ValueAct Capital

As of Q2 2026, ValueAct Capital reported 18 long-equity positions worth $5.63B in aggregate.

Copy-investor backtest

Latest quarter: +11.66%
1-year: -6.34%
3-year: +66.45%
5-year: +63.31%
3-year vs S&P 500: -6.80%
5-year vs S&P 500: -13.19%
5-year top 5: +49.00%

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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Filing period

Updated 2026-05-08 from SEC 13F data.

Live quotes available for 11 of 16 rows. Rows without a quote are marked unavailable.


1	CRM	SALESFORCE INC	24.49%	-	3,914,309	$1.07B	$273.71
2	NSIT	INSIGHT ENTERPRISES INC	20.00%	-	4,061,739	$874.86M	$215.39
3	DIS	DISNEY WALT CO	16.42%	Add +21.7%	7,464,831	$718.04M	$96.19
4	RBLX	ROBLOX CORP	10.26%	Add +340.7%	10,135,921	$448.62M	$44.26
5	TOST	TOAST INC	10.02%	New	15,482,200	$438.3M	$28.31
6	EXPE	EXPEDIA GROUP INC	8.82%	Reduce -23.6%	2,607,606	$385.98M	$148.02
7	META	META PLATFORMS INC	2.77%	New	211,500	$121.07M	$572.44
8	LYV	LIVE NATION ENTERTAINMENT IN	2.54%	New	1,014,650	$111.09M	$109.49
9	V	VISA	2.35%	New	373,600	$102.72M	$274.95
10	LLYVK	LIBERTY MEDIA CORP DEL	1.57%	New	1,337,500	$68.65M	$51.33
11	LLYVA	LIBERTY MEDIA CORP DEL	0.76%	New	671,800	$33.26M	$49.51
16	SPOT	SPOTIFY TECHNOLOGY S A	-	Sold	0	$0	No quote	No quote
15	NYT	NEW YORK TIMES CO	-	Sold	0	$0	No quote	No quote
14	KKR	KKR & CO INC	-	Sold	0	$0	No quote	No quote
13	FLUT	FLUTTER ENTMT PLC	-	Sold	0	$0	No quote	No quote
12	FI	FISERV INC	-	Sold	0	$0	No quote	No quote