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 10 of 22 rows. Rows without a quote are marked unavailable.
| 1 | STX | SEAGATE TECHNOLOGY PLC | 21.87% | - | 31,554,360 | $1.55B | $49.27 | |
| 2 | KKR | KKR & CO INC | 21.74% | - | 45,000,000 | $1.55B | $34.34 | |
| 3 | C | CITIGROUP INC | 16.39% | - | 27,025,500 | $1.17B | $43.11 | |
| 4 | LKQ | LKQ CORP | 8.41% | - | 21,547,746 | $597.52M | $27.73 | |
| 5 | MS | MORGAN STANLEY | 7.82% | Reduce -19.3% | 11,500,000 | $556.03M | $48.35 | |
| 6 | TRN | TRINITY INDS INC | 7.41% | - | 27,005,855 | $526.61M | $19.50 | |
| 7 | CBRE | CBRE GROUP INC | 6.76% | - | 10,229,820 | $480.5M | $46.97 | |
| 8 | BHC | BAUSCH HEALTH COS INC | 3.92% | - | 17,931,594 | $278.66M | $15.54 | |
| 9 | SLM | SLM CORP | 3.68% | - | 32,294,254 | $261.26M | $8.09 | |
| 10 | AOS | SMITH A O CORP | 1.55% | - | 2,092,510 | $110.49M | No quote | No quote |
| 11 | CDW | CDW CORP | 0.40% | New | 239,613 | $28.64M | $119.53 | |
| 12 | AFIIQ | ARMSTRONG FLOORING INC | 0.06% | - | 1,222,756 | $4.22M | No quote | No quote |
| 22 | VRRM | VERRA MOBILITY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 21 | UFI | UNIFI INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | STRA | STRATEGIC ED INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | NKLA | NIKOLA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | LIND | LINDBLAD EXPEDITIONS HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
| 17 | HE | HAWAIIAN ELEC INDUSTRIES | - | Sold | 0 | $0 | No quote | No quote |
| 16 | EVA | ENVIVA PARTNERS LP | - | Sold | 0 | $0 | No quote | No quote |
| 15 | DAR | DARLING INGREDIENTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 14 | BP | BP PLC | - | Sold | 0 | $0 | No quote | No quote |
| 13 | AES | AES CORP | - | Sold | 0 | $0 | No quote | No quote |