Profiles >> ValueAct Capital Management LP >> 13Fs >> 2019-03-31

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 2019-03-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2019-03-31

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AES CORP COM 00130H105 28286 1564500 SH SOLE 1564500 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 911234 5207646 SH SOLE 5207646 0 0
ARCOSA INC COM 039653100 175386 5740963 SH SOLE 5740963 0 0
ARMSTRONG FLOORING INC COM 04238R106 62761 4614787 SH SOLE 4614787 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 5076 63910 SH SOLE 63910 0 0
BAUSCH HEALTH COS INC COM 071734107 445419 18033149 SH SOLE 18033149 0 0
CBRE GROUP INC CL A 12504L109 653797 13221376 SH SOLE 13221376 0 0
CITIGROUP INC COM NEW 172967424 1961517 31525500 SH SOLE 31525500 0 0
DARLING INGREDIENTS INC COM 237266101 24736 1142528 SH SOLE 1142528 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 53350 1654261 SH SOLE 1654261 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 58128 1425747 SH SOLE 1425747 0 0
KKR & CO INC CL A 48251W104 1190943 50700000 SH SOLE 50700000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 44085 2890831 SH SOLE 2890831 0 0
MORGAN STANLEY COM NEW 617446448 1106845 26228561 SH SOLE 26228561 0 0
PG&E CORP COM 69331C108 17800 1000000 SH SOLE 1000000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1413720 29520160 SH SOLE 29520160 0 0
SLM CORP COM 78442P106 388316 39184254 SH SOLE 39184254 0 0
STRATEGIC ED INC COM 86272C103 57283 436241 SH SOLE 436241 0 0
TRINITY INDS INC COM 896522109 475887 21900000 SH SOLE 21900000 0 0
UNIFI INC COM NEW 904677200 21883 1130902 SH SOLE 1130902 0 0