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Rank #43 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates
A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →
ValueAct's $5.7B book added 35% to Visa and opened three new positions — KKR ($300M), SPOT and WIX — while cutting DIS 87% after the campaign ran its course, plus trims to BLK, AMZN and META. Eighteen names, 81% top-10: classic engaged-minority concentration.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Mason Morfit leads ValueAct Capital, a constructive activist that takes concentrated stakes in a handful of companies and works with management — often from a board seat — to improve strategy and capital allocation.
COM
$525.19M
9.2% of portfolio
David Tepper
Terry Smith