ValueAct Capital Management, L.P.
CIK 1351069 · last filed 2023-05-02
ValueAct Capital Management, L.P. is a corporate insider who has filed 41 SEC Form 4 insider transactions across 20 companies since 2007. The most recent filing, for AMPS, was dated May 2, 2023. Across all open-market trades the lifetime net is −$4.63B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $51.77B across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$51.77B
20
41
-$4.63B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Altus Power, Inc. (AMPS) Delisted | Director | 4,017,628 | $4.99 | $20.05M | $0 | 1 | 2023-05-02 |
| NSIT | Director | 3,543,143 | $106.09 | $375.89M | $62.65M | 1 | 2022-02-28 |
| HE | Director | 1,237,657 | $12.88 | $15.94M | $0 | 1 | 2020-07-02 |
| CBRE | Director | 10,232,609 | $129.95 | $1.33B | $0 | 1 | 2020-05-18 |
| TRN | 10%+ Owner | 25,893,819 | $35.13 | $909.65M | $92.95M | 5 | 2020-02-11 |
| STX | Director | 27,300,306 | $1094.04 | $29.87B | $397.03M | 3 | 2019-10-30 |
| BHC | Director | 16,983,241 | $4.67 | $79.31M | $0 | 1 | 2019-05-03 |
| WILLIS TOWERS WATSON PLC (WLTW) Delisted | Director | 5,506,418 | $231.56 | $1.28B | -$1.19B | 3 | 2017-08-16 |
| MSFT | Director | 14,445,750 | $367.34 | $5.31B | $0 | 2 | 2017-05-31 |
| CBRE GROUP, INC. (CBG) Delisted | Director | 41,423,250 | — | — | $537.27M | 2 | 2016-11-09 |
| MSCI | Director | 3,762,700 | $580.85 | $2.19B | -$876.66M | 2 | 2016-05-04 |
| MSI | Director | 10,964,933 | $392.23 | $4.30B | -$3.26B | 2 | 2016-03-02 |
| ALSN | Director | 19,125,204 | $121.12 | $2.32B | $0 | 2 | 2015-11-30 |
| ADBE | Director | 24,240,116 | $194.90 | $4.72B | -$303.12M | 1 | 2014-07-31 |
| IT | Director | 2,824,702 | $125.73 | $355.15M | -$130.64M | 2 | 2011-11-30 |
| IMMUCOR INC (BLUD) Delisted | 10%+ Owner | 7,340,665 | — | — | $35.90M | 1 | 2010-05-24 |
| VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | 10%+ Owner | 17,001,493 | — | — | $7.65M | 2 | 2009-06-26 |
| LiveRamp Holdings, Inc. (ACXM) Delisted | 10%+ Owner | 8,262 | — | — | $0 | 1 | 2008-08-28 |
| SIRVA INC (SIR) Delisted | Director | 8,567,763 | — | — | $0 | 1 | 2007-08-27 |
| Archrock, Inc. (EXH) Delisted | Director | 562,315 | — | — | $0 | 1 | 2007-08-22 |
Recent Filings
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-02 | Altus Power, Inc. (AMPS) Delisted | Exer (M) | +140 | $0 | EDGAR |
| 2022-02-28 | NSIT | Buy (P) | +611,114 | $62.65M | EDGAR |
| 2020-07-02 | HE | Grant (A) | +24,957 | $0 | EDGAR |
| 2020-05-18 | CBRE | Mixed | −11,512 | $0 | EDGAR |
| 2020-02-11 | TRN | Buy (P) | +64,816 | $1.36M | EDGAR |
| 2019-10-30 | STX | Mixed | +29,637 | -$963.1K | EDGAR |
| 2019-05-03 | BHC | Mixed | +59,733 | $1.40M | EDGAR |
| 2018-12-10 | STX | Buy (P) | +2,400,000 | $97.47M | EDGAR |
| 2018-08-02 | STX | Buy (P) | +5,676,000 | $299.56M | EDGAR |
| 2017-11-20 | TRN | Buy (P) | +257,820 | $8.51M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.