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 10 of 14 rows. Rows without a quote are marked unavailable.


1	FOX	TWENTY-FIRST CENTURY FOX INC	19.44%	-	53,326,334	$1.94B	$36.37	No quote
2	STX	SEAGATE TECHNOLOGY PLC	12.59%	-	21,458,600	$1.26B	$58.52	No quote
3	BFH	ALLIANCE DATA SYSTEMS CORP	12.54%	-	5,877,400	$1.25B	$212.86	No quote
4	C	CITIGROUP	10.96%	Add +1372.7%	16,200,000	$1.09B	$67.50	No quote
5	KKR	KKR & CO LP	10.11%	Add +4.1%	49,700,000	$1.01B	$20.30	No quote
6	MS	MORGAN STANLEY	9.72%	-	17,959,620	$969.1M	$53.96	No quote
7	CBRE	CBRE GROUP INC	9.43%	Reduce -20.1%	19,916,923	$940.48M	$47.22	No quote
8	TRN	TRINITY INDS INC	7.00%	Add +15.1%	21,407,891	$698.54M	$32.63	No quote
9	AWI	ARMSTRONG WORLD INDS INC NEW	3.87%	Reduce -25.5%	6,852,612	$385.8M	$56.30	No quote
10	VRX	VALEANT PHARMACEUTICALS INTE	2.87%	Add +0.0%	18,011,537	$286.74M	No quote	No quote
11	SLM	SLM CORP	0.83%	New	7,400,000	$82.95M	$11.21	No quote
12	AFIIQ	ARMSTRONG FLOORING INC	0.63%	-	4,609,071	$62.55M	No quote	No quote
14	MSFT	MICROSOFT CORP	-	Sold	0	$0	No quote	No quote
13	ESRX	EXPRESS SCRIPTS	-	Sold	0	$0	No quote	No quote