Profiles >> ValueAct Capital Management LP >> 13Fs >> 2017-12-31
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 2017-12-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2017-12-31
| 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 | 1489803 | 5877400 | SH | SOLE | 5877400 | 0 | 0 | ||
| ARMSTRONG FLOORING INC | COM | 04238R106 | 77985 | 4609071 | SH | SOLE | 4609071 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 557218 | 9202612 | SH | SOLE | 9202612 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 1079151 | 24916923 | SH | SOLE | 24916923 | 0 | 0 | ||
| CITIGROUP | COM NEW | 172967424 | 81851 | 1100000 | SH | SOLE | 1100000 | 0 | 0 | ||
| EXPRESS SCRIPTS | COM | 30219G108 | 89568 | 1200000 | SH | SOLE | 1200000 | 0 | 0 | ||
| KKR & CO LP | COM UNITS | 48248M102 | 1005615 | 47750000 | SH | SOLE | 47750000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 771062 | 9014063 | SH | SOLE | 9014063 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 942341 | 17959620 | SH | SOLE | 17959620 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 897827 | 21458600 | SH | SOLE | 21458600 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 697031 | 18607352 | SH | SOLE | 18607352 | 0 | 0 | ||
| TWENTY-FIRST CENTURY FOX INC | CL B | 90130A200 | 1819494 | 53326334 | SH | SOLE | 53326334 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTE | COM | 91911K102 | 374248 | 18010027 | SH | SOLE | 18010027 | 0 | 0 |