Jeff Ubben

Jeff Ubben

ValueAct Holdings, L.P.
Last update 2020-02-14 22 Stocks (3 new)
Value $9.88 Bil Turnover 3 %
Guru Portfolio Report Download

Jeff Ubben Latest News and Articles,

Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover
22 3 9,880,645 3.02 %
22 2 9,269,466 6.69 %
23 5 9,578,139 6.52 %
20 1 9,096,452 2.08 %
21 3 8,029,129 7.81 %
20 3 10,166,188 5.14 %
17 5 11,046,581 10.84 %
12 1 9,974,871 12.37 %
13 2 9,883,194 2.76 %
14 0 9,977,214 11.34 %
15 1 11,194,191 2.31 %
14 1 11,944,486 7.66 %
14 1 12,176,479 4.16 %
13 0 11,491,045 8.88 %
14 3 11,018,380 22.41 %
14 1 10,018,710 2.51 %
14 0 14,446,345 0.35 %
15 1 17,197,259 0.75 %
14 1 18,990,036 8.77 %
15 2 18,092,276 7.52 %
14 2 15,958,461 14.01 %
13 2 14,919,388 11.68 %
14 2 13,529,237 3.09 %
14 2 13,243,949 5.32 %
12 1 12,092,087 3.39 %
14 3 11,082,044 6.60 %
14 2 9,737,638 12.78 %
15 5 8,841,036 18.22 %
14 0 7,855,137 0.00 %

Top Ranked Articles

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14 Votes
3491 Views    The Science of Hitting    2015-06-15 16:13
Business structure obscures company's value
2 Votes
242 Views    Rupert Hargreaves    2017-07-06 19:06
Guru invested in Morgan Stanley, Trinity Industries, Seagate Technology
1 Votes
842 Views    David Goodloe    2016-08-18 21:48
The company took a dip from credit card losses in 2016. Is it now back in the good graces of value investors?
1 Votes
203 Views    Robert Abbott    2018-03-08 19:38

Commentaries and Stories

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Activist firm’s largest new holding is FedEx
0 Votes
232 Views    Sydnee Gatewood    2020-02-17 16:46
Complications from spinoffs and mergers have eroded these companies’ share prices
2 Votes
820 Views    Margaret Moran    2019-12-16 23:14
Unusual circumstances may provide ideal investing opportunities
4 Votes
1265 Views    Margaret Moran    2019-12-13 22:49
Activist firm releases 3rd-quarter portfolio
0 Votes
319 Views    Sydnee Gatewood    2019-11-20 20:43
Citigroup tops the list
0 Votes
102 Views    Tiziano Frateschi    2019-10-28 20:05
Citigroup tops the list
0 Votes
230 Views    Tiziano Frateschi    2019-09-16 19:02
Stocks to consider in each subscription region as geopolitical tensions rise
1 Votes
668 Views    James Li    2019-08-26 21:03
Activist firm’s top buy is Canadian gaming company
0 Votes
355 Views    James Li    2019-08-15 19:38
Bank reports strong consumer banking revenues, but declining revenue in equity markets
0 Votes
214 Views    James Li    2019-07-15 18:29
Citigroup, Sony on the list
0 Votes
159 Views    Tiziano Frateschi    2019-06-24 20:10
Activist firm establishes position in embattled utility company PG&E
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331 Views    Sydnee Gatewood    2019-05-29 18:51
Firm takes an interest in Darling Ingredients, Aramark and Bloom Energy
0 Votes
385 Views    Sydnee Gatewood    2019-02-21 19:19
Alliance Data Systems tops the list
0 Votes
313 Views    Tiziano Frateschi    2018-12-30 15:43
Top holdings include banks hammered by inverted yield curve jitters
1 Votes
271 Views    James Li    2018-12-10 20:59
Activist firm releases quarterly portfolio
0 Votes
355 Views    Sydnee Gatewood    2018-11-21 17:33