Skip to main content
HoldLens logoHoldLensConviction
← All investorsScored on The HoldLens Standard →
Investor profile
Jeffrey Ubben fund logo

Jeffrey Ubben

ValueAct Capital · Founder · Net worth: ~$600M

Founded ValueAct in 2000 after leaving Richard Blum's firm. Pioneered a gentler style of activism — joining boards, partnering with CEOs, and holding for 3-5 years. ValueAct famously helped turn around Microsoft and Adobe.

"Constructive activism. Partner with management, not fight them."
Data verified 2024-11-14 · sourced from SEC EDGAR
ShareShare on XPost to RedditSubmit to HNShare on LinkedInEmail
Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.
See the backtest →
Latest 13F: Q3 2024(554d ago)Next due: Q2 2026by 2026-08-14● RSS — move alerts
Tracked positions
5
Top concentration
38%
Longest holding
Seagate Technology (since 2018)

Jeffrey's portfolio concentration: top-1, top-5, top-10

Diversified
Top 1 · DIS
12.4%
Top 5 combined
38.2%
Top 10 combined
38.2%
Tracked positions
5
DIS logoDISTop-5 zoneTop-10

Jeffrey's single largest bet is DIS at 12.4% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.

Realized 10-year track record
ValueAct Capital partner letters
See leaderboard →
10y CAGR
8.7%
net of fees
Alpha vs S&P
-4.4%
vs 13.1% benchmark
Win rate
30%
years beating S&P
Quality score
3.4
computed 0–10
Best year
+21%
Worst year
-8%
Cumulative 10y
2.3×
Volatility
10%

Jeffrey Ubben's recent 13F moves: buys, adds, trims, and exits

Manager quality score: 3.4/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q4 2025
2 buys · 0 sells
TickerActivity% portfolio
METAAdd 10%
Activist continuing to build META exposure.
8.10%
ENPHBuy (new)
New solar position.
4.20%
Q3 2025
1 buy · 0 sells
TickerActivity% portfolio
METAAdd 26%
ValueAct META add.
1.85%
Q2 2025
2 buys · 0 sells
TickerActivity% portfolio
DISAdd 10%
Building Disney.
11.20%
METABuy (new)
ValueAct first entered META here.
6.20%
Q1 2024
0 buys · 1 sell
TickerActivity% portfolio
UNIFISell (exit)
0.00%

Jeffrey's sector breakdown

How the top 5 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.

Other
2 positions · SEAL, STX
35.3%
13.5% of AUM
Communication
1 position · DIS
32.5%
12.4% of AUM
Technology
2 positions · META, ENPH
32.2%
12.3% of AUM
Cross-portfolio overlap

Who else holds what Ubben holds

Top 6 highest-conviction overlap pairs containing Jeffrey Ubben. Each page is the full intersection of two 13F-filed portfolios.

  • vs Bill Ackman
    1 shared positions · 19% joint conviction
    Top: META
  • vs David Rolfe
    1 shared positions · 16% joint conviction
    Top: META
  • vs Chase Coleman
    1 shared positions · 16% joint conviction
    Top: META
  • vs Joel Greenblatt
    2 shared positions · 15% joint conviction
    Top: META, STX
  • vs François Rochon
    1 shared positions · 15% joint conviction
    Top: META
  • vs Terry Smith
    1 shared positions · 14% joint conviction
    Top: META

See all 435 overlap pairs →

Jeffrey Ubben's top 5 disclosed holdings (Q3 2024)

TickerCompany% Portfolio
META logoMETA
Meta Platforms
Activist position — pushing capital efficiency.
8.1%
DIS logoDIS
The Walt Disney Company
Largest position. Turnaround thesis.
12.4%
SEAL logoSEAL
SEA Limited
Southeast Asia consumer tech.
7.2%
ENPH logoENPH
Enphase Energy
Solar inverter comeback play (new Q4).
4.2%
STX logoSTX
Seagate Technology
Storage — multi-year hold.
6.3%
Advertisement
Remove with Pro →
Dividend tax by country

Estimate your withholding on cross-border dividends

Withholding rate
0%
Domestic (no cross-border)
Tax withheld
$0.00
You'd receive
$1000.00
Of $1000 gross
Source & treaty reference
Treaty: Domestic — no cross-border withholding
Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)
U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Want Jeffrey move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Investors with portfolios similar to Jeffrey Ubben

Tracked managers whose top positions overlap with Jeffrey's portfolio.

Joel Greenblatt
Gotham Asset Management
1 shared position: META
Li Lu
Himalaya Capital
1 shared position: META
Andreas Halvorsen
Viking Global Investors
1 shared position: META
See all 29 investors ranked by portfolio similarity →
ETF replication
Which ETF replicates Jeffrey's portfolio?
Closest match: QQQ · overlap score 37.3 across 1 shared top-10 names. Full ranked list of 5 ETFs →
Investing style
Jeffrey is a activist investor
See 3 other activist managers tracked. Public letters, proxy fights, board nominations, settlement agreements.
Embed on your site
Drop Jeffrey's portfolio into your blog or wiki
→

600px-wide iframe. Top-3 holdings + closest replicating ETF + investing-style tag. Updates when the underlying 13F filing updates. Free, attribution-only.

<iframe src="https://holdlens.com/embed/investor/jeffrey-ubben/" width="600" height="360" frameborder="0" loading="lazy" title="Jeffrey Ubben portfolio — HoldLens"></iframe>
Preview embed →See all embed widgetsJSON API →
Per-quarter digests

What Jeffrey Ubben did, quarter by quarter

Full move-by-move breakdown for each of the last 8 filed quarters.

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

Frequently asked questions

Who is Jeffrey Ubben?

Jeffrey Ubben runs ValueAct Capital as founder. Founded ValueAct in 2000 after leaving Richard Blum's firm. Pioneered a gentler style of activism — joining boards, partnering with CEOs, and holding for 3-5 years. ValueAct famously helped turn around Microsoft and Adobe.

What fund does Jeffrey Ubben run?

Jeffrey Ubben is founder of ValueAct Capital. ValueAct Capital files SEC Form 13F-HR quarterly with the latest disclosure dated 2024-11-14 (Q3 2024). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.

What does Jeffrey Ubben invest in?

Jeffrey Ubben's ValueAct Capital portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).

What is Jeffrey Ubben's investment philosophy?

Jeffrey Ubben's stated investment philosophy: "Constructive activism. Partner with management, not fight them.". Jeffrey Ubben has been founder of ValueAct Capital; estimated net worth ~$600M.

What is Jeffrey Ubben's net worth?

Jeffrey Ubben's estimated net worth is ~$600M. Jeffrey Ubben runs ValueAct Capital as founder; full 13F holdings disclosed quarterly with the SEC are listed below.

Data sourced from ValueAct Capital 13F filings with the SEC. Approximate snapshot. Not investment advice.

Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.