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 12 of 17 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP | 15.25% | Add +55.4% | 25,175,500 | $1.68B | $66.92 | No quote |
| 2 | BFH | ALLIANCE DATA SYSTEMS CORP | 12.84% | Add +3.5% | 6,082,646 | $1.42B | $233.20 | No quote |
| 3 | FOX | TWENTY-FIRST CENTURY FOX INC | 12.77% | Reduce -46.3% | 28,626,334 | $1.41B | $49.27 | No quote |
| 4 | STX | SEAGATE TECHNOLOGY PLC | 11.45% | Add +4.4% | 22,404,700 | $1.27B | $56.47 | No quote |
| 5 | KKR | KKR & CO LP | 11.18% | - | 49,700,000 | $1.24B | $24.85 | No quote |
| 6 | CBRE | CBRE GROUP INC | 8.61% | - | 19,916,923 | $950.83M | $47.74 | No quote |
| 7 | MS | MORGAN STANLEY | 8.03% | Add +4.2% | 18,709,620 | $886.84M | $47.40 | No quote |
| 8 | TRN | TRINITY INDS INC | 6.64% | - | 21,407,891 | $733.44M | $34.26 | No quote |
| 9 | AWI | ARMSTRONG WORLD INDS INC NEW | 3.92% | - | 6,852,612 | $433.09M | $63.20 | No quote |
| 10 | SLM | SLM CORP | 3.90% | Add +408.2% | 37,605,408 | $430.58M | $11.45 | No quote |
| 11 | VRX | VALEANT PHARMACEUTICALS INTE | 3.79% | Add +0.1% | 18,033,149 | $419.09M | No quote | No quote |
| 12 | AFIIQ | ARMSTRONG FLOORING INC | 0.59% | Add +0.1% | 4,614,787 | $64.79M | No quote | No quote |
| 13 | UFI | UNIFI, INC. | 0.27% | New | 925,000 | $29.32M | No quote | No quote |
| 14 | LIND | LINDBLAD EXPEDITIONS HOLDINGS INC | 0.20% | New | 1,691,300 | $22.41M | $13.25 | No quote |
| 15 | STRA | STRAYER EDUCATION | 0.20% | New | 193,457 | $21.86M | No quote | No quote |
| 16 | AES | AES CORP | 0.19% | New | 1,529,500 | $20.51M | $13.41 | No quote |
| 17 | EVA | ENVIVA PARTNERS LP | 0.18% | New | 685,453 | $19.95M | No quote | No quote |