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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 22 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 21.56% | - | 31,525,500 | $1.96B | $62.22 | No quote |
| 2 | STX | SEAGATE TECHNOLOGY PLC | 15.54% | Add +8.2% | 29,520,160 | $1.41B | $47.89 | No quote |
| 3 | KKR | KKR & CO INC | 13.09% | - | 50,700,000 | $1.19B | $23.49 | No quote |
| 4 | MS | MORGAN STANLEY | 12.17% | - | 26,228,561 | $1.11B | $42.20 | No quote |
| 5 | BFH | ALLIANCE DATA SYSTEMS CORP | 10.02% | - | 5,207,646 | $911.23M | $174.98 | No quote |
| 6 | CBRE | CBRE GROUP INC | 7.19% | Reduce -33.6% | 13,221,376 | $653.8M | $49.45 | No quote |
| 7 | TRN | TRINITY INDS INC | 5.23% | - | 21,900,000 | $475.89M | $21.73 | No quote |
| 8 | BHC | BAUSCH HEALTH COS INC | 4.90% | - | 18,033,149 | $445.42M | $24.70 | No quote |
| 9 | SLM | SLM CORP | 4.27% | - | 39,184,254 | $388.32M | $9.91 | No quote |
| 10 | ACA | ARCOSA INC | 1.93% | Reduce -19.6% | 5,740,963 | $175.39M | $30.55 | No quote |
| 11 | AFIIQ | ARMSTRONG FLOORING INC | 0.69% | - | 4,614,787 | $62.76M | No quote | No quote |
| 12 | HE | HAWAIIAN ELEC INDUSTRIES | 0.64% | Reduce -5.4% | 1,425,747 | $58.13M | No quote | No quote |
| 13 | STRA | STRATEGIC ED INC | 0.63% | Add +7.8% | 436,241 | $57.28M | No quote | No quote |
| 14 | EVA | ENVIVA PARTNERS LP | 0.59% | Add +128.6% | 1,654,261 | $53.35M | No quote | No quote |
| 15 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.48% | Add +25.7% | 2,890,831 | $44.09M | $15.25 | No quote |
| 16 | AES | AES CORP | 0.31% | - | 1,564,500 | $28.29M | $18.08 | No quote |
| 17 | DAR | DARLING INGREDIENTS INC | 0.27% | Add +533.6% | 1,142,528 | $24.74M | $21.65 | No quote |
| 18 | UFI | UNIFI INC | 0.24% | Add +0.3% | 1,130,902 | $21.88M | No quote | No quote |
| 19 | PCG | PG&E CORP | 0.20% | New | 1,000,000 | $17.8M | $17.80 | No quote |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | 0.06% | Reduce -97.2% | 63,910 | $5.08M | $79.42 | No quote |
| 22 | BE | BLOOM ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 21 | ARMK | ARAMARK | - | Sold | 0 | $0 | No quote | No quote |