Institution (13F filer) · disclosed-activity record
ValueAct Holdings, L.P.
Institution (13F)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Disclosed $ (bull / bear)
$3.5B / $3.8B
Most active in: AMZN (3) · BLK (3) · DIS (3) · LLYVA (3) · LLYVK (3) · LYV (3) · MDB (3) · RBLX (3)
Disclosures, last 12 months
25 of 51 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|
| 2026-06-30 | AMZN | added to a position | $100.3M | — |
| 2026-06-30 | BLK | added to a position | $34.1M | — |
| 2026-06-30 | CBRE | added to a position | $101.9M | — |
| 2026-06-30 | DIS | exited a position | $38.6M | — |
| 2026-06-30 | KKR | added to a position | $23.2M | — |
| 2026-06-30 | LLYVA | trimmed a position | $83.4M | — |
| 2026-06-30 | LLYVK | trimmed a position |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals