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Jeffrey Ubben's ValueAct Holdings increased its CBRE position by 323%, from 0.56% to 2.37% of the portfolio.

Now holds 992,391 shares worth $133.67M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

CBRE Group Inc, CL-A (CBRE) grew to 2.37% of Jeffrey Ubben's ValueAct Holdings portfolio in 2026 Q2, from 0.56%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 323% to 992K shares, and the position is worth about $133.7M and ranks 13th of 18 stocks by weight.

What did the 2026 Q2 filing report for CBRE?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 235K 992K
Shares added +758K (323%)
Reported value $31.8M $133.7M
Portfolio weight 0.56% 2.37%
Rank in portfolio 13th of 18

How much did Jeffrey Ubben add to CBRE?

Jeffrey Ubben added 758K shares of CBRE during 2026 Q2, taking the stake from 235K to 992K. The reported value of the position rose by about $101.9M, from about $31.8M to about $133.7M.

Where does CBRE sit in the Jeffrey Ubben portfolio?

CBRE ranks 13th of 18 stock positions in the Jeffrey Ubben portfolio at 2.37%, below the fund's average stock position of 6%. The largest stock position is V at 14.1%. Next come AMZN at 12.44% and RKT at 11.65%. The three largest stocks together are 38.19% of the book. The CBRE addition was the 6th largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Jeffrey Ubben reported 18 stock positions, with 1 opened and 1 closed. The total portfolio value is about $5.6B, down 1% from the prior quarter.

Jeffrey Ubben buys and sells, 2026 Q2

How long has Jeffrey Ubben held CBRE?

Jeffrey Ubben has held CBRE since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2024 Q2 and came back in 2025 Q2. The weight peaked at 13.39% in 2022 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Jeffrey Ubben CBRE trade history page.

Jeffrey Ubben shares of CBRE by quarter

Did other funds buy or sell CBRE in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 hold CBRE. Of those, 2 added to the position this quarter and 3 trimmed it. The largest buyers of CBRE this quarter were Richard Pzena and John W. Rogers Jr.. The largest sellers were William Von Mueffling, Parnassus Endeavor Fund and Third Avenue Management. Every tracked holder of CBRE is on the CBRE ownership page.

FAQ

How many CBRE shares did Jeffrey Ubben buy in 2026 Q2?

Jeffrey Ubben added 758K shares of CBRE, a 323% increase, to 992K shares.

What is the CBRE position of Jeffrey Ubben worth now?

The CBRE position of Jeffrey Ubben is worth about $133.7M at June 30, 2026 prices, 2.37% of the portfolio.

Is CBRE a top holding of Jeffrey Ubben?

CBRE ranks 13th of 18 stock positions in the Jeffrey Ubben portfolio, at 2.37%.

Did other funds add to CBRE in 2026 Q2?

Among the 6 other tracked funds that hold CBRE, 2 added to it in 2026 Q2 and 3 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst