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 13 of 25 rows. Rows without a quote are marked unavailable.
| 1 | STX | SEAGATE TECHNOLOGY PLC | 17.49% | - | 31,554,360 | $1.53B | $48.41 | |
| 2 | KKR | KKR & CO INC | 15.91% | - | 45,000,000 | $1.39B | $30.88 | |
| 3 | C | CITIGROUP INC | 15.81% | - | 27,025,500 | $1.38B | $51.10 | |
| 4 | NKLA | NIKOLA CORP | 9.03% | New | 11,675,437 | $788.44M | No quote | No quote |
| 5 | MS | MORGAN STANLEY | 7.88% | - | 14,250,000 | $688.28M | $48.30 | |
| 6 | TRN | TRINITY INDS INC | 6.58% | - | 27,005,855 | $574.96M | $21.29 | |
| 7 | LKQ | LKQ CORP | 6.46% | - | 21,547,746 | $564.55M | $26.20 | |
| 8 | CBRE | CBRE GROUP INC | 5.30% | Add +0.0% | 10,229,820 | $462.59M | $45.22 | |
| 9 | BHC | BAUSCH HEALTH COS INC | 3.75% | - | 17,931,594 | $327.97M | $18.29 | |
| 10 | SLM | SLM CORP | 2.60% | - | 32,294,254 | $227.03M | $7.03 | |
| 11 | EVA | ENVIVA PARTNERS LP | 1.99% | Add +91.3% | 4,834,867 | $174.25M | No quote | No quote |
| 12 | HE | HAWAIIAN ELEC INDUSTRIES | 1.34% | - | 3,246,668 | $117.08M | No quote | No quote |
| 13 | AOS | SMITH A O CORP | 1.13% | - | 2,092,510 | $98.6M | No quote | No quote |
| 14 | STRA | STRATEGIC ED INC | 1.04% | Reduce -9.0% | 591,375 | $90.87M | No quote | No quote |
| 15 | AES | AES CORP | 0.89% | Add +23.0% | 5,346,500 | $77.47M | $14.49 | |
| 16 | DAR | DARLING INGREDIENTS INC | 0.74% | - | 2,640,000 | $65M | $24.62 | |
| 17 | VRRM | VERRA MOBILITY CORP | 0.69% | - | 5,905,000 | $60.7M | No quote | No quote |
| 18 | BP | BP PLC | 0.69% | Reduce -7.2% | 2,572,000 | $59.98M | $23.32 | |
| 19 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.44% | - | 4,923,247 | $38.01M | $7.72 | |
| 20 | UFI | UNIFI INC | 0.21% | - | 1,417,054 | $18.25M | No quote | No quote |
| 21 | AFIIQ | ARMSTRONG FLOORING INC | 0.04% | - | 1,222,756 | $3.66M | No quote | No quote |
| 25 | TSG | STARS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 24 | OUT | OUTFRONT MEDIA INC | - | Sold | 0 | $0 | No quote | No quote |
| 23 | HDS | HD SUPPLY HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | CMCSA | COMCAST CORP NEW | - | Sold | 0 | $0 | No quote | No quote |