Profiles >> ValueAct Capital Management LP >> 13Fs >> 2019-09-30

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 2019-09-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2019-09-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AES CORP COM 00130H105 71022 4346500 SH SOLE 4346500 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 475061 3707646 SH SOLE 3707646 0 0
ARCOSA INC COM 039653100 53958 1577265 SH SOLE 1577265 0 0
ARMSTRONG FLOORING INC COM 04238R106 7813 1222756 SH SOLE 1222756 0 0
BAUSCH HEALTH COS INC COM 071734107 391805 17931594 SH SOLE 17931594 0 0
CBRE GROUP INC CL A 12504L109 542059 10225592 SH SOLE 10225592 0 0
CITIGROUP INC COM NEW 172967424 1936002 28025500 SH SOLE 28025500 0 0
DARLING INGREDIENTS INC COM 237266101 42851 2240000 SH SOLE 2240000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 67231 2104261 SH SOLE 2104261 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 73922 1620747 SH SOLE 1620747 0 0
KKR & CO INC CL A 48251W104 1291485 48100000 SH SOLE 48100000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 47937 2860188 SH SOLE 2860188 0 0
LKQ CORP COM 501889208 504229 16032718 SH SOLE 16032718 0 0
MORGAN STANLEY COM NEW 617446448 949408 22250000 SH SOLE 22250000 0 0
PARSONS CORPORATION COM 70202L102 9828 298000 SH SOLE 298000 0 0
PG&E CORP COM 69331C108 14448 1444800 SH SOLE 1444800 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1697309 31554360 SH SOLE 31554360 0 0
SLM CORP COM 78442P106 345801 39184254 SH SOLE 39184254 0 0
STARS GROUP INC COM 85570W100 204177 13630000 SH SOLE 13630000 0 0
STRATEGIC ED INC COM 86272C103 68044 500765 SH SOLE 500765 0 0
TRINITY INDS INC COM 896522109 444014 22561698 SH SOLE 22561698 0 0
UNIFI INC COM NEW 904677200 31062 1417054 SH SOLE 1417054 0 0