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 10 of 13 rows. Rows without a quote are marked unavailable.
| 1 | STX | SEAGATE TECHNOLOGY PLC | 21.74% | Reduce -4.5% | 30,146,673 | $1.87B | $62.16 | |
| 2 | C | CITIGROUP INC | 19.33% | - | 27,025,500 | $1.67B | $61.66 | |
| 3 | KKR | KKR & CO INC | 17.87% | Reduce -15.4% | 38,050,000 | $1.54B | $40.49 | |
| 4 | LKQ | LKQ CORP | 8.81% | - | 21,547,746 | $759.34M | $35.24 | |
| 5 | TRN | TRINITY INDS INC | 8.27% | - | 27,005,855 | $712.69M | $26.39 | |
| 6 | CBRE | CBRE GROUP INC | 7.44% | - | 10,229,820 | $641.61M | $62.72 | |
| 7 | MS | MORGAN STANLEY | 6.58% | Reduce -28.0% | 8,283,722 | $567.68M | $68.53 | |
| 8 | SLM | SLM CORP | 4.64% | - | 32,294,254 | $400.13M | $12.39 | |
| 9 | BHC | BAUSCH HEALTH COS INC | 4.33% | Add +0.1% | 17,941,603 | $373.19M | $20.80 | |
| 10 | CDW | CDW CORP | 0.56% | Add +53.6% | 368,116 | $48.51M | $131.79 | |
| 11 | FI | FISERV INC | 0.43% | New | 328,281 | $37.38M | No quote | No quote |
| 13 | AOS | SMITH A O CORP | - | Sold | 0 | $0 | No quote | No quote |
| 12 | AFIIQ | ARMSTRONG FLOORING INC | - | Sold | 0 | $0 | No quote | No quote |