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.
Biggest Wins
| Position | Reported Price | Last Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $244.77 | $333.04 | +$92M | +36.1% | $346M | |
| $208.27 | $254.96 | +$135M | +22.4% | $735M | |
| $302.24 | $365.14 | +$146M | +20.8% | $846M | |
| $152.51 | $182.31 | +$19M | +19.5% | $114M | |
| $572.13 | $681.31 | +$100M | +19.1% | $624M | |
| $26.51 | $30.39 | +$50M | +14.6% | $392M | |
| $92.50 | $102.75 | +$34M | +11.1% | $337M | |
| $961.71 | $1,063.03 | +$55M | +10.5% | $581M | |
| $171.62 | $189.61 | +$25M | +10.5% | $265M | |
| $91.64 | $97.66 | +$11M | +6.57% | $174M | |
| $135.46 | $138.39 | +$687k | +2.16% | $32M | |
| $484.91 | $489.56 | +$2M | +0.96% | $176M |