SmartMoneyDB

ValueAct Holdings, L.P.

SAN FRANCISCO, CA · CIK 0001418814

Portfolio Value: $8.03B
Positions: 21
Period: 2018-12-31
Filed: 2019-02-14

Portfolio Value

$8.03B

Positions

21

New

4

Increased

12

Decreased

2

Sold Out

36

ValueAct Holdings, L.P. Q4 2018 13F Filing Summary

ValueAct Holdings, L.P. (SAN FRANCISCO, CA) reported a portfolio value of $8.03B across 21 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). Top holdings include C ($1.64B), STX ($1.05B), MS ($1.04B). The top 10 positions account for 94.9% of the portfolio. This quarter saw 4 new positions, 12 increases, 2 reductions, 36 complete exits. Notable new buys: ACA ($197.59M), DAR ($13.09M), ARMK ($9.54M). Notable exits: XRAY, SYMCEUR, ATI.

All Holdings

#StockValueWeightChange
1
CCITIGROUP INC
COM NEW
$1.64B
20.44%
+20.2%
2
STXSEAGATE TECHNOLOGY PLC
SHS
$1.05B
13.12%
+3.4%
3
MSMORGAN STANLEY
COM NEW
$1.04B
12.95%
+26.0%
4
KKRKKR & CO INC
CL A
$995.24M
12.40%
+2.0%
5
CBRECBRE GROUP INC
CL A
$797.65M
9.93%
+0.0%
6
BFHALLIANCE DATA SYSTEMS CORP
COM
$781.56M
9.73%
-14.4%
7
TRNTRINITY INDS INC
COM
$450.92M
5.62%
+2.3%
8
THCHBAUSCH HEALTH COS INC
COM
$333.07M
4.15%
-
9
SLMSLM CORP
COM
$325.62M
4.06%
-
10
ACAARCOSA INC
COM
$197.59M
2.46%
New
11
TRONARMSTRONG WORLD INDS INC NEW
COM
$130.68M
1.63%
-57.0%
12
IESCHAWAIIAN ELEC INDUSTRIES
COM
$55.20M
0.69%
+25.9%
13
TRONARMSTRONG FLOORING INC
COM
$54.64M
0.68%
-
14
STRASTRATEGIC ED INC
COM
$45.91M
0.57%
+67.2%
15
XPLINDBLAD EXPEDITIONS HLDGS I
COM
$30.97M
0.39%
+36.0%
16
UFIUNIFI INC
COM NEW
$25.76M
0.32%
+21.9%
17
AESAES CORP
COM
$22.62M
0.28%
+2.3%
18
PARENVIVA PARTNERS LP
COM UNIT
$20.08M
0.25%
+4.6%
19
DARDARLING INGREDIENTS INC
COM
$13.09M
0.16%
New
20
ARMKARAMARK
COM
$9.54M
0.12%
New
21
BEBLOOM ENERGY CORP
COM CL A
$4.49M
0.06%
New

Position Changes

StockValueShares
ACAARCOSA INC
$197.59M7,135,963
DARDARLING INGREDIENTS INC
$13.09M180,328
ARMKARAMARK
$9.54M229,230
BEBLOOM ENERGY CORP
$4.49M250,000