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Investor profile
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."
Tracked positions
5
Top concentration
38%
Longest holding
Seagate Technology (since 2018)
Realized 10-year track record
ValueAct Capital partner letters
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%
Recent moves
Manager quality score: 8/10
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| META | Meta Platforms Activist position — pushing capital efficiency. | 8.1% |
| DIS | The Walt Disney Company Largest position. Turnaround thesis. | 12.4% |
| SEAL | SEA Limited Southeast Asia consumer tech. | 7.2% |
| ENPH | Enphase Energy Solar inverter comeback play (new Q4). | 4.2% |
| STX | Seagate Technology Storage — multi-year hold. | 6.3% |
Want Jeffrey move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Jeffrey's portfolio.
Data sourced from ValueAct Capital 13F filings with the SEC. Approximate snapshot. Not investment advice.