Profiles >> ValueAct Capital Management LP >> 13Fs >> 2020-12-31

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 2020-12-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2020-12-31

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BAUSCH HEALTH COS INC COM 071734107 373185 17941603 SH SOLE 17941603 0 0
CBRE GROUP INC CL A 12504L109 641614 10229820 SH SOLE 10229820 0 0
CDW CORP COM 12514G108 48514 368116 SH SOLE 368116 0 0
CITIGROUP INC COM NEW 172967424 1666392 27025500 SH SOLE 27025500 0 0
FISERV INC COM 337738108 37378 328281 SH SOLE 328281 0 0
KKR & CO INC COM 48251W104 1540645 38050000 SH SOLE 38050000 0 0
LKQ CORP COM 501889208 759343 21547746 SH SOLE 21547746 0 0
MORGAN STANLEY COM NEW 617446448 567683 8283722 SH SOLE 8283722 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1873917 30146673 SH SOLE 30146673 0 0
SLM CORP COM 78442P106 400126 32294254 SH SOLE 32294254 0 0
TRINITY INDS INC COM 896522109 712685 27005855 SH SOLE 27005855 0 0