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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 11 of 15 rows. Rows without a quote are marked unavailable.


1	MSFT	MICROSOFT CORP	19.37%	Add +0.0%	75,273,091	$3.33B	$44.26	No quote
2	VRX	VALEANT PHARMACEUTICALS INTE	15.55%	-	14,994,261	$2.67B	No quote	No quote
3	HAL	HALLIBURTON CO	7.64%	Reduce -1.0%	37,149,560	$1.31B	$35.35	No quote
4	FOX	TWENTY-FIRST CENTURY FOX INC	7.45%	Add +6.2%	47,326,334	$1.28B	$27.07	No quote
5	BHI	BAKER HUGHES INC	7.03%	-	23,246,700	$1.21B	No quote	No quote
6	MSI	MOTOROLA SOLUTIONS, INC	6.99%	-	17,588,576	$1.2B	$68.38	No quote
7	ADBE	ADOBE SYSTEMS INC	6.70%	Reduce -10.8%	14,010,739	$1.15B	$82.22	No quote
8	CBRE	CBRE GROUP INC	5.83%	-	31,327,405	$1B	$32.00	No quote
9	AGU	AGRIUM INC	5.21%	-	10,003,451	$895.31M	No quote	No quote
10	AXP	AMERICAN EXPRESS COMPANY	4.87%	Add +1.8%	11,300,000	$837.67M	$74.13	No quote
11	WSH	WILLIS GROUP HOLDINGS PLC	4.39%	-	18,423,835	$754.83M	No quote	No quote
12	MSCI	MSCI INC	3.22%	Add +0.0%	9,309,311	$553.53M	$59.46	No quote
13	ALSN	ALLISON TRANSMISSION HOLDING	2.97%	-	19,125,204	$510.45M	$26.69	No quote
14	AWI	ARMSTRONG WORLD INDUSTRIES	2.55%	-	9,200,000	$439.21M	$47.74	No quote
15	TW	TOWERS WATSON & CO	0.23%	New	330,000	$38.74M	$117.38	No quote