ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: Confirms increased NYT holding, Exited BHC SLM
Highlights from 2022 Q3 filing as compared to Q3 2022:
- Increased positions in: NYT (to ~11.61 mln shares from ~3.1 mln shares), BLD (to ~1.55 mln from ~1.2 mln), NSIT (to ~4.42 mln from ~4.1 mln)
- Maintained positions in: KKR (~26.46 mln shares), FISV (~14.65 mln shares), STX (~13.44 mln shares), LKQ (~12.55 mln shares), C (~10.99 mln shares), CBRE (~9.23 mln shares)
- Closed positions in: BHC (from ~14.34 mln shares), SLM (from ~10.89 mln), UNVR (from ~0.34 mln), TRN (from ~0.09 mln)
- Decreased positions in: RKT (to ~1.3 mln shares from ~2 mln shares)