Valueact Holdings (Jeffrey Ubben)

Valueact Holdings (Jeffrey Ubben) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 18.8% annualized over five years, with 23.2% volatility and a maximum drawdown of 57.6%. Across all filing periods, 0.0% included restatements and 3.9% 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.