Jeffrey Ubben · quarter digest
What Jeffrey Ubben did in Q2 2025
ValueAct Capital filed 2 moves in Q2 2025: 1 new, 1 add, 0 trim, 0 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.
New positions · 1
Fresh money
NEW·6.2% book·+5
“ValueAct first entered META here.”
Adds · 1
Adding to conviction
ADD +10%·11.2% book·+7
“Building Disney.”
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Current top holdings
Jeffrey Ubben’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.