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 16 of 23 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 20.44% | Add +20.2% | 31,525,500 | $1.64B | $52.06 | No quote |
| 2 | STX | SEAGATE TECHNOLOGY PLC | 13.12% | Add +3.4% | 27,295,160 | $1.05B | $38.59 | No quote |
| 3 | MS | MORGAN STANLEY | 12.95% | Add +26.0% | 26,228,561 | $1.04B | $39.65 | No quote |
| 4 | KKR | KKR & CO INC | 12.40% | Add +2.0% | 50,700,000 | $995.24M | $19.63 | No quote |
| 5 | CBRE | CBRE GROUP INC | 9.93% | Add +0.0% | 19,921,376 | $797.65M | $40.04 | No quote |
| 6 | BFH | ALLIANCE DATA SYSTEMS CORP | 9.73% | Reduce -14.4% | 5,207,646 | $781.56M | $150.08 | No quote |
| 7 | TRN | TRINITY INDS INC | 5.62% | Add +2.3% | 21,900,000 | $450.92M | $20.59 | No quote |
| 8 | BHC | BAUSCH HEALTH COS INC | 4.15% | - | 18,033,149 | $333.07M | $18.47 | No quote |
| 9 | SLM | SLM CORP | 4.06% | - | 39,184,254 | $325.62M | $8.31 | No quote |
| 10 | ACA | ARCOSA INC | 2.46% | New | 7,135,963 | $197.6M | $27.69 | No quote |
| 11 | AWI | ARMSTRONG WORLD INDS INC NEW | 1.63% | Reduce -57.0% | 2,244,910 | $130.68M | $58.21 | No quote |
| 12 | HE | HAWAIIAN ELEC INDUSTRIES | 0.69% | Add +25.9% | 1,507,295 | $55.2M | No quote | No quote |
| 13 | AFIIQ | ARMSTRONG FLOORING INC | 0.68% | - | 4,614,787 | $54.64M | No quote | No quote |
| 14 | STRA | STRATEGIC ED INC | 0.57% | Add +67.2% | 404,741 | $45.91M | No quote | No quote |
| 15 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.39% | Add +36.0% | 2,300,572 | $30.97M | $13.46 | No quote |
| 16 | UFI | UNIFI INC | 0.32% | Add +21.9% | 1,127,679 | $25.76M | No quote | No quote |
| 17 | AES | AES CORP | 0.28% | Add +2.3% | 1,564,500 | $22.62M | $14.46 | No quote |
| 18 | EVA | ENVIVA PARTNERS LP | 0.25% | Add +4.6% | 723,650 | $20.08M | No quote | No quote |
| 19 | DAR | DARLING INGREDIENTS INC | 0.16% | New | 180,328 | $13.09M | $72.59 | No quote |
| 20 | ARMK | ARAMARK | 0.12% | New | 229,230 | $9.54M | $41.61 | No quote |
| 21 | BE | BLOOM ENERGY CORP | 0.06% | New | 250,000 | $4.49M | $17.96 | No quote |
| 23 | SYMC | SYMANTEC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 22 | XRAY | DENTSPLY SIRONA INC | - | Sold | 0 | $0 | No quote | No quote |