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 10 of 15 rows. Rows without a quote are marked unavailable.


1	MSFT	MICROSOFT CORP	21.75%	Reduce -24.8%	56,623,770	$3.14B	$55.48	No quote
2	VRX	VALEANT PHARMACEUTICALS INTE	10.55%	-	14,994,261	$1.52B	No quote	No quote
3	ADBE	ADOBE SYSTEMS INC	9.11%	-	14,010,739	$1.32B	$93.94	No quote
4	FOX	TWENTY-FIRST CENTURY FOX INC	8.92%	-	47,326,334	$1.29B	$27.23	No quote
5	MSI	MOTOROLA SOLUTIONS, INC	8.33%	-	17,588,576	$1.2B	$68.45	No quote
6	CBRE	CBRE GROUP INC	7.50%	-	31,327,405	$1.08B	$34.58	No quote
7	BHI	BAKER HUGHES INC	7.43%	-	23,246,700	$1.07B	No quote	No quote
8	WSH	WILLIS GROUP HOLDINGS PLC	6.19%	-	18,423,835	$894.85M	No quote	No quote
9	AGU	AGRIUM INC	6.19%	-	10,003,451	$893.71M	No quote	No quote
10	HAL	HALLIBURTON CO	3.89%	Reduce -55.6%	16,504,295	$561.81M	$34.04	No quote
11	ALSN	ALLISON TRANSMISSION HOLDING	3.43%	-	19,125,204	$495.15M	$25.89	No quote
12	MSCI	MSCI INC	3.16%	Reduce -32.0%	6,327,311	$456.39M	$72.13	No quote
13	AWI	ARMSTRONG WORLD INDUSTRIES	2.91%	-	9,200,000	$420.72M	$45.73	No quote
14	TW	TOWERS WATSON & CO	0.64%	Add +119.7%	725,000	$93.13M	$128.46	No quote
15	AXP	AMERICAN EXPRESS COMPANY	-	Sold	0	$0	No quote	No quote