ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK: 0001418814
Manager: Mason Morfit
Style: Activist

SEC filings (opens in a new tab)

LITE holding history

Lumentum Holdings Inc.

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

LITE overview All 13F holders of LITE Full portfolio

ValueAct Holdings, L.P.: LITE holding by quarter
Quarter	Shares	Value	% of portfolio	Change in shares	Action
Q4 2021	0	$0	0.00%	−1,000,000−100.0%	Sold out
Q3 2021	1,000,000	$83.54M	0.97%	+32,951+3.4%	Added
Q2 2021	967,049	$79.33M	0.88%	+967,049	New