ValueAct Holdings (founder Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: Affirms increased STX stake
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: KKR (~5 mln shares)
- Increased positions in: STX (to ~13.82 mln shares from ~9.54 mln shares)
- Maintained positions in: FOX (~53.33 mln shares), VRX (~18 mln shares), MS (~17.88 mln shares), TRN (~15.58 mln shares), AWI (~9.2 mln shares), ADS (~5.88 mln shares)
- Decreased positions in: CBG (to ~34.38 mln shares from ~41.87 mln shares), MSFT (to ~16.01 mln from ~23.01 mln), WLTW (to ~6.61 mln from ~8.11 mln), BIVV (to ~7.16 mln from ~8.48 mln), NTCT (to ~1.75 mln from ~2.3 mln)