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Focused investors/ValueAct Capital

ValueAct Capital

As of Q2 2026, ValueAct Capital reported 18 long-equity positions worth $5.63B in aggregate.

Copy-investor backtest

Latest quarter
+11.81%
1-year
-6.13%
3-year
+68.78%
5-year
+54.42%
3-year vs S&P 500
-4.46%
5-year vs S&P 500
-19.26%
5-year top 5
+37.05%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
MDBMONGODB INCReduce -84.0%0.99%165,700$55.66M$335.90$215.68 - $412.00(61%)$249.36 -> $335.90
RBLXROBLOX CORPReduce -46.2%3.04%3,147,421$171.16M$54.38$40.15 - $64.42(59%)$57.63 -> $54.38
LLYVKLIBERTY LIVE HOLDINGS INCReduce -39.0%4.07%2,172,388$229.49M$105.64$90.05 - $107.59(89%)$94.84 -> $105.64
SSDSIMPSON MFG INCReduce -40.6%3.09%830,642$173.89M$209.35$163.33 - $213.49(92%)$171.05 -> $209.35
LLYVALIBERTY LIVE HOLDINGS INCReduce -55.8%1.41%785,119$79.5M$101.26$87.44 - $103.45(86%)$92.31 -> $101.26
LYVLIVE NATION ENTERTAINMENT INReduce -51.6%0.98%302,066$55.31M$183.11$149.26 - $184.86(95%)$152.63 -> $183.11
DISDISNEY WALT COSold0$0-