ValueAct Holdings (Jeffrey Ubben, Bradley Singer) discloses updated portfolio positions in 13F filing
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: STX (~3 mln shares), AFI (~4.6 mln), TRN (as previously disclosed: ~6 mln), MS (~38 mln)
- Increased positions in: ADS (as previously disclosed increased to ~3.3 mln shares from ~0.5 mln shares), BHI (to ~38.9 mln from ~23.2 mln)
- Decreased positions in: MSCI (to ~1.3 mln shares from ~4.1 mln shares)
- Closed positions in: AGU (from ~3.2 mln), MSI (from ~8.2 mln)