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Head-to-head comparison

Jeffrey Ubben vs Terry Smith

Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerJeffrey %Terry %
META8.1%6.5%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Jeffrey Ubben
  • METAADD +10%
    Activist continuing to build META exposure.
  • ENPHNEW
    New solar position.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.