ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

Q2 2023 vs. Q1 2023

Positions are compared by share count, long positions only.

All holdings in Q2 2023All holdings in Q1 2023

ValueAct Holdings, L.P.: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Positions990
Total value$6.14B$6.43B+$290.41M (+4.7%)

New positions (0)

Held at the end of Q2 2023 but not at the end of Q1 2023.

ValueAct Holdings, L.P.: new positions in Q2 2023
SecurityClassShares, Q2 2023Value, Q2 2023% of portfolio, Q2 2023
None.

Added (3)

More shares at the end of Q2 2023 than at the end of Q1 2023.

ValueAct Holdings, L.P.: positions added to in Q2 2023
SecurityClassShares, Q1 2023Shares, Q2 2023Change in sharesValue, Q2 2023% of portfolio, Q2 2023
CBRECBRE GROUP INCCL A9,234,9649,237,748+2,7840.0%$745.58M11.59%
NSITINSIGHT ENTERPRISES INCCOM4,511,1164,511,630+5140.0%$660.23M10.27%
ALTUS POWER INC02217A102COM CL A4,017,6084,017,628+200.0%$21.7M0.34%

Reduced (1)

Fewer shares at the end of Q2 2023 than at the end of Q1 2023.

ValueAct Holdings, L.P.: positions reduced in Q2 2023
SecurityClassShares, Q1 2023Shares, Q2 2023Change in sharesValue, Q2 2023% of portfolio, Q2 2023
SPOTSPOTIFY TECHNOLOGY S A SHSStock2,249,1411,799,141−450,000−20.0%$288.85M4.49%

Sold out (0)

Held at the end of Q1 2023, gone by the end of Q2 2023.

ValueAct Holdings, L.P.: positions sold out in Q2 2023
SecurityClassShares, Q1 2023Value, Q1 2023% of portfolio, Q1 2023
None.