ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

EXPE holding history

Expedia Group, Inc.

Every 13F filing in which ValueAct Capital reported holding EXPE, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

EXPE overviewAll 13F holders of EXPEFull portfolio

ValueAct Holdings, L.P.: EXPE holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q3 20250$00.00%−278,356−100.0%Sold out
Q2 2025278,356$46.95M0.84%−838,800−75.1%Reduced
Q1 20251,117,156$187.79M4.10%−900,250−44.6%Reduced
Q4 20242,017,406$375.9M8.56%−3,197,806−61.3%Reduced
Q3 20245,215,212$771.96M9.29%+1,800,644+52.7%Added
Q2 20243,414,568$430.2M12.10%00.0%Unchanged
Q1 20243,414,568$470.36M10.35%−837,000−19.7%Reduced
Q4 20234,251,568$645.35M12.92%+4,251,568New