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Focused investors/ValueAct Capital

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 9 of 16 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP23.07%Add +0.0%74,237,469$3.44B$46.36No quote
2VRXVALEANT PHARMACEUTICALS INTE16.64%-18,923,877$2.48BNo quoteNo quote
3MSIMOTOROLA SOLUTIONS, INC12.26%-28,907,623$1.83B$63.28No quote
4ADBEADOBE SYSTEMS INC11.07%Reduce -2.9%23,860,116$1.65B$69.19No quote
5CBRECBRE GROUP INC6.41%-32,165,849$956.61M$29.74No quote
6COLROCKWELL COLLINS INC5.81%Reduce -8.0%11,051,428$867.54MNo quoteNo quote
7FOXTWENTY-FIRST CENTURY FOX INC5.63%Add +846.3%25,200,000$839.41M$33.31No quote
8WSHWILLIS GROUP HOLDINGS PLC5.11%Add +0.0%18,423,835$762.75MNo quoteNo quote
9AWIARMSTRONG WORLD INDUSTRIES3.45%Add +240.7%9,200,000$515.2M$56.00No quote
10ALSNALLISON TRANSMISSION HOLDING3.44%-18,025,204$513.54M$28.49No quote
11AGUAGRIUM INC3.11%New5,216,753$464.29MNo quoteNo quote
12MSCIMSCI INC2.93%Reduce -0.3%9,308,960$437.71M$47.02No quote
13FOXATWENTY-FIRST CENTURY FOX INC1.06%New4,600,000$157.73M$34.29No quote
16KARKAR AUCTION SERVICES INC-Sold0$0No quoteNo quote
15EXPDEXPEDITORS INTL WASH INC-Sold0$0No quoteNo quote
14DRCDRESSER-RAND GROUP INC-Sold0$0No quoteNo quote