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Jeff Ubben Buys KKR LP, Seagate Technology PLC, Sells Willis Towers Watson PLC, Microsoft Corp, Bioverativ Inc

November 14, 2017 | About:

San Francisco, CA, based Investment company Jeff Ubben buys KKR LP, Seagate Technology PLC, sells Willis Towers Watson PLC, Microsoft Corp, Bioverativ Inc, NetScout Systems Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, ValueAct Holdings, L.P.. As of 2017-09-30, ValueAct Holdings, L.P. owns 14 stocks with a total value of $10 billion. These are the details of the buys and sells.

For the details of Jeff Ubben's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jeff+Ubben

These are the top 5 holdings of Jeff Ubben
  1. Twenty-First Century Fox Inc (FOX) - 53,326,334 shares, 13.78% of the total portfolio.
  2. Alliance Data Systems Corp (ADS) - 5,877,400 shares, 13.05% of the total portfolio.
  3. Baker Hughes, a GE Co (BHGE) - 31,407,820 shares, 11.53% of the total portfolio.
  4. CBRE Group Inc (CBG) - 28,878,480 shares, 10.96% of the total portfolio. Shares reduced by 16%
  5. KKR & Co LP (KKR) - 45,555,916 shares, 9.28% of the total portfolio. Shares added by 811.12%
Added: KKR & Co LP (KKR)

Jeff Ubben added to the holdings in KKR & Co LP by 811.12%. The purchase prices were between $18.03 and $19.99, with an estimated average price of $18.94. The stock is now traded at around $19.20. The impact to the portfolio due to this purchase was 8.26%. The holdings were 45,555,916 shares as of 2017-09-30.

Added: Seagate Technology PLC (STX)

Jeff Ubben added to the holdings in Seagate Technology PLC by 55.32%. The purchase prices were between $30.95 and $39.76, with an estimated average price of $34.06. The stock is now traded at around $37.49. The impact to the portfolio due to this purchase was 2.54%. The holdings were 21,458,600 shares as of 2017-09-30.

Sold Out: NetScout Systems Inc (NTCT)

Jeff Ubben sold out the holdings in NetScout Systems Inc. The sale prices were between $31.9 and $35.1, with an estimated average price of $33.4.



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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