Jeff Ubben

Jeff Ubben

Last Update: 2014-03-05

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $12,092 Mil
Q/Q Turnover: 3%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ALSN Allison Transmission... 2013-12-31 Add3.05%$23.82 - $28.04
($25.87)
$ 29.6114%Add 289.72%18,025,204
MSFT Microsoft Corporatio... 2013-09-30 Add2.74%$31.152 - $36.27
($32.87)
$ 40.423%Add 15.78%66,865,530
COL Rockwell Collins, In... 2013-09-30 Add1.18%$63.1 - $74.69
($70.85)
$ 78.5711%Add 17.29%13,113,000
CF CF Industries Holdin... 2013-09-30 Add0.79%$171.84 - $214.01
($191.58)
$ 247.7229%Add 41.22%1,412,200
MSCI MSCI, Inc. 2013-09-30 Add0.44%$33.72 - $41.01
($37.36)
$ 42.1213%Add 19.25%7,394,017
MSFT Microsoft Corporatio... 2013-06-30 Add8.66%$28.56 - $35.67
($32.76)
$ 40.423%Add 73.15%57,750,000
VRX Valeant Pharmaceutic... 2013-06-30 Add1.2%$71.79 - $91.8
($78.8)
$ 121.4554%Add 7.77%18,923,877
WSH Willis Group Holding... 2013-06-30 Add0.72%$38.27 - $42
($39.97)
$ 42.286%Add 10.39%18,214,700
MCRS Micros Systems, Inc. 2013-06-30 Add0.35%$41.74 - $45.73
($43.27)
$ 51.5419%Add 13.04%6,697,308
WSH Willis Group Holding... 2013-03-31 Add2.34%$33.53 - $39.49
($36.48)
$ 42.2816%Add 46.2%16,500,000
COL Rockwell Collins, In... 2013-03-31 Add0.45%$57.89 - $63.82
($60.22)
$ 78.5730%Add 6.03%11,179,009
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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 Capital. 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)
MSFT66,865,5302,501,440
VRX18,923,8772,221,660
MSI28,907,6231,951,260
ADBE25,310,1161,515,540
COL13,113,000969,313
CBG32,162,764845,881
WSH18,214,700816,201
ALSN18,025,204497,676
MCRS6,697,308384,225
MSCI7,454,117325,894
» More Current Portfolio

Jeff Ubben's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 18.4% 18.4%
Technology 10.7% 10.7%
Real Estate 7% 7%
Financial Services 6.7% 6.7%
Consumer Cyclical 4.3% 4.3%
Industrials 0.3% 0.3%
Basic Materials 0% 0%
» More Sector Weightings

Jeff Ubben's News:

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