Valueact Holdings (Jeffrey Ubben)

Valueact Holdings (Jeffrey Ubben) has filed 13F reports from Q2 2013 through Q1 2026. The portfolio has returned 9.9% annualized over five years, with 23.8% volatility and a maximum drawdown of 34.2%. Across all filing periods, 0.0% included restatements and 3.8% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.