Jeff Ubben

Jeff Ubben

Last Update: 02-17-2015

Number of Stocks: 14
Number of New Stocks: 2

Total Value: $15,958 Mil
Q/Q Turnover: 14%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Jeff Ubben Bought these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AGU Agrium Inc 2014-12-31 Add1.78%$82.79 - $102.29
($93.85)
$ 107.5013%Add 57.09%8,194,898
FOX Twenty-First Century Fox Inc 2014-12-31 Add1.18%$30.71 - $37.495
($34.15)
$ 33.01-3%Add 20.24%30,300,000
VRX Valeant Pharmaceuticals International Inc 2014-12-31 Add0.41%$113.56 - $146.39
($134.66)
$ 198.4832%Add 2.43%19,383,877
ALSN Allison Transmission Holdings Inc 2014-12-31 Add0.24%$26.55 - $34.38
($31.92)
$ 31.37-2%Add 6.10%19,125,204
FOX Twenty-First Century Fox Inc 2014-09-30 Add5.01%$31.03 - $35.28
($33.73)
$ 33.01-2%Add 846.27%25,200,000
AWI Armstrong World Industries Inc 2014-09-30 Add2.47%$48.68 - $59.33
($55.71)
$ 56.401%Add 240.74%9,200,000
MSFT Microsoft Corp 2014-06-30 Add0.91%$39.06 - $42.25
($40.45)
$ 40.931%Add 4.14%74,236,642
MSCI MSCI Inc 2014-06-30 Add0.41%$40.54 - $45.47
($43.01)
$ 59.8228%Add 14.85%9,341,288
DRC Dresser-Rand Group Inc 2014-03-31 Add1.91%$53.47 - $59.63
($56.99)
$ 79.8029%Add 660.90%5,008,408
MSFT Microsoft Corp 2014-03-31 Add1.37%$34.98 - $40.5
($37.47)
$ 40.938%Add 6.61%71,285,530
MSCI MSCI Inc 2014-03-31 Add0.22%$40.28 - $46.27
($43.62)
$ 59.8227%Add 9.11%8,133,117
ALSN Allison Transmission Holdings Inc 2013-12-31 Add3.05%$23.82 - $28.04
($25.87)
$ 31.3718%Add 289.72%18,025,204
MSFT Microsoft Corp 2013-09-30 Add2.74%$31.152 - $36.27
($32.87)
$ 40.9320%Add 15.78%66,865,530
COL Rockwell Collins Inc 2013-09-30 Add1.18%$63.1 - $74.69
($70.85)
$ 94.5425%Add 17.29%13,113,000
CF CF Industries Holdings Inc 2013-09-30 Add0.79%$171.84 - $214.01
($191.58)
$ 288.3934%Add 41.22%1,412,200
MSCI MSCI Inc 2013-09-30 Add0.44%$33.72 - $41.01
($37.36)
$ 59.8238%Add 19.25%7,394,017
MSFT Microsoft Corp 2013-06-30 Add8.66%$28.56 - $35.67
($32.76)
$ 40.9320%Add 73.15%57,750,000
VRX Valeant Pharmaceuticals International Inc 2013-06-30 Add1.2%$71.79 - $91.8
($78.8)
$ 198.4860%Add 7.77%18,923,877
WSH Willis Group Holdings PLC 2013-06-30 Add0.72%$38.27 - $42
($39.97)
$ 47.7316%Add 10.39%18,214,700
MCRS Micros Systems Inc 2013-06-30 Add0.35%$41.74 - $45.73
($43.27)
$ 67.9936%Add 13.04%6,697,308
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Jeff Ubben's Profile:

JEFFREY W. UBBEN is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners (“Blum”) for more than five years. Previously, Mr. Ubben is a former chairman and director of Martha Stewart Living Omnimedia, Inc., a former director of Acxiom Corp., Catalina Marketing Corp., Gartner Group, Inc., Insurance Auto Auctions, Inc., Mentor Corporation, Omnicare, Inc., Misys, plc, Per-Se Technologies, Inc., Sara Lee Corp. and several other public and private companies. In addition, Mr. Ubben serves as chairman of the national board of the Posse Foundation, is on the board of trustees of Northwestern University, and is also on the board of the American Conservatory Theater. He has a B.A. from Duke University and an M.B.A. from the J. L. Kellogg Graduate School of Management at Northwestern University.

» More Profile & Performance

Jeff Ubben's Current Portfolio:

Ticker Shares Value ($1000)
MSFT03,448,370
VRX02,774,030
MSI01,179,840
ADBE01,163,690
FOX01,117,770
CBG01,072,790
BHI0840,910
WSH0825,572
HAL0821,800
AGU0776,221
» More Current Portfolio

Jeff Ubben's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 184 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Healthcare 17.4% 17.4%
Consumer Cyclical 11.1% 11.1%
Industrials 10.4% 10.4%
Basic Materials 7.8% 7.8%
Real Estate 6.7% 6.7%
Financial Services 5.2% 5.2%
Technology 5.2% 5.2%
» More Sector Weightings

Jeff Ubben's News:

» More Related News


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