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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 11 of 17 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 26.30% | Add +0.0% | 56,624,678 | $2.9B | $51.17 | No quote |
| 2 | BHI | BAKER HUGHES INC | 15.93% | Add +67.3% | 38,886,200 | $1.75B | No quote | No quote |
| 3 | FOX | TWENTY-FIRST CENTURY FOX INC | 11.70% | - | 47,326,334 | $1.29B | $27.25 | No quote |
| 4 | WTW | WILLIS TOWERS WATSON PLC | 9.15% | Add +5.6% | 8,108,015 | $1.01B | $124.31 | No quote |
| 5 | MS | MORGAN STANLEY | 8.96% | New | 38,000,000 | $987.24M | $25.98 | No quote |
| 6 | CBRE | CBRE GROUP INC | 7.92% | Add +0.0% | 32,935,794 | $872.14M | $26.48 | No quote |
| 7 | BFH | ALLIANCE DATA SYSTEMS CORP | 5.85% | Add +507.6% | 3,287,910 | $644.17M | $195.92 | No quote |
| 8 | ALSN | ALLISON TRANSMISSION HOLDING | 4.90% | - | 19,125,204 | $539.91M | $28.23 | No quote |
| 9 | AWI | ARMSTRONG WORLD INDUSTRIES | 3.27% | - | 9,200,000 | $360.18M | $39.15 | No quote |
| 10 | VRX | VALEANT PHARMACEUTICALS INTE | 2.74% | - | 14,994,261 | $301.98M | No quote | No quote |
| 11 | TRN | TRINITY INDUSTRIES INC | 1.01% | New | 6,000,000 | $111.42M | $18.57 | No quote |
| 12 | MSCI | MSCI INC | 0.91% | Reduce -68.0% | 1,300,900 | $100.33M | $77.12 | No quote |
| 13 | AFIIQ | ARMSTRONG FLOORING INC | 0.71% | New | 4,600,000 | $77.97M | No quote | No quote |
| 14 | STX | SEAGATE TECHNOLOGY PLC | 0.66% | New | 3,000,000 | $73.08M | $24.36 | No quote |
| 17 | MSI | MOTOROLA SOLUTIONS, INC | - | Sold | 0 | $0 | No quote | No quote |
| 16 | AGU | AGRIUM INC | - | Sold | 0 | $0 | No quote | No quote |
| 15 | ADBE | ADOBE SYSTEMS INC | - | Sold | 0 | $0 | No quote | No quote |