VA
ValueAct Holdings
CIK: 0001418814 · Filing period: 2025-12-31
Bold Strategists
A 'friendly activist' that quietly earns board seats and works with management for years — an approach so respected even Microsoft gave them a seat.
1.3×
Trust Weight
16
Positions
3
In our model
3
New
8
Increasing
4
Decreasing
1
Unchanged
In Our Model Portfolio
These holdings also appear in the Big Money Radar model
Recent Moves
What ValueAct Holdings opened, added to, or trimmed in their latest 13F — 13 position changes
RKT
ROCKET COS INC
▲ Added +48%
11.7% of port.
BLK
BLACKROCK INC
▲ Added +6%
9.9% of port.
TOST
TOAST INC
▲ Added +10%
7.0% of port.
KKR
KKR & CO INC
▲ Added +8%
5.8% of port.
SPOT
SPOTIFY TECHNOLOGY S A
▲ Added +47%
4.3% of port.
LLYVK
LIBERTY LIVE HOLDINGS INC
▼ Trimmed -39%
4.1% of port.
SSD
SIMPSON MFG INC
▼ Trimmed -41%
3.1% of port.
RBLX
ROBLOX CORP
▼ Trimmed -46%
3.0% of port.
CBRE
CBRE GROUP INC
▲ Added +323%
2.4% of port.
LLYVA
LIBERTY LIVE HOLDINGS INC
▼ Trimmed -56%
1.4% of port.
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
16 positions, sorted by portfolio weight
← swipe to see all columns
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | Other | 11.3% | ▲ Increasing | +3% |
| 2 | AMAZON COM INC | AMZN | Consumer | 11.2% | ▼ Decreasing | -3% |
| 3 | ROCKET COS INC | RKT | Other | 10.8% | ▲ Increasing | +55% |
| 4 | BLACKROCK INC | BLK | Other | 10.6% | ● New | NEW |
| 5 | META PLATFORMS INC | META | Technology | 9.8% | ▲ Increasing | +36% |
| 6 | VISA INC | V | Financials | 8.6% | ▲ Increasing | +10% |
| 7 | MONGODB INC | MDB | Other | 8.4% | ▼ Decreasing | -34% |
| 8 | ROBLOX CORP | RBLX | Other | 6.9% | ▲ Increasing | +40% |
| 9 | DISNEY WALT CO | DIS | Other | 5.0% | ▼ Decreasing | -30% |
| 10 | LIBERTY LIVE HOLDINGS INC | LLYVK | Other | 4.3% | ● New | NEW |
| 11 | TOAST INC | TOST | Other | 4.0% | ▲ Increasing | +136% |
| 12 | SIMPSON MFG INC | SSD | Other | 3.4% | ▲ Increasing | +22% |
| 13 | LIBERTY LIVE HOLDINGS INC | LLYVA | Other | 2.1% | ● New | NEW |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | Other | 1.7% | ▲ Increasing | +28% |
| 15 | INSIGHT ENTERPRISES INC | IEI | Other | 1.4% | ▼ Decreasing | -46% |
| 16 | CBRE GROUP INC | CBRE | Other | 0.5% | — Unchanged | — |
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for ValueAct Holdings, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.
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