 Q3
1.57%
1,337,500
$51.33
$68,653,875
new
+1.57%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.