ValueAct Holdings, L.P. Holdings - 2Q26

As of June 30, 2026, ValueAct Holdings, L.P. reported 18 positions comprising 18 stocks worth $5.6B. The top 5 holdings represented 57.3% of the portfolio. During the quarter, the fund entered 1 new position and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.