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ValueAct Holdings 13F filings

Manager(s): Jeff Ubben

Holdings as of 2023-03-31

Filed on 2023-05-15 under CIK 1418814

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Fiserv Inc
11,647,776 sh
-3,000,000 sh
-20%
$1,316,548
-$163,903
KKR & Co. Inc.
20,535,233 sh
-3,167,278 sh
-13%
$1,078,510
-$21,761
Seagate Technology Holdings plc
13,437,070 sh
 
$888,459
Salesforce.com Inc
3,486,309 sh
2,926,088 sh
522%
$696,495
$622,215
CBRE Group Inc
9,234,964 sh
 
$672,398
Insight Enterprises Inc
4,511,116 sh
89,165 sh
2%
$644,909
$201,520
New York Times Co.
13,410,554 sh
-235,558 sh
-2%
$521,402
$78,449
SPOTIFY TECHNOLOGY S A SHS
2,249,141 sh
2,249,141 sh
NEW
$300,530
$300,530
ALTUS POWER INC COM CL A
4,017,608 sh
 
$22,016
LKQ Corp
0 sh
-6,052,751 sh
-100%
$0
-$323,277