ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: Maintained most of positions
Highlights from Q2 2023 filing as compared to Q1 2023:
- Maintained positions in: KKR (~20.54 mln shares), STX (~13.44 mln shares), NYT (~13.41 mln shares), FI (~11.65 mln shares), CBRE (~9.24 mln shares), NSIT (~4.51 mln shares), CRM (~3.49 mln shares)
- Decreased positions in: SPOT (to ~1.8 mln shares from ~2.25 mln shares)