ValueAct Holdings (Jeffrey Ubben, Bradley Singer) discloses updated portfolio positions in 13F filing reflecting increased BHI VRX NTCT ADS positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: BIVV (~8.48 mln shares)
- Increased positions in: BHI (to ~31.41 mln shares from ~27.41 mln shares), VRX (to ~18 mln from ~14.99 mln), NTCT (to ~2.3 mln from ~1.65 mln), ADS (to ~5.88 mln from ~5.25 mln)
- Maintained positions in: FOX (~53.33 mln shares), CBG (~41.87 mln shares), TRN (~15.58 mln shares), STX (~9.54 mln shares), AWI (~9.2 mln shares), WLTW (~8.11 mln shares)
- Closed positions in: ALSN (from ~10.53 mln shares)
- Decreased positions in: MSFT (to ~23.01 mln shares from ~38.63 mln shares), MS (to ~17.88 mln from ~26.9 mln)