Jeffrey Ubben · quarter digest
What Jeffrey Ubben did in Q3 2025
ValueAct Capital filed 1 moves in Q3 2025: 0 new, 1 add, 0 trim, 0 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.
Adds · 1
Adding to conviction
ADD +26%·1.9% book·+5
“ValueAct META add.”
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Current top holdings
Jeffrey Ubben’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.