Profiles >> ValueAct Capital Management LP >> 13Fs >> 2017-09-30

ValueAct Capital Management LP

Last Updated: 3/2/2021

ValueAct Capital Management LP is a Limited Partnership that started in 2000 and is primarily owned and controlled by Jeffrey W. Ubben. To see a profile of the company, click here.

Below is the 13F Filing for ValueAct Capital Management LP for Report Period 2017-09-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2017-09-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ALLIANCE DATA SYSTEMS CORP COM 018581108 1302138 5877400 SH SOLE 5877400 0 0
ARMSTRONG FLOORING INC COM 04238R106 72593 4609071 SH SOLE 4609071 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 471634 9202612 SH SOLE 9202612 0 0
BAKER HUGHES A GE CO CL A 05722G100 1150154 31407820 SH SOLE 31407820 0 0
BIOVERATIV INC COM 09075E100 72514 1270619 SH SOLE 1270619 0 0
CBRE GROUP INC CL A 12504L109 1093917 28878480 SH SOLE 28878480 0 0
KKR & CO LP COM UNITS 48248M102 926152 45555916 SH SOLE 45555916 0 0
MICROSOFT CORP COM 594918104 671413 9013474 SH SOLE 9013474 0 0
MORGAN STANLEY COM NEW 617446448 861502 17884620 SH SOLE 17884620 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 711782 21458600 SH SOLE 21458600 0 0
TRINITY INDS INC COM 896522109 550438 17255115 SH SOLE 17255115 0 0
TWENTY-FIRST CENTURY FOX INC CL B 90130A200 1375286 53326334 SH SOLE 53326334 0 0
VALEANT PHARMACEUTICALS INTE COM 91911K102 258084 18010027 SH SOLE 18010027 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 459607 2980008 SH SOLE 2980008 0 0