ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New SPOT position, Increased CRM holding, Exited LKQ
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: SPOT (~2.25 mln shares)
- Increased positions in: CRM (to ~3.49 mln shares from ~0.56 mln shares)
- Maintained positions in: STX (~13.44 mln shares), NYT (~13.41 mln shares), CBRE (~9.23 mln shares), NSIT (~4.51 mln shares)
- Closed positions in: LKQ (from ~6.05 mln shares)
- Decreased positions in: KKR (to ~20.54 mln shares from ~23.7 mln shares), FISV (to ~11.65 mln from ~14.65 mln)