ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

Q2 2024 vs. Q1 2024

Positions are compared by share count, long positions only.

All holdings in Q2 2024All holdings in Q1 2024

ValueAct Holdings, L.P.: Q1 2024 compared with Q2 2024
MeasureQ1 2024Q2 2024Change
Positions1210−2
Total value$4.54B$3.56B−$986.73M (−21.7%)

New positions (0)

Held at the end of Q2 2024 but not at the end of Q1 2024.

ValueAct Holdings, L.P.: new positions in Q2 2024
SecurityClassShares, Q2 2024Value, Q2 2024% of portfolio, Q2 2024
None.

Added (2)

More shares at the end of Q2 2024 than at the end of Q1 2024.

ValueAct Holdings, L.P.: positions added to in Q2 2024
SecurityClassShares, Q1 2024Shares, Q2 2024Change in sharesValue, Q2 2024% of portfolio, Q2 2024
CRMSALESFORCE INC COMStock3,486,3093,914,309+428,000+12.3%$1.01B28.30%
DISDISNEY WALT CO COMStock5,418,6316,133,631+715,000+13.2%$609.01M17.12%

Reduced (6)

Fewer shares at the end of Q2 2024 than at the end of Q1 2024.

ValueAct Holdings, L.P.: positions reduced in Q2 2024
SecurityClassShares, Q1 2024Shares, Q2 2024Change in sharesValue, Q2 2024% of portfolio, Q2 2024
NSITINSIGHT ENTERPRISES INCCOM4,511,7394,061,739−450,000−10.0%$805.69M22.66%
SPOTSPOTIFY TECHNOLOGY S A SHSStock820,553676,553−144,000−17.5%$212.3M5.97%
FISVFISERV INC COMStock3,655,6411,103,759−2,551,882−69.8%$164.5M4.63%
KKRKKR & CO INCCOM1,904,8081,207,208−697,600−36.6%$127.05M3.57%
NYTNEW YORK TIMES CO MTN BECL A2,094,3921,344,392−750,000−35.8%$68.85M1.94%
FLUTFLUTTER ENTMT PLCSHS495,135323,235−171,900−34.7%$46.76M1.31%

Sold out (2)

Held at the end of Q1 2024, gone by the end of Q2 2024.

ValueAct Holdings, L.P.: positions sold out in Q2 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%