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.
Get email alerts when ValueAct Capital files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 9 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CRM | SALESFORCE INC | 28.30% | Add +12.3% | 3,914,309 | $1.01B | $257.10 | |
| 2 | NSIT | INSIGHT ENTERPRISES INC | 22.66% | Reduce -10.0% | 4,061,739 | $805.69M | $198.36 | |
| 3 | DIS | DISNEY WALT CO | 17.12% | Add +13.2% | 6,133,631 | $609.01M | $99.29 | |
| 4 | EXPE | EXPEDIA GROUP INC | 12.10% | - | 3,414,568 | $430.2M | $125.99 | |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 5.97% | Reduce -17.6% | 676,553 | $212.3M | $313.79 | |
| 6 | FI | FISERV INC | 4.63% | Reduce -69.8% | 1,103,759 | $164.5M | No quote | No quote |
| 7 | KKR | KKR & CO INC | 3.57% | Reduce -36.6% | 1,207,208 | $127.05M | $105.24 | |
| 8 | RBLX | ROBLOX CORP | 2.41% | - | 2,300,000 | $85.58M | $37.21 | |
| 9 | NYT | NEW YORK TIMES CO | 1.94% | Reduce -35.8% | 1,344,392 | $68.85M | $51.21 | |
| 10 | FLUT | FLUTTER ENTMT PLC | 1.31% | Reduce -34.7% | 323,235 | $46.76M | $144.65 | |
| 12 | ILMN | ILLUMINA INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | CBRE | CBRE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |