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 14 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 19.71% | Add +0.0% | 38,626,497 | $2.4B | $62.14 | No quote |
| 2 | BHI | BAKER HUGHES INC | 14.62% | Reduce -8.3% | 27,407,820 | $1.78B | No quote | No quote |
| 3 | FOX | TWENTY-FIRST CENTURY FOX INC | 11.93% | Add +6.0% | 53,326,334 | $1.45B | $27.25 | No quote |
| 4 | CBRE | CBRE GROUP INC | 10.83% | Add +20.9% | 41,873,250 | $1.32B | $31.49 | No quote |
| 5 | BFH | ALLIANCE DATA SYSTEMS CORP | 9.85% | Add +4.9% | 5,246,500 | $1.2B | $228.50 | No quote |
| 6 | MS | MORGAN STANLEY | 9.33% | Reduce -35.8% | 26,901,000 | $1.14B | $42.25 | No quote |
| 7 | WTW | WILLIS TOWERS WATSON PUB LTD | 8.14% | - | 8,108,015 | $991.45M | $122.28 | No quote |
| 8 | TRN | TRINITY INDS INC | 3.55% | Add +25.4% | 15,582,605 | $432.57M | $27.76 | No quote |
| 9 | AWI | ARMSTRONG WORLD INDS INC NEW | 3.16% | - | 9,200,000 | $384.56M | $41.80 | No quote |
| 10 | STX | SEAGATE TECHNOLOGY PLC | 2.99% | - | 9,539,490 | $364.12M | $38.17 | No quote |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | 2.91% | Reduce -45.0% | 10,525,204 | $354.59M | $33.69 | No quote |
| 12 | VRX | VALEANT PHARMACEUTICALS INTE | 1.79% | - | 14,994,261 | $217.72M | No quote | No quote |
| 13 | AFIIQ | ARMSTRONG FLOORING INC | 0.75% | - | 4,600,000 | $91.59M | No quote | No quote |
| 14 | NTCT | NETSCOUT SYS INC | 0.43% | New | 1,645,000 | $51.82M | $31.50 | No quote |