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ValueAct Holdings, L.P. Buys FedEx Corp, Verra Mobility Corp, Strategic Education Inc, Sells Alliance Data Systems Corp, Morgan Stanley, Arcosa Inc

San Francisco, CA, based Investment company ValueAct Holdings, L.P. (Current Portfolio) buys FedEx Corp, Verra Mobility Corp, Strategic Education Inc, Hawaiian Electric Industries Inc, Lindblad Expeditions Holdings Inc, sells Alliance Data Systems Corp, Morgan Stanley, Arcosa Inc, PG&E Corp, Parsons Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, ValueAct Holdings, L.P.. As of 2019Q4, ValueAct Holdings, L.P. owns 22 stocks with a total value of $9.9 billion. These are the details of the buys and sells.

For the details of Jeff Ubben's stock buys and sells,

go to https://www.gurufocus.com/guru/jeff+ubben/current-portfolio/portfolioThese are the top 5 holdings of Jeff Ubben
  1. Citigroup Inc (C) - 27,025,500 shares, 21.85% of the total portfolio. Shares reduced by 3.57%
  2. Seagate Technology PLC (STX) - 31,554,360 shares, 19.00% of the total portfolio.
  3. KKR & Co Inc (KKR) - 45,784,200 shares, 13.52% of the total portfolio. Shares reduced by 4.81%
  4. Morgan Stanley (MS) - 15,000,000 shares, 7.76% of the total portfolio. Shares reduced by 32.58%
  5. CBRE Group Inc (CBRE) - 10,225,592 shares, 6.34% of the total portfolio.
New Purchase: FedEx Corp (FDX)


ValueAct Holdings, L.P. initiated holding in FedEx Corp. The purchase prices were between $138.39 and $165.67, with an estimated average price of $154.38. The stock is now traded at around $158.62. The impact to a portfolio due to this purchase was 0.9%. The holding were 590,000 shares as of . New Purchase: Verra Mobility Corp (VRRM)


ValueAct Holdings, L.P. initiated holding in Verra Mobility Corp. The purchase prices were between $13.84 and $15.1, with an estimated average price of $14.36. The stock is now traded at around $16.59. The impact to a portfolio due to this purchase was 0.73%. The holding were 5,155,000 shares as of . New Purchase: Outfront Media Inc (OUT)


ValueAct Holdings, L.P. initiated holding in Outfront Media Inc. The purchase prices were between $24.79 and $28.29, with an estimated average price of $26.11. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 0.1%. The holding were 372,400 shares as of . Added: Strategic Education Inc (STRA)
ValueAct Holdings, L.P. added to a holding in Strategic Education Inc by 34.45%. The purchase prices were between $122.09 and $158.9, with an estimated average price of $139.23. The stock is now traded at around $167.93. The impact to a portfolio due to this purchase was 0.28%. The holding were 673,265 shares as of . Added: Hawaiian Electric Industries Inc (HE)
ValueAct Holdings, L.P. added to a holding in Hawaiian Electric Industries Inc by 25.46%. The purchase prices were between $42.98 and $47.42, with an estimated average price of $44.82. The stock is now traded at around $50.40. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,033,463 shares as of . Added: Lindblad Expeditions Holdings Inc (LIND)
ValueAct Holdings, L.P. added to a holding in Lindblad Expeditions Holdings Inc by 24.75%. The purchase prices were between $15 and $17.35, with an estimated average price of $15.95. The stock is now traded at around $15.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,568,118 shares as of . Sold Out: Arcosa Inc (ACA)
ValueAct Holdings, L.P. sold out a holding in Arcosa Inc. The sale prices were between $32.56 and $45.76, with an estimated average price of $38.65. Sold Out: PG&E Corp (PCG)
ValueAct Holdings, L.P. sold out a holding in PG&E Corp. The sale prices were between $3.8 and $12.32, with an estimated average price of $8.57. Sold Out: Parsons Corp (PSN)
ValueAct Holdings, L.P. sold out a holding in Parsons Corp. The sale prices were between $31.87 and $42.35, with an estimated average price of $37.51.

Here is the complete portfolio of Jeff Ubben. Also check out:

1. Jeff Ubben's Undervalued Stocks

2. Jeff Ubben's Top Growth Companies, and

3. Jeff Ubben's High Yield stocks

4. Stocks that Jeff Ubben keeps buying

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