ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing:
Highlights from 2021 Q3 filing as compared to Q2 2021:
- Increased positions in: FISV (to ~10.94 mln shares from ~6.16 mln shares), NSIT (to ~3.32 mln from ~2.84 mln), LITE (to ~1 mln from ~0.97 mln)
- Maintained positions in: LKQ (~21.55 mln shares), BHC (~17.94 mln shares), STX (~17.38 mln shares), TRN (~15.01 mln shares)
- Closed positions in: BLD (from ~0.48 mln shares)
- Decreased positions in: C (to ~13.85 mln shares from ~20.75 mln shares), SLM (to ~16.91 mln from ~20.58 mln), KKR (to ~24.06 mln from ~27.22 mln), CBRE (to ~9.23 mln from ~10.23 mln)