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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|
|FOX||Twenty-First Century Fox Inc||Entertainment||25,200,000||839,412||5.6%||+846.27%||+5.01%||1.15|
|AGU||Agrium Inc||Agriculture||5,216,753||464,291||3.1%||New Buy||+3.1%||3.62|
|AWI||Armstrong World Industries Inc||Building Materials||9,200,000||515,200||3.5%||+240.74%||+2.47%||16.76|
|FOXA||Twenty-First Century Fox Inc||Entertainment||4,600,000||157,734||1.1%||New Buy||+1.1%||0.21|
|ALSN||Allison Transmission Holdings Inc||Autos||18,025,204||513,538||3.4%||0||0||10.15|
|WSH||Willis Group Holdings PLC||Brokers & Exchanges||18,423,835||762,747||5.1%||+0.01%||0||10.33|
|CBG||CBRE Group Inc||Real Estate Services||32,165,849||956,612||6.4%||0||0||9.69|
|MSI||Motorola Solutions Inc||Communication Equipment||28,907,623||1,829,270||12.3%||0||0||11.52|
|VRX||Valeant Pharmaceuticals International Inc||Drug Manufacturers||18,923,877||2,482,810||16.6%||0||0||5.64|
|MSFT||Microsoft Corp||Application Software||74,237,469||3,441,650||23.1%||0||0||0.90|
|MSCI||MSCI Inc||Business Services||9,308,960||437,707||2.9%||-0.35%||-0.01%||8.31|
|KAR||KAR Auction Services Inc||Retail - Apparel & Specialty||0||0||Sold Out||-0.19%||0.00|
|EXPD||Expeditors International of Washington Inc||Transportation & Logistics||0||0||Sold Out||-0.3%||0.00|
|ADBE||Adobe Systems Inc||Application Software||23,860,116||1,650,880||11.1%||-2.85%||-0.37%||4.78|
|COL||Rockwell Collins Inc||Aerospace & Defense||11,051,428||867,537||5.8%||-7.99%||-0.55%||8.18|
|DRC||Dresser-Rand Group Inc||Oil & Gas - Services||0||0||Sold Out||-2.1%||0.00|
|Portfolio changes after 2014-09-30 are included for Premium Members only!|