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.

Get email alerts when ValueAct Capital files a new 13F — sign in or create a free account.

Filing period

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

Live quotes available for 10 of 16 rows. Rows without a quote are marked unavailable.


1	MSFT	MICROSOFT CORP	31.21%	-	56,623,770	$3.13B	$55.23	No quote
2	FOX	TWENTY-FIRST CENTURY FOX INC	13.32%	-	47,326,334	$1.33B	$28.20	No quote
3	BHI	BAKER HUGHES INC	10.17%	-	23,246,700	$1.02B	No quote	No quote
4	CBRE	CBRE GROUP INC	9.47%	Add +5.1%	32,931,905	$949.1M	$28.82	No quote
5	WTW	WILLIS TOWERS WATSON PLC	9.10%	New	7,680,015	$911.31M	$118.66	No quote
6	MSI	MOTOROLA SOLUTIONS, INC	6.21%	Reduce -53.3%	8,213,576	$621.77M	$75.70	No quote
7	ALSN	ALLISON TRANSMISSION HOLDING	5.15%	-	19,125,204	$516M	$26.98	No quote
8	AWI	ARMSTRONG WORLD INDUSTRIES	4.44%	-	9,200,000	$445M	$48.37	No quote
9	VRX	VALEANT PHARMACEUTICALS INTE	3.94%	-	14,994,261	$394.35M	No quote	No quote
10	MSCI	MSCI INC	3.00%	Reduce -35.8%	4,060,900	$300.83M	$74.08	No quote
11	AGU	AGRIUM INC	2.79%	Reduce -68.3%	3,170,300	$279.91M	No quote	No quote
12	BFH	ALLIANCE DATA SYSTEMS CORP	1.19%	New	541,115	$119.05M	$220.00	No quote
13	ADBE	ADOBE SYSTEMS INC	0.01%	Reduce -100.0%	6,000	$563K	$93.83	No quote
16	WSH	WILLIS GROUP HOLDINGS PLC	-	Sold	0	$0	No quote	No quote
15	TW	TOWERS WATSON & CO	-	Sold	0	$0	No quote	No quote
14	HAL	HALLIBURTON CO	-	Sold	0	$0	No quote	No quote