Profiles >> ValueAct Capital Management LP >> 13Fs >> 2018-12-31

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 2018-12-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2018-12-31

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AES CORP COM 00130H105 22623 1564500 SH SOLE 1564500 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 781564 5207646 SH SOLE 5207646 0 0
ARAMARK COM 03852U106 9538 229230 SH SOLE 229230 0 0
ARCOSA INC COM 039653100 197595 7135963 SH SOLE 7135963 0 0
ARMSTRONG FLOORING INC COM 04238R106 54639 4614787 SH SOLE 4614787 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 130676 2244910 SH SOLE 2244910 0 0
BAUSCH HEALTH COS INC COM 071734107 333072 18033149 SH SOLE 18033149 0 0
BLOOM ENERGY CORP COM CL A 093712107 4491 250000 SH SOLE 250000 0 0
CBRE GROUP INC CL A 12504L109 797652 19921376 SH SOLE 19921376 0 0
CITIGROUP INC COM NEW 172967424 1641218 31525500 SH SOLE 31525500 0 0
DARLING INGREDIENTS INC COM 237266101 13090 180328 SH SOLE 180328 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 20081 723650 SH SOLE 723650 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 55197 1507295 SH SOLE 1507295 0 0
KKR & CO INC CL A 48251W104 995241 50700000 SH SOLE 50700000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 30966 2300572 SH SOLE 2300572 0 0
MORGAN STANLEY COM NEW 617446448 1039962 26228561 SH SOLE 26228561 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1053320 27295160 SH SOLE 27295160 0 0
SLM CORP COM 78442P106 325621 39184254 SH SOLE 39184254 0 0
STRATEGIC ED INC COM 86272C103 45906 404741 SH SOLE 404741 0 0
TRINITY INDS INC COM 896522109 450921 21900000 SH SOLE 21900000 0 0
UNIFI INC COM NEW 904677200 25756 1127679 SH SOLE 1127679 0 0