ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

Holdings, Q2 2024

Positions as of Jun 30, 2024, filed Aug 14, 2024.SEC

Positions
10
−2 vs. Q1 2024
Total value
$3.56B
−$986.73M (−21.7%) vs. Q1 2024

Compare with Q1 2024: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2024.

ValueAct Holdings, L.P. holdings in Q2 2024
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CRMSALESFORCE INC COMStock3,914,309$1.01B28.30%+428,000+12.3%AddedView
NSITINSIGHT ENTERPRISES INCCOM4,061,739$805.69M22.66%−450,000−10.0%ReducedView
DISDISNEY WALT CO COMStock6,133,631$609.01M17.12%+715,000+13.2%AddedView
EXPEEXPEDIA GROUP INC COM NEWStock3,414,568$430.2M12.10%00.0%UnchangedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock676,553$212.3M5.97%−144,000−17.5%ReducedView
FISVFISERV INC COMStock1,103,759$164.5M4.63%−2,551,882−69.8%ReducedView
KKRKKR & CO INCCOM1,207,208$127.05M3.57%−697,600−36.6%ReducedView
RBLXROBLOX CORP CL AStock2,300,000$85.58M2.41%00.0%UnchangedView
NYTNEW YORK TIMES CO MTN BECL A1,344,392$68.85M1.94%−750,000−35.8%ReducedView
FLUTFLUTTER ENTMT PLCSHS323,235$46.76M1.31%−171,900−34.7%ReducedView

Sold out since Q1 2024 (2)

Positions held at the end of Q1 2024 that are no longer in this filing.

ValueAct Holdings, L.P. positions sold out since Q1 2024
SecurityClassShares, Q1 2024Value, Q1 2024% of portfolio, Q1 2024
CBRECBRE GROUP INCCL A2,470,748$240.26M5.29%
ILMNILLUMINA INCCOM243,777$33.48M0.74%

13F filings by quarter

ValueAct Holdings, L.P. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202618$5.63Bvs. Q1 2026SEC
Q1 2026May 15, 202618$5.71Bvs. Q4 2025SEC
Q4 2025Feb 17, 202616$7.03Bvs. Q3 2025SEC
Q3 2025Nov 14, 202516$5.93Bvs. Q2 2025SEC
Q2 2025Aug 14, 202518$5.6Bvs. Q1 2025SEC
Q1 2025May 15, 202514$4.58Bvs. Q4 2024SEC
Q4 2024Feb 14, 202512$4.39Bvs. Q3 2024SEC
Q3 2024Nov 15, 2024Amended11$8.31Bvs. Q2 2024SECSEC
Q2 2024Aug 14, 202410$3.56Bvs. Q1 2024SEC
Q1 2024May 15, 202412$4.54Bvs. Q4 2023SEC
Q4 2023Feb 14, 202414$5Bvs. Q3 2023SEC
Q3 2023Nov 14, 202312$4.45Bvs. Q2 2023SEC
Q2 2023Aug 14, 20239$6.43Bvs. Q1 2023SEC
Q1 2023May 15, 20239$6.14Bvs. Q4 2022SEC
Q4 2022Feb 14, 20239$5.31Bvs. Q3 2022SEC
Q3 2022Nov 14, 202212$5.9Bvs. Q2 2022SEC
Q2 2022Aug 15, 202216$6.27Bvs. Q1 2022SEC
Q1 2022May 16, 202213$7.27Bvs. Q4 2021SEC
Q4 2021Feb 14, 202212$8.87Bvs. Q3 2021SEC
Q3 2021Nov 15, 202113$8.63Bvs. Q2 2021SEC
Q2 2021Aug 19, 2021Amended13$9.02Bvs. Q1 2021SECSEC
Q1 2021May 17, 202113$8.57B–SEC