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 11 of 14 rows. Rows without a quote are marked unavailable.
| 1 | KKR | KKR & CO INC | 16.96% | Reduce -11.6% | 24,055,349 | $1.46B | $60.88 | |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 16.61% | - | 17,377,070 | $1.43B | $82.52 | |
| 3 | FI | FISERV INC | 13.74% | New | 10,935,201 | $1.19B | No quote | No quote |
| 4 | LKQ | LKQ CORP | 12.56% | - | 21,550,411 | $1.08B | $50.32 | |
| 5 | C | CITIGROUP INC | 11.25% | Reduce -33.3% | 13,846,107 | $971.72M | $70.18 | |
| 6 | CBRE | CBRE GROUP INC | 10.41% | Reduce -9.8% | 9,232,609 | $898.89M | $97.36 | |
| 7 | BHC | BAUSCH HEALTH COS INC | 5.79% | - | 17,941,603 | $499.67M | $27.85 | |
| 8 | TRN | TRINITY INDS INC | 4.72% | - | 15,005,855 | $407.71M | $27.17 | |
| 9 | NSIT | INSIGHT ENTERPRISES INC | 3.47% | Add +16.9% | 3,324,835 | $299.5M | $90.08 | |
| 10 | SLM | SLM CORP | 3.45% | Reduce -17.8% | 16,912,667 | $297.66M | $17.60 | |
| 11 | LITE | LUMENTUM HLDGS INC | 0.97% | Add +3.4% | 1,000,000 | $83.54M | $83.54 | |
| 12 | RXT | RACKSPACE TECHNOLOGY INC | 0.07% | New | 400,000 | $5.69M | $14.22 | No quote |
| 13 | CBAHWS | CBRE ACQUISITION HLDGS INC | 0.00% | - | 18,417 | $30K | No quote | No quote |
| 14 | BLD | TOPBUILD CORP | - | Sold | 0 | $0 | No quote | No quote |