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 15 of 25 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 21.85% | Reduce -3.6% | 27,025,500 | $2.16B | $79.89 | No quote |
| 2 | STX | SEAGATE TECHNOLOGY PLC | 19.00% | - | 31,554,360 | $1.88B | $59.50 | No quote |
| 3 | KKR | KKR & CO INC | 13.52% | Reduce -4.8% | 45,784,200 | $1.34B | $29.17 | No quote |
| 4 | MS | MORGAN STANLEY | 7.76% | Reduce -32.6% | 15,000,000 | $766.8M | $51.12 | No quote |
| 5 | CBRE | CBRE GROUP INC | 6.34% | - | 10,225,592 | $626.73M | $61.29 | No quote |
| 6 | LKQ | LKQ CORP | 5.97% | Add +3.1% | 16,532,718 | $590.22M | $35.70 | No quote |
| 7 | TRN | TRINITY INDS INC | 5.58% | Add +10.3% | 24,889,998 | $551.31M | $22.15 | No quote |
| 8 | BHC | BAUSCH HEALTH COS INC | 5.43% | - | 17,931,594 | $536.51M | $29.92 | No quote |
| 9 | TSG | STARS GROUP INC | 3.60% | - | 13,630,000 | $355.61M | No quote | No quote |
| 10 | SLM | SLM CORP | 3.53% | - | 39,184,254 | $349.13M | $8.91 | No quote |
| 11 | STRA | STRATEGIC ED INC | 1.08% | Add +34.5% | 673,265 | $106.98M | No quote | No quote |
| 12 | HE | HAWAIIAN ELEC INDUSTRIES | 0.96% | Add +25.5% | 2,033,463 | $95.29M | No quote | No quote |
| 13 | FDX | FEDEX CORP | 0.90% | New | 590,000 | $89.21M | $151.21 | No quote |
| 14 | AES | AES CORP | 0.88% | - | 4,346,500 | $86.5M | $19.90 | No quote |
| 15 | EVA | ENVIVA PARTNERS LP | 0.79% | - | 2,104,261 | $78.51M | No quote | No quote |
| 16 | VRRM | VERRA MOBILITY CORP | 0.73% | New | 5,155,000 | $72.12M | No quote | No quote |
| 17 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.59% | Add +24.8% | 3,568,118 | $58.34M | $16.35 | No quote |
| 18 | DAR | DARLING INGREDIENTS INC | 0.58% | Reduce -8.9% | 2,040,000 | $57.28M | $28.08 | No quote |
| 19 | BFH | ALLIANCE DATA SYSTEMS CORP | 0.37% | Reduce -91.1% | 330,000 | $37.03M | $112.20 | No quote |
| 20 | UFI | UNIFI INC | 0.36% | - | 1,417,054 | $35.8M | No quote | No quote |
| 21 | OUT | OUTFRONT MEDIA INC | 0.10% | New | 372,400 | $9.99M | $26.82 | No quote |
| 22 | AFIIQ | ARMSTRONG FLOORING INC | 0.05% | - | 1,222,756 | $5.22M | No quote | No quote |
| 25 | PCG | PG&E CORP | - | Sold | 0 | $0 | No quote | No quote |
| 24 | PSN | PARSONS CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 23 | ACA | ARCOSA INC | - | Sold | 0 | $0 | No quote | No quote |