ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: Affirms CRM position
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: CRM (~0.56 mln shares)
- Increased positions in: NYT (to ~13.65 mln shares from ~11.61 mln shares)
- Maintained positions in: FISV (~14.65 mln shares), STX (~13.44 mln shares), CBRE (~9.23 mln shares), NSIT (~4.42 mln shares)
- Closed positions in: C (from ~10.99 mln shares), BLD (from ~1.55 mln), RKT (from ~1.3 mln)
- Decreased positions in: LKQ (to ~6.05 mln shares from ~12.55 mln shares), KKR (to ~23.7 mln from ~26.46 mln)