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This page shows the Portfolio Holdings of Jeff Ubben at ValueAct Holdings, L.P.. It tells us what Jeff Ubben holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|BHI||Baker Hughes Inc||Oil & Gas - Services||14,997,500||840,910||5.3%||New Buy||+5.3%||3.47|
|HAL||Halliburton Co||Oil & Gas - Services||20,895,000||821,800||5.1%||New Buy||+5.1%||2.47|
|FOX||Twenty-First Century Fox Inc||Entertainment||30,300,000||1,117,770||7%||+20.24%||+1.18%||1.41|
|VRX||Valeant Pharmaceuticals International Inc||Drug Manufacturers||19,383,877||2,774,030||17.4%||+2.43%||+0.41%||5.77|
|ALSN||Allison Transmission Holdings Inc||Autos||19,125,204||648,344||4.1%||+6.1%||+0.24%||10.77|
|MSCI||MSCI Inc||Business Services||9,308,960||441,617||2.8%||0||0||8.31|
|AWI||Armstrong World Industries Inc||Building Materials||9,200,000||470,304||2.9%||0||0||16.76|
|WSH||Willis Group Holdings PLC||Brokers & Exchanges||18,423,835||825,572||5.2%||0||0||10.40|
|MSFT||Microsoft Corp||Application Software||74,238,243||3,448,370||21.6%||0||0||0.90|
|CBG||CBRE Group Inc||Real Estate Services||31,322,230||1,072,790||6.7%||-2.62%||-0.17%||9.41|
|FOXA||Twenty-First Century Fox Inc||Entertainment||0||0||Sold Out||-1.1%||0.00|
|COL||Rockwell Collins Inc||Aerospace & Defense||4,465,000||377,203||2.4%||-59.6%||-3.46%||3.38|
|ADBE||Adobe Systems Inc||Application Software||16,006,753||1,163,690||7.3%||-32.91%||-3.65%||3.21|
|MSI||Motorola Solutions Inc||Communication Equipment||17,588,576||1,179,840||7.4%||-39.16%||-4.82%||7.31|
|Portfolio changes after 2014-12-31 are included for Premium Members only!|