13F filing recap · Q2 2008

What did ValueAct Capital buy in Q2 2008?

Reported stock-position changes between this filing and the previous one.

Stock value

$3.71B

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SLESara Lee Corp$468.13Mreported value+38.21M shares ITGartner, Inc.$430.77Mreported value+20.79M shares MCOMoody’s Corporation$410.92Mreported value+11.93M shares MDZMds Inc$374.35Mreported value+23.11M shares EFXEquifax Inc$368.10Mreported value+10.95M shares OCROmnicare Inc$308.94Mreported value+11.78M shares VRXValeant Pharmaceuticals International, Inc.$226.56Mreported value+13.24M shares WCRXWarner Chilcott Plc$223.75Mreported value+13.20M shares BFHBread Financial Holdings, Inc.$205.44Mreported value+3.63M shares TRIThomson Reuters Corporation$165.87Mreported value+6.19M shares EYEAdvanced Medical Optics Inc$165.13Mreported value+8.81M shares MHFIS&P Global Inc.$149.89Mreported value+3.74M shares RAMPLiveramp Holdings, Inc.$119.03Mreported value+10.36M shares CIMChimera Investment Corporation$40.84Mreported value+4.53M shares ZZSealy Corporation$26.98Mreported value+4.70M shares GVHRGevity HR Inc$17.70Mreported value+3.29M shares RHIRobert Half Inc.$9.83Mreported value+410.0K shares