ValueAct Capital was created in 2000 by activist hedge fund manager Jeffrey Ubben. For eight years, he ran the Fidelity Fund, and from 1995 to 2000, he ran Blum Capital. Ubben earned his bachelor’s degree from Duke University and his MBA from Kellogg School of Management. The 13F portfolio of ValueAct Capital now stands at $9.02 billion, up from $8.56 billion in the previous quarter. ValueAct prefers to diversify its holdings. Citigroup Inc. and Lumentum Holdings are two of its holdings. Citigroup is owned by ValueAct Capital, which holds 20.75 million shares worth $1.47 billion. The company is owned by ValueAct, which owns a $658.46 million stake in it. Fiserv, Inc. is another significant stock in ValueAct Capital’s portfolio.
Here is Insider Monkey’s list of the top 10 stocks to buy according to Jeff Ubben’s ValueAct Capital. Insight Enterprises, Inc. is a hardware, software, and services firm that specializes in information technology. According to Jeff Ubben’s ValueAct Capital, the company was created in 1988 and is currently ranked tenth among the top ten companies to purchase. Hedge fund sentiment has recently shifted against Trinity Industries, Inc. ValueAct Capital, led by Jeff Ubben, has reduced its position in the company by 36%. In the second quarter of 2021, the number of long hedge fund positions fell to 20. SLM Corporation issued a $0.03 per share quarterly dividend, unchanged from the prior quarter. SLM Corporation is owned by ValueAct Capital, which owns 20.58 million shares worth $430.93 million, or 4.77 percent of its portfolio. According to Jeff Ubben’s ValueAct Capital, Bausch Health Companies Inc. is ranked seventh among the best ten companies to purchase. 45 hedge funds have reported owning stakes in the company, indicating that it is attracting the attention of the smart money. In the second quarter of 2021, ValueAct Capital boosted its stake in Fiserv, Inc. by 617 percent. According to their analysis, Jeff Ubben’s ValueAct Capital was ranked sixth among the top ten stocks to purchase. For more details, click 10 Stocks To Buy According To Jeff Ubben’s ValueAct Capital.
