Manager research

ValueAct Capital

ValueAct Capital reports $5.6B across 18 holdings in 2026 Q2. Use the filing history and linked holdings to trace how the portfolio changes over time.

Latest visible filing: 2026 Q2 ยท Canonical manager URL /managers/valueact-capital

Manager profile evidence

This profile is based on the latest visible SEC 13F filing coverage. Portfolio values represent reported quarter-end positions and are not live assets under management.

Portfolio value
$5.6B
Holdings
18
Latest filing
2026 Q2
Manager status
Tracked

Top reported holdings

  • VReported top holding
  • AMZNReported top holding
  • RKTReported top holding