ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New LITE position, lowered SLM STX holdings
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: LITE (~0.97 mln shares)
- Increased positions in: NSIT (to ~2.84 mln shares from ~1.1 mln shares), BLD (to ~0.48 mln from ~0.22 mln)
- Maintained positions in: LKQ (~21.55 mln shares), BHC (~17.94 mln shares), CBRE (~10.23 mln shares)
- Closed positions in: FISV (from ~0.86 mln shares), OUT (from ~0.16 mln)
- Decreased positions in: TRN (to ~15.01 mln shares from ~23.11 mln shares), SLM (to ~20.58 mln from ~26.29 mln), STX (to ~17.38 mln from ~23.01 mln), KKR (to ~27.22 mln from ~31.58 mln), C (to ~20.75 mln from ~21.72 mln)