What Jeffrey Ubben did in Q1 2025

ValueAct Capital filed 0 moves in Q1 2025: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.

No moves recorded for Jeffrey Ubben in Q1 2025. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

Jeffrey Ubben’s book, latest snapshot

#	Ticker	Weight	Conviction
1	META Meta Platforms	8.1%	+5
2	DIS The Walt Disney Company	12.4%	+7
3	SEAL SEA Limited	7.2%	0
4	ENPH Enphase Energy	4.2%	+5
5	STX Seagate Technology	6.3%	0

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.