ValueAct Capital Master Fund, L.P.
CIK 1464912 · last filed 2025-05-12
ValueAct Capital Master Fund, L.P. is a corporate insider who has filed 110 SEC Form 4 insider transactions across 23 companies since 2009. The most recent filing shows the insider sold $549.9M of NSIT on May 12, 2025. Across all open-market trades the lifetime net is −$15.79B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $27.98B 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.
$27.98B
23
110
-$15.79B
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NSIT | Director | 3,461,739 | $125.26 | $433.62M | -$549.95M | 2 | 2025-05-12 |
| CRM | Director | 3,486,863 | $181.67 | $633.46M | $0 | 1 | 2023-05-23 |
| STX | Director | 15,487,070 | $742.86 | $11.50B | -$4.12B | 4 | 2021-11-15 |
| CBRE | Director | 9,232,609 | $147.83 | $1.36B | -$768.52M | 1 | 2021-08-12 |
| LKQ | Director | 21,552,751 | $26.68 | $575.03M | $0 | 1 | 2021-05-13 |
| BHC | Director | 17,960,285 | $4.53 | $81.36M | $0 | 1 | 2021-05-03 |
| AWI | Director | 1,240,152 | $178.46 | $221.32M | -$1.72B | 7 | 2019-06-21 |
| ACA | 4,240,963 | $145.22 | $615.87M | -$378.31M | 1 | 2019-06-14 | |
| CBRE GROUP, INC. (CBG) Delisted | Director | 19,925,987 | — | — | -$2.91B | 7 | 2018-03-02 |
| KKR | 10%+ Owner | 49,700,000 | $102.47 | $5.09B | $73.62M | 1 | 2018-02-13 |
| TRN | 10%+ Owner | 18,607,352 | $38.21 | $710.99M | $64.32M | 2 | 2017-11-27 |
| WILLIS TOWERS WATSON PLC (WLTW) Delisted | Director | 2,812,595 | $231.56 | $651.28M | -$1.72B | 6 | 2017-10-13 |
| MSFT | Director | 8,131,525 | $393.28 | $3.20B | $0 | 2 | 2017-08-31 |
| BREAD FINANCIAL HOLDINGS, INC. (ADS) Delisted | 10%+ Owner | 5,845,000 | $56.80 | $332.00M | $75.27M | 1 | 2017-01-30 |
| ALSN | Director | 10,525,204 | $121.58 | $1.28B | $0 | 2 | 2016-12-02 |
| FOXA | Director | 2,400,000 | $57.66 | $138.38M | $703.64M | 2 | 2016-08-18 |
| MSCI | Director | 3,674,969 | $580.31 | $2.13B | -$41.27M | 2 | 2016-05-09 |
| ADBE | Director | 9,426 | $248.82 | $2.35M | -$2.20B | 4 | 2016-04-13 |
| WILLIS TOWERS WATSON PLC (WSH) Delisted | Director | 6,954,549 | — | — | $260.90M | 3 | 2014-03-04 |
| OPENLANE, Inc. (KAR) Delisted | Director | 0 | $30.88 | $0 | -$1.28B | 2 | 2013-11-15 |
| IT | Director | 0 | $155.68 | $0 | -$1.38B | 6 | 2011-12-16 |
| IMMUCOR INC (BLUD) Delisted | 10%+ Owner | 7,540,665 | — | — | $38.30M | 2 | 2011-06-14 |
| VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | 10%+ Owner | 17,336,503 | — | — | $54.53M | 3 | 2009-07-10 |
Recent Filings
110 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-05-12 | NSIT | Sell (S) | −4,200,000 | -$549.95M | EDGAR |
| 2025-05-08 | NSIT | Notice (144) | −600,000 | -$79.98M | EDGAR |
| 2024-12-20 | CRM | Notice (144) | −15,353 | -$5.16M | EDGAR |
| 2024-12-19 | CRM | Notice (144) | −278,147 | -$93.80M | EDGAR |
| 2024-12-18 | CRM | Notice (144) | −722,300 | -$253.51M | EDGAR |
| 2024-05-29 | NSIT | Notice (144) | −450,000 | -$92.53M | EDGAR |
| 2024-02-22 | CBRE | Notice (144) | −1,014,638 | -$91.78M | EDGAR |
| 2024-02-21 | CBRE | Notice (144) | −91,362 | -$8.31M | EDGAR |
| 2024-02-15 | CBRE | Notice (144) | −1,061,000 | -$92.19M | EDGAR |
| 2023-11-30 | FISV | Notice (144) | −250,000 | -$32.34M | 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.