ValueAct Holdings (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New ESRX C positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: ESRX (~1.2 mln shares), C (~1.1 mln)
- Maintained positions in: FOX (~53.33 mln shares), KKR (~47.75 mln shares), STX (~21.46 mln shares), TRN (~18.61 mln shares), VRX (~18.01 mln shares), MS (~17.96 mln shares)
- Closed positions in: BHGE (from ~31.41 mln shares), WLTW (from ~2.98 mln), BIVV (from ~1.27 mln)
- Decreased positions in: CBG (to ~24.92 mln shares from ~28.88 mln shares)
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