ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New BLD position, Affirms increased NSIT holding
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: BLD (~0.21 mln shares)
- Increased positions in: NSIT (to ~3.54 mln shares from ~3.32 mln shares)
- Maintained positions in: KKR (~22.61 mln shares), LKQ (~17.55 mln shares), C (~13.85 mln shares), FISV (~13.04 mln shares), CBRE (~9.23 mln shares)
- Decreased positions in: TRN (confirms lowered holding to ~0.09 mln shares from ~3.87 mln shares), STX (confirms lowered holding to ~13.44 mln from ~15.49 mln), BHC (to ~14.43 mln from ~15.62 mln), SLM (confirms lowered holding to ~13.9 mln from ~14.6 mln)