ValueAct Holdings (Jeffrey Ubben founder, Bradley Singer) discloses updated portfolio positions in 13F filing: Notable new position in BHGE... Closed out BHGI, NTCT
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: BHGE (~31.41 mln shares)
- Increased positions in: KKR (to ~45.56 mln shares from ~5 mln shares), STX (to ~21.46 mln from ~13.82 mln), TRN (to ~17.26 mln from ~15.58 mln)
- Maintained positions in: FOX (~53.33 mln shares), VRX (~18.01 mln shares), MS (~17.88 mln shares), AWI (~9.2 mln shares), ADS (~5.88 mln shares)
- Closed positions in: BHGI (from ~31.41 mln shares), NTCT (from ~1.75 mln)
- Decreased positions in: MSFT (to ~9.01 mln shares from ~16.01 mln shares), BIVV (to ~1.27 mln from ~7.16 mln), CBG (to ~28.88 mln from ~34.38 mln), WLTW (to ~2.98 mln from ~6.61 mln)