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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 9 of 16 rows. Rows without a quote are marked unavailable.


1	MSFT	MICROSOFT CORP	22.88%	Add +4.1%	74,236,642	$3.1B	$41.70	No quote
2	VRX	VALEANT PHARMACEUTICALS INTE	17.64%	-	18,923,877	$2.39B	No quote	No quote
3	MSI	MOTOROLA SOLUTIONS, INC	14.22%	-	28,907,623	$1.92B	$66.57	No quote
4	ADBE	ADOBE SYSTEMS INC	13.14%	Reduce -3.0%	24,560,116	$1.78B	$72.36	No quote
5	CBRE	CBRE GROUP INC	7.62%	Add +0.0%	32,165,849	$1.03B	$32.04	No quote
6	COL	ROCKWELL COLLINS INC	6.94%	Reduce -8.4%	12,011,700	$938.59M	No quote	No quote
7	WSH	WILLIS GROUP HOLDINGS PLC	5.90%	-	18,422,600	$797.7M	No quote	No quote
8	ALSN	ALLISON TRANSMISSION HOLDING	4.14%	-	18,025,204	$560.58M	$31.10	No quote
9	MSCI	MSCI INC	3.17%	Add +14.8%	9,341,288	$428.3M	$45.85	No quote
10	DRC	DRESSER-RAND GROUP INC	2.05%	Reduce -13.0%	4,358,408	$277.76M	No quote	No quote
11	AWI	ARMSTRONG WORLD INDUSTRIES	1.15%	New	2,700,000	$155.06M	$57.43	No quote
12	FOX	TWENTY-FIRST CENTURY FOX	0.67%	New	2,663,083	$91.16M	$34.23	No quote
13	EXPD	EXPEDITORS INTL WASH INC	0.30%	Reduce -58.6%	905,364	$39.98M	$44.16	No quote
14	KAR	KAR AUCTION SERVICES INC	0.19%	-	803,628	$25.61M	No quote	No quote
16	SYMC	SYMANTEC CORP	-	Sold	0	$0	No quote	No quote
15	MCRS	MICROS SYSTEMS INC	-	Sold	0	$0	No quote	No quote