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 11 of 15 rows. Rows without a quote are marked unavailable.


1	BHI	BAKER HUGHES INC	15.29%	-	31,407,820	$1.71B	No quote	No quote
2	BFH	ALLIANCE DATA SYSTEMS CORP	13.48%	-	5,877,400	$1.51B	$256.69	No quote
3	FOX	TWENTY-FIRST CENTURY FOX INC	13.28%	-	53,326,334	$1.49B	$27.87	No quote
4	CBRE	CBRE GROUP INC	11.18%	Reduce -17.9%	34,378,480	$1.25B	$36.40	No quote
5	MSFT	MICROSOFT CORP	9.86%	Reduce -30.4%	16,012,799	$1.1B	$68.93	No quote
6	WTW	WILLIS TOWERS WATSON PUB LTD	8.59%	Reduce -18.5%	6,609,358	$961.4M	$145.46	No quote
7	MS	MORGAN STANLEY	7.12%	-	17,884,620	$796.94M	$44.56	No quote
8	STX	SEAGATE TECHNOLOGY PLC	4.78%	Add +44.8%	13,815,765	$535.36M	$38.75	No quote
9	TRN	TRINITY INDS INC	3.90%	-	15,582,605	$436.78M	$28.03	No quote
10	BIVV	BIOVERATIV INC	3.85%	Reduce -15.5%	7,163,892	$431.05M	No quote	No quote
11	AWI	ARMSTRONG WORLD INDS INC NEW	3.78%	-	9,200,000	$423.2M	$46.00	No quote
12	VRX	VALEANT PHARMACEUTICALS INTE	2.78%	-	17,997,224	$311.35M	No quote	No quote
13	KKR	KKR & CO LP	0.83%	New	5,000,000	$93M	$18.60	No quote
14	AFIIQ	ARMSTRONG FLOORING INC	0.74%	Add +0.2%	4,609,071	$82.83M	No quote	No quote
15	NTCT	NETSCOUT SYS INC	0.54%	Reduce -23.9%	1,750,943	$60.23M	$34.40	No quote