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This page shows the Portfolio Holdings of Jeff Ubben at ValueAct Capital. 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|
|ALSN||Allison Transmission Holdings Inc||Autos||18,025,204||497,676||4.1%||+289.72%||+3.05%||9.67|
|DRC||Dresser-Rand Group, Inc.||Oil & Gas - Services||658,222||39,250||0.32%||New Buy||+0.32%||0.86|
|MSCI||MSCI, Inc.||Business Services||7,454,117||325,894||2.7%||+0.81%||+0.02%||6.16|
|KAR||KAR Auction Services, Inc.||Autos||803,628||23,747||0.2%||0||0||0.58|
|MCRS||Micros Systems, Inc.||Application Software||6,697,308||384,225||3.2%||0||0||8.74|
|WSH||Willis Group Holdings PLC||Brokers & Exchanges||18,214,700||816,201||6.7%||0||0||10.34|
|CBG||CBRE Group Inc||Real Estate Services||32,162,764||845,881||7%||0||0||9.70|
|COL||Rockwell Collins, Inc.||Aerospace & Defense||13,113,000||969,313||8%||0||0||9.71|
|MSI||Motorola Solutions, Inc.||Communication Equipment||28,907,623||1,951,260||16.1%||0||0||10.87|
|VRX||Valeant Pharmaceuticals International Inc||Drug Manufacturers||18,923,877||2,221,660||18.4%||0||0||5.69|
|MSFT||Microsoft Corporation||Application Software||66,865,530||2,501,440||20.7%||0||0||0.80|
|VLO||Valero Energy Corporation||Oil & Gas - Refining & Marketing||0||0||Sold Out||-0.2%||0.00|
|MOS||Mosaic Co||Agriculture||0||0||Sold Out||-0.22%||0.00|
|CF||CF Industries Holdings Inc||Agriculture||0||0||Sold Out||-2.7%||0.00|
|ADBE||Adobe Systems Inc||Application Software||25,310,116||1,515,540||12.5%||-19.15%||-2.82%||5.04|
|Portfolio changes after 2013-12-31 are included for Premium Members only!|