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	STX	SEAGATE TECHNOLOGY PLC	20.61%	Reduce -23.7%	23,011,223	$1.77B	$76.75
2	C	CITIGROUP INC	18.44%	Reduce -19.6%	21,723,719	$1.58B	$72.75
3	KKR	KKR & CO INC	18.01%	Reduce -17.0%	31,584,672	$1.54B	$48.85
4	LKQ	LKQ CORP	10.65%	-	21,547,746	$912.12M	$42.33
5	CBRE	CBRE GROUP INC	9.45%	-	10,229,820	$809.28M	$79.11
6	TRN	TRINITY INDS INC	7.68%	Reduce -14.4%	23,105,855	$658.29M	$28.49
7	BHC	BAUSCH HEALTH COS INC	6.65%	-	17,941,603	$569.47M	$31.74
8	SLM	SLM CORP	5.51%	Reduce -18.6%	26,294,254	$472.51M	$17.97
9	NSIT	INSIGHT ENTERPRISES INC	1.23%	New	1,100,000	$104.96M	$95.42
10	FI	FISERV INC	1.19%	Add +162.0%	860,000	$102.37M	No quote	No quote
11	BLD	TOPBUILD CORP	0.54%	New	221,770	$46.45M	No quote	No quote
12	OUT	OUTFRONT MEDIA INC	0.04%	New	157,448	$3.44M	$21.83
13	CBAHWS	CBRE ACQUISITION HLDGS INC	0.00%	New	18,417	$17K	No quote	No quote
15	MS	MORGAN STANLEY	-	Sold	0	$0	No quote	No quote
14	CDW	CDW CORP	-	Sold	0	$0	No quote	No quote