Jeffrey Ubben Holdings Activity
ValueAct Holdings Portfolio 13F
ValueAct Holdings has disclosed a total of 8 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 3, decreased the number of shares of 1 and completely sold out 4 position(s).
What stocks is Jeffrey Ubben buying now?
In the recent quarter Jeffrey Ubben has purchased 3 securities: (NYT) NEW YORK TIMES CO-A (added shares +275.27%), (BLD) TOPBUILD CORP (added shares +28.33%) and (NSIT) INSIGHT ENTERPRISES INC (added shares +7.87%).
What does Jeffrey Ubben invest in?
Jeffrey Ubben's top 5 holdings (by % of portfolio) are (FISV) FISERV INC (23.22%), (KKR) KKR & CO INC (19.27%), (STX) SEAGATE TECHNOLOGY HOLDINGS (12.12%), (CBRE) CBRE GROUP INC - A (10.56%) and (LKQ) LKQ CORP (10.03%).
In the latest report(s) no changes have been made to any of these investments.
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.