Profiles >> ValueAct Capital Management LP >> 13Fs >> 2020-06-30

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 2020-06-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2020-06-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AES CORP COM 00130H105 77471 5346500 SH SOLE 5346500 0 0
ARMSTRONG FLOORING INC COM 04238R106 3656 1222756 SH SOLE 1222756 0 0
BAUSCH HEALTH COS INC COM 071734107 327969 17931594 SH SOLE 17931594 0 0
BP PLC SPONSORED ADR 055622104 59979 2572000 SH SOLE 2572000 0 0
CBRE GROUP INC CL A 12504L109 462592 10229820 SH SOLE 10229820 0 0
CITIGROUP INC COM NEW 172967424 1381003 27025500 SH SOLE 27025500 0 0
DARLING INGREDIENTS INC COM 237266101 64997 2640000 SH SOLE 2640000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 174249 4834867 SH SOLE 4834867 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 117075 3246668 SH SOLE 3246668 0 0
KKR & CO INC COM 48251W104 1389600 45000000 SH SOLE 45000000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 38007 4923247 SH SOLE 4923247 0 0
LKQ CORP COM 501889208 564551 21547746 SH SOLE 21547746 0 0
MORGAN STANLEY COM NEW 617446448 688275 14250000 SH SOLE 14250000 0 0
NIKOLA CORP COM 654110105 788442 11675437 SH SOLE 11675437 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1527547 31554360 SH SOLE 31554360 0 0
SLM CORP COM 78442P106 227029 32294254 SH SOLE 32294254 0 0
SMITH A O CORP COM 831865209 98599 2092510 SH SOLE 2092510 0 0
STRATEGIC ED INC COM 86272C103 90865 591375 SH SOLE 591375 0 0
TRINITY INDS INC COM 896522109 574955 27005855 SH SOLE 27005855 0 0
UNIFI INC COM NEW 904677200 18252 1417054 SH SOLE 1417054 0 0
VERRA MOBILITY CORP COM 92511U102 60703 5905000 SH SOLE 5905000 0 0