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 16 rows. Rows without a quote are marked unavailable.


1	FOX	TWENTY-FIRST CENTURY FOX INC	13.78%	-	53,326,334	$1.38B	$25.79	No quote
2	BFH	ALLIANCE DATA SYSTEMS CORP	13.05%	-	5,877,400	$1.3B	$221.55	No quote
3	BKR	BAKER HUGHES A GE CO	11.53%	New	31,407,820	$1.15B	$36.62	No quote
4	CBRE	CBRE GROUP INC	10.96%	Reduce -16.0%	28,878,480	$1.09B	$37.88	No quote
5	KKR	KKR & CO LP	9.28%	Add +811.1%	45,555,916	$926.15M	$20.33	No quote
6	MS	MORGAN STANLEY	8.63%	-	17,884,620	$861.5M	$48.17	No quote
7	STX	SEAGATE TECHNOLOGY PLC	7.13%	Add +55.3%	21,458,600	$711.78M	$33.17	No quote
8	MSFT	MICROSOFT CORP	6.73%	Reduce -43.7%	9,013,474	$671.41M	$74.49	No quote
9	TRN	TRINITY INDS INC	5.52%	Add +10.7%	17,255,115	$550.44M	$31.90	No quote
10	AWI	ARMSTRONG WORLD INDS INC NEW	4.73%	Add +0.0%	9,202,612	$471.63M	$51.25	No quote
11	WTW	WILLIS TOWERS WATSON PUB LTD	4.61%	Reduce -54.9%	2,980,008	$459.61M	$154.23	No quote
12	VRX	VALEANT PHARMACEUTICALS INTE	2.59%	Add +0.1%	18,010,027	$258.08M	No quote	No quote
13	AFIIQ	ARMSTRONG FLOORING INC	0.73%	-	4,609,071	$72.59M	No quote	No quote
14	BIVV	BIOVERATIV INC	0.73%	Reduce -82.3%	1,270,619	$72.51M	No quote	No quote
16	NTCT	NETSCOUT SYS INC	-	Sold	0	$0	No quote	No quote
15	BHI	BAKER HUGHES INC	-	Sold	0	$0	No quote	No quote