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 10 of 14 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 19.36% | Reduce -31.8% | 38,624,678 | $2.22B | $57.60 | No quote |
| 2 | BHI | BAKER HUGHES INC | 13.13% | Reduce -23.1% | 29,886,200 | $1.51B | No quote | No quote |
| 3 | MS | MORGAN STANLEY | 11.69% | Add +10.3% | 41,900,000 | $1.34B | $32.06 | No quote |
| 4 | FOX | TWENTY-FIRST CENTURY FOX INC | 10.84% | Add +6.3% | 50,326,334 | $1.25B | $24.74 | No quote |
| 5 | WTW | WILLIS TOWERS WATSON PUB LTD | 9.37% | - | 8,108,015 | $1.08B | $132.77 | No quote |
| 6 | BFH | ALLIANCE DATA SYSTEMS CORP | 9.33% | Add +52.1% | 5,000,000 | $1.07B | $214.53 | No quote |
| 7 | CBRE | CBRE GROUP INC | 8.43% | Add +5.1% | 34,620,054 | $968.67M | $27.98 | No quote |
| 8 | ALSN | ALLISON TRANSMISSION HLDGS I | 4.77% | - | 19,125,204 | $548.51M | $28.68 | No quote |
| 9 | AWI | ARMSTRONG WORLD INDS INC NEW | 3.31% | - | 9,200,000 | $380.14M | $41.32 | No quote |
| 10 | VRX | VALEANT PHARMACEUTICALS INTE | 3.20% | - | 14,994,261 | $368.11M | No quote | No quote |
| 11 | STX | SEAGATE TECHNOLOGY PLC | 3.20% | Add +218.0% | 9,539,490 | $367.75M | $38.55 | No quote |
| 12 | TRN | TRINITY INDS INC | 2.61% | Add +107.0% | 12,421,000 | $300.34M | $24.18 | No quote |
| 13 | AFIIQ | ARMSTRONG FLOORING INC | 0.76% | - | 4,600,000 | $86.85M | No quote | No quote |
| 14 | MSCI | MSCI INC | - | Sold | 0 | $0 | No quote | No quote |