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	BHI	BAKER HUGHES INC	15.73%	Add +14.6%	31,407,820	$1.88B	No quote	No quote
2	FOX	TWENTY-FIRST CENTURY FOX INC	14.19%	-	53,326,334	$1.69B	$31.78	No quote
3	MSFT	MICROSOFT CORP	12.69%	Reduce -40.4%	23,012,089	$1.52B	$65.86	No quote
4	BFH	ALLIANCE DATA SYSTEMS CORP	12.25%	Add +12.0%	5,877,400	$1.46B	$249.00	No quote
5	CBRE	CBRE GROUP INC	12.20%	-	41,873,250	$1.46B	$34.79	No quote
6	WTW	WILLIS TOWERS WATSON PUB LTD	8.88%	-	8,108,015	$1.06B	$130.89	No quote
7	MS	MORGAN STANLEY	6.41%	Reduce -33.5%	17,884,620	$766.18M	$42.84	No quote
8	BIVV	BIOVERATIV INC	3.87%	New	8,476,892	$461.65M	No quote	No quote
9	STX	SEAGATE TECHNOLOGY PLC	3.67%	-	9,539,490	$438.15M	$45.93	No quote
10	AWI	ARMSTRONG WORLD INDS INC NEW	3.55%	-	9,200,000	$423.66M	$46.05	No quote
11	TRN	TRINITY INDS INC	3.46%	-	15,582,605	$413.72M	$26.55	No quote
12	VRX	VALEANT PHARMACEUTICALS INTE	1.66%	Add +20.0%	17,997,224	$198.51M	No quote	No quote
13	NTCT	NETSCOUT SYS INC	0.73%	Add +39.8%	2,300,000	$87.29M	$37.95	No quote
14	AFIIQ	ARMSTRONG FLOORING INC	0.71%	-	4,600,000	$84.73M	No quote	No quote
15	ALSN	ALLISON TRANSMISSION HLDGS I	-	Sold	0	$0	No quote	No quote