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 2026-09-12 from SEC 13F data.

Live quotes available for 10 of 15 rows. Rows without a quote are marked unavailable.


1	KKR	KKR & CO INC	19.28%	Reduce -13.8%	27,221,126	$1.61B	$59.24
2	STX	SEAGATE TECHNOLOGY HLDNGS PL	18.27%	New	17,377,070	$1.53B	$87.93
3	C	CITIGROUP INC	17.55%	Reduce -4.5%	20,745,704	$1.47B	$70.75
4	LKQ	LKQ CORP	12.68%	Add +0.0%	21,550,411	$1.06B	$49.22
5	CBRE	CBRE GROUP INC	10.49%	Add +0.0%	10,232,609	$877.24M	$85.73
6	BHC	BAUSCH HEALTH COS INC	6.29%	-	17,941,603	$526.05M	$29.32
7	SLM	SLM CORP	5.15%	Reduce -21.7%	20,579,254	$430.93M	$20.94
8	TRN	TRINITY INDS INC	4.82%	Reduce -35.1%	15,005,855	$403.51M	$26.89
9	NSIT	INSIGHT ENTERPRISES INC	3.40%	Add +158.5%	2,843,690	$284.4M	$100.01
10	BLD	TOPBUILD CORP	1.13%	Add +116.4%	480,000	$94.93M	No quote	No quote
11	LITE	LUMENTUM HOLDINGS INC	0.95%	New	967,049	$79.33M	$82.03
12	CBAHWS	CBRE ACQUISITION HLDGS INC	0.00%	-	18,417	$20K	No quote	No quote
15	STX	SEAGATE TECHNOLOGY PLC	-	Sold	0	$0	No quote	No quote
14	OUT	OUTFRONT MEDIA INC	-	Sold	0	$0	No quote	No quote
13	FI	FISERV INC	-	Sold	0	$0	No quote	No quote