Profiles >> ValueAct Capital Management LP >> 13Fs >> 2018-03-31

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 2018-03-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2018-03-31

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 1251063 5877400 SH SOLE 5877400 0 0
ARMSTRONG FLOORING INC COM 04238R106 62545 4609071 SH SOLE 4609071 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 385802 6852612 SH SOLE 6852612 0 0
CBRE GROUP INC CL A 12504L109 940477 19916923 SH SOLE 19916923 0 0
CITIGROUP COM NEW 172967424 1093500 16200000 SH SOLE 16200000 0 0
KKR & CO LP COM UNITS 48248M102 1008910 49700000 SH SOLE 49700000 0 0
MORGAN STANLEY COM NEW 617446448 969101 17959620 SH SOLE 17959620 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1255757 21458600 SH SOLE 21458600 0 0
SLM CORP COM 78442P106 82954 7400000 SH SOLE 7400000 0 0
TRINITY INDS INC COM 896522109 698539 21407891 SH SOLE 21407891 0 0
TWENTY-FIRST CENTURY FOX INC CL B 90130A200 1939479 53326334 SH SOLE 53326334 0 0
VALEANT PHARMACEUTICALS INTE COM 91911K102 286744 18011537 SH SOLE 18011537 0 0