ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: Affirms new NYT holding, new RKT UNVR positions, affirms increased NSIT
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: NYT (confirmed ~3.1 mln share holding), RKT (~2 mln), UNVR (~0.34 mln)
- Increased positions in: KKR (to ~26.46 mln shares from ~22.61 mln shares), FISV (to ~14.65 mln from ~13.04 mln), BLD (to ~1.2 mln from ~0.21 mln), NSIT (confirms increased to ~4.1 mln from ~3.54 mln)
- Maintained positions in: BHC (~14.34 mln shares), STX (~13.44 mln shares), CBRE (~9.23 mln shares)
- Decreased positions in: LKQ (confirms lowered to ~12.55 mln shares from ~17.55 mln shares), SLM (to ~10.89 mln from ~13.9 mln), C (to ~10.99 mln from ~13.85 mln)