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Jeffrey Ubben's full portfolio
Portfolio similarity

Investors who trade like Jeffrey Ubben

The 29 other tracked superinvestors ranked by shared-ticker overlap with Jeffrey Ubben's (ValueAct Capital) latest 13F portfolio. Jaccard similarity — the fraction of tickers held by both investors out of the union of tickers held by either.

Top similar investors

  1. 1
    Bill Ackman fund logo
    Bill Ackman
    Pershing Square Capital
    7%
    Jaccard
    1 shared of 15 total tickersMETA
  2. 2
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    4%
    Jaccard
    1 shared of 23 total tickersMETA
  3. 3
    Terry Smith fund logo
    Terry Smith
    Fundsmith
    4%
    Jaccard
    1 shared of 28 total tickersMETA
  4. 4
    David Tepper fund logo
    David Tepper
    Appaloosa Management
    3%
    Jaccard
    1 shared of 29 total tickersMETA
  5. 5
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    3%
    Jaccard
    1 shared of 33 total tickersMETA
  6. 6
    Chase Coleman fund logo
    Chase Coleman
    Tiger Global Management
    2%
    Jaccard
    1 shared of 41 total tickersMETA
  7. 7
    François Rochon fund logo
    François Rochon
    Giverny Capital
    2%
    Jaccard
    1 shared of 45 total tickersMETA
  8. 8
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    1%
    Jaccard
    1 shared of 69 total tickersMETA
  9. 9
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    1%
    Jaccard
    1 shared of 91 total tickersMETA
  10. 10
    Joel Greenblatt fund logo
    Joel Greenblatt
    Gotham Asset Management
    0%
    Jaccard
    2 shared of 539 total tickersMETA · STX
  11. 11
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    0%
    Jaccard
    0 shared of 44 total tickers
  12. 12
    Carl Icahn fund logo
    Carl Icahn
    Icahn Enterprises
    0%
    Jaccard
    0 shared of 8 total tickers
  13. 13
    David Einhorn fund logo
    David Einhorn
    Greenlight Capital
    0%
    Jaccard
    0 shared of 23 total tickers
  14. 14
    Seth Klarman fund logo
    Seth Klarman
    Baupost Group
    0%
    Jaccard
    0 shared of 20 total tickers
  15. 15
    Michael Burry fund logo
    Michael Burry
    Scion Asset Management
    0%
    Jaccard
    0 shared of 12 total tickers

Method

Jaccard similarity = |A ∩ B| / |A ∪ B| where A and B are the sets of tickers each investor holds in their most recent 13F filing.

A score of 100% means both investors hold exactly the same tickers. A score of 0% means no overlap. In practice, tracked superinvestors rarely exceed 40% — they pick unique spots even within similar philosophies.

Source data: SEC EDGAR 13F-HR filings, latest quarter available per investor. v1 uses unweighted Jaccard (set membership). v2 will add position-weighted similarity for a finer-grained score.

Related

Similarity computed from publicly filed 13F portfolios. 13F filings show long US equity positions only (no shorts, no cash, no non-US positions). Not investment advice.