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 $30.15B across reported positions. The firm reports its address in San Francisco, CA. 480 SEC filings were submitted jointly with VA Partners I, LLC.
"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.
$30.15B
23
110
-$15.79B
Filer Profile
BUILDING D, 4TH FLOOR
SAN FRANCISCO, CA 94129
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NSIT | Director | 3,461,739 | $165.37 | $572.47M | -$549.95M | 2 | 2025-05-12 |
| CRM | Director | 3,486,863 | $247.72 | $863.77M | $0 | 1 | 2023-05-23 |
| STX | Director | 15,487,070 | $830.17 | $12.86B | -$4.12B | 4 | 2021-11-15 |
| CBRE | Director | 9,232,609 | $140.51 | $1.30B | -$768.52M | 1 | 2021-08-12 |
| LKQ | Director | 21,552,751 | $24.11 | $519.64M | $0 | 1 | 2021-05-13 |
| BHC | Director | 17,960,285 | $5.86 | $105.25M | $0 | 1 | 2021-05-03 |
| AWI | Director | 1,240,152 | $163.87 | $203.22M | -$1.72B | 7 | 2019-06-21 |
| ACA | 4,240,963 | $145.00 | $614.94M | -$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 | $101.08 | $5.02B | $73.62M | 1 | 2018-02-13 |
| TRN | 10%+ Owner | 18,607,352 | $28.50 | $530.31M | $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 | $495.63 | $4.03B | $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 | $126.94 | $1.34B | $0 | 2 | 2016-12-02 |
| FOXA | Director | 2,400,000 | $65.94 | $158.26M | $703.64M | 2 | 2016-08-18 |
| MSCI | Director | 3,674,969 | $554.61 | $2.04B | -$41.27M | 2 | 2016-05-09 |
| ADBE | Director | 9,426 | $252.23 | $2.38M | -$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 | $179.59 | $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.