Jeffrey Ubben
ValueAct
Jeffrey W. Ubben is an American businessman and the co-founder of ValueAct Capital, a prominent hedge fund based in San Francisco, California. Ubben has built a reputation for his strategic investment approach that emphasizes long-term value creation and active engagement with portfolio companies. Under his leadership, ValueAct has successfully navigated various market conditions, focusing primarily on public equity markets and employing a unique philosophy that combines rigorous analysis with a commitment to fostering growth in the businesses they invest in. ValueAct Capital manages approximately $10 billion in assets and is known for its concentrated investment strategy, which involves taking significant stakes in a select number of companies. The firm has a notable focus on sectors such as technology, communication services, and financial services. Recent disclosures from Ubben's portfolio, spanning from August 14, 2024, to May 15, 2026, reveal a series of position reductions, exits, and increases, with a total of 131 disclosures. The largest disclosed move involved a significant transaction with Blackrock Inc (BLK), valued at approximately $743.9 million.
History Trades
| Company | Value | Action | Change | Price | Last Price |
|---|---|---|---|---|---|
| $-419.7M | TrimQ2 2024 13F | $420M | -- | $51.48 | |
| $-240.3M | ExitQ2 2024 13F | $240M | -- | $138.39 | |
| $-64.5M | TrimQ2 2024 13F | $65M | -- | $102.75 | |
| $-54.0M | TrimQ2 2024 13F | $54M | $107.65 | $96.22 | |
| $-43.6M | TrimQ2 2024 13F | $44M | -- | $172.68 | |
| $-40.2M | TrimQ2 2024 13F | $40M | -- | $267.11 | |
| $-33.5M | ExitQ2 2024 13F | $33M | -- | $187.15 | |
| $47M323.2k shares | TrimQ2 2024 13F | $31M | $144.65 | -- | |
| $-31.3M | TrimQ2 2024 13F | $31M | -- | $114.65 | |
| $-21.7M | TrimQ2 2024 13F | $22M | -- | $72.99 | |
| $-4.2M | TrimQ2 2024 13F | $4M | -- | $489.56 | |
| $-2.2M | TrimQ2 2024 13F | $2M | -- | $55.25 |