ValueAct Holdings (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New XRAY HE SYMC positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: XRAY (~2.2 mln shares), HE (~1.2 mln), SYMC (~0.5 mln)
- Increased positions in: STX (to ~26.4 mln shares from ~22.4 mln shares), MS (to ~20.81 mln from ~18.71 mln), STRA (to ~0.24 mln from ~0.19 mln), SLM (to ~39.18 mln from ~37.61 mln), C (to ~26.23 mln from ~25.18 mln)
- Maintained positions in: KKR (~49.7 mln shares), TRN (~21.41 mln shares), CBRE (~19.92 mln shares), BHC (~18.03 mln shares), ADS (~6.08 mln shares)
- Closed positions in: FOX (from ~28.63 mln shares)
- Decreased positions in: AWI (to ~5.22 mln shares from ~6.85 mln shares)