ValueAct Holdings (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New LIND AES positions ; Increases SLM C holdings
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: LIND (~1.69 mln shares), AES (~1.53 mln), UFI (~0.93 mln-- as previously disclosed), EVA (~0.69 mln), STRA (~0.19 mln)
- Increased positions in: SLM (to ~37.61 mln shares from ~7.4 mln shares), C (to ~25.18 mln from ~16.2 mln), STX (to ~22.4 mln from ~21.46 mln) ADS (to ~6.08 mln from ~5.88 mln) MS (to ~18.71 mln from ~17.96 mln)
- Maintained positions in: KKR (~49.7 mln shares), TRN (~21.41 mln shares), CBRE (~19.92 mln shares), BHC (~18.03 mln shares), AWI (~6.85 mln shares)
- Decreased positions in: FOX (to ~28.63 mln shares from ~53.33 mln shares)