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 16 rows. Rows without a quote are marked unavailable.


1	FOX	TWENTY-FIRST CENTURY FOX INC	18.41%	-	53,326,334	$1.82B	$34.12	No quote
2	BFH	ALLIANCE DATA SYSTEMS CORP	15.07%	-	5,877,400	$1.49B	$253.48	No quote
3	CBRE	CBRE GROUP INC	10.92%	Reduce -13.7%	24,916,923	$1.08B	$43.31	No quote
4	KKR	KKR & CO LP	10.18%	Add +4.8%	47,750,000	$1.01B	$21.06	No quote
5	MS	MORGAN STANLEY	9.53%	Add +0.4%	17,959,620	$942.34M	$52.47	No quote
6	STX	SEAGATE TECHNOLOGY PLC	9.08%	-	21,458,600	$897.83M	$41.84	No quote
7	MSFT	MICROSOFT CORP	7.80%	Add +0.0%	9,014,063	$771.06M	$85.54	No quote
8	TRN	TRINITY INDS INC	7.05%	Add +7.8%	18,607,352	$697.03M	$37.46	No quote
9	AWI	ARMSTRONG WORLD INDS INC NEW	5.64%	-	9,202,612	$557.22M	$60.55	No quote
10	VRX	VALEANT PHARMACEUTICALS INTE	3.79%	-	18,010,027	$374.25M	No quote	No quote
11	ESRX	EXPRESS SCRIPTS	0.91%	New	1,200,000	$89.57M	No quote	No quote
12	C	CITIGROUP	0.83%	New	1,100,000	$81.85M	$74.41	No quote
13	AFIIQ	ARMSTRONG FLOORING INC	0.79%	-	4,609,071	$77.99M	No quote	No quote
16	WTW	WILLIS TOWERS WATSON PUB LTD	-	Sold	0	$0	No quote	No quote
15	BIVV	BIOVERATIV INC	-	Sold	0	$0	No quote	No quote
14	BKR	BAKER HUGHES A GE CO	-	Sold	0	$0	No quote	No quote