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ValueAct Capital (ValueAct Capital) - FilingSpy

ValueAct Capital

ValueAct Capital

ValueAct Capital

$6.96B

Overview Activity Holdings

Buys

AOSNEW

A. O. Smith Corporation

$79.12M

+2.09M shares

BPNEW

Bp Plc

$67.61M

+2.77M shares

Comcast Corporation

$11.28M

+328.0K shares

HDSNEW

Hd Supply Holdings Inc

$711.0K

+25.0K shares

Lkq Corporation

$590.22M =$441.94M

16.53M+5.02M (+30.33%)

Trinity Industries Inc

$551.31M =$433.98M

24.89M+2.12M (+8.50%)

Hawaiian Electric Industries Inc

$95.29M + $44.48M =$139.77M

2.03M+1.21M (+59.66%)

Enviva Partners LP

$78.51M =$67.53M

2.10M+422.9K (+20.10%)

Darling Ingredients Inc

$57.28M =$50.61M

2.04M+600.0K (+29.41%)

Outfront Media Inc

$9.99M + $36.21M =$46.20M

372.4K+3.05M (+820.30%)

Verra Mobility Corp

$72.12M =$42.16M

5.16M+750.0K (+14.55%)

Lindblad Expeditions Holdings, Inc.

$58.34M =$20.53M

3.57M+1.36M (+37.98%)

Sells

BFHEXIT

Bread Financial Holdings Inc

$37.03M - $37.03M =Closed

-330.0K shares (100%)

FDXEXIT

Fedex Corp.

$89.21M - $89.21M =Closed

-590.0K shares (100%)

Kkr & Co Inc

$1.34B - $279.38M =$1.06B

45.00M left-784.2K (-1.71%)

Morgan Stanley

$766.80M - $282.30M =$484.50M

14.25M left-750.0K (-5.00%)

Slm Corp

$349.13M - $116.94M =$232.20M

32.29M left-6.89M (-17.58%)

Strategic Education, Inc.

$106.98M - $16.14M =$90.84M

650.0K left-23.3K (-3.46%)