ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

Q2 2021 vs. Q1 2021

Positions are compared by share count, long positions only.

All holdings in Q2 2021All holdings in Q1 2021

ValueAct Holdings, L.P.: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Positions13130
Total value$8.57B$9.02B+$455.57M (+5.3%)

New positions (2)

Held at the end of Q2 2021 but not at the end of Q1 2021.

ValueAct Holdings, L.P.: new positions in Q2 2021
SecurityClassShares, Q2 2021Value, Q2 2021% of portfolio, Q2 2021
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS17,377,070$1.53B16.93%
LITELUMENTUM HLDGS INCCOM967,049$79.33M0.88%

Added (5)

More shares at the end of Q2 2021 than at the end of Q1 2021.

ValueAct Holdings, L.P.: positions added to in Q2 2021
SecurityClassShares, Q1 2021Shares, Q2 2021Change in sharesValue, Q2 2021% of portfolio, Q2 2021
LKQLKQ CORPCOM21,547,74621,550,411+2,6650.0%$1.06B11.75%
CBRECBRE GROUP INCCL A10,229,82010,232,609+2,7890.0%$877.24M9.72%
FISVFISERV INC COMStock860,0006,160,200+5,300,200+616.3%$658.46M7.30%
NSITINSIGHT ENTERPRISES INCCOM1,100,0002,843,690+1,743,690+158.5%$284.4M3.15%
TOPBUILD COR COM89055F103Stock221,770480,000+258,230+116.4%$94.93M1.05%

Reduced (4)

Fewer shares at the end of Q2 2021 than at the end of Q1 2021.

ValueAct Holdings, L.P.: positions reduced in Q2 2021
SecurityClassShares, Q1 2021Shares, Q2 2021Change in sharesValue, Q2 2021% of portfolio, Q2 2021
KKRKKR & CO INCCOM31,584,67227,221,126−4,363,546−13.8%$1.61B17.87%
CCITIGROUP INC COM NEWStock21,723,71920,745,704−978,015−4.5%$1.47B16.27%
SLMSLM CORPCOM26,294,25420,579,254−5,715,000−21.7%$430.93M4.78%
TRNTRINITY INDS INCCOM23,105,85515,005,855−8,100,000−35.1%$403.51M4.47%

Sold out (2)

Held at the end of Q1 2021, gone by the end of Q2 2021.

ValueAct Holdings, L.P.: positions sold out in Q2 2021
SecurityClassShares, Q1 2021Value, Q1 2021% of portfolio, Q1 2021
STXSEAGATE TECHNOLOGY PLCSHS23,011,223$1.77B20.61%
OUTOUTFRONT MEDIA INCCOM157,448$3.44M0.04%