What did Jeffrey Ubben et al actually do?

A source-backed history of material decisions from ValueAct Holdings, L.P.. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 19
Stocks observed: 7
Outcomes observed: 19

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 14, 2026
45d lag
DISEXITEXIT
Jeffrey Ubben et al · 0.7% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
34 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
VADD+34.8%
Jeffrey Ubben et al · 12.3% of reported portfolio
Original SEC filing ↗
+3.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
DISTRIM-87.0%
Jeffrey Ubben et al · 5.0% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
METAADD+36.3%
Jeffrey Ubben et al · 9.8% of reported portfolio
Original SEC filing ↗
-12.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
DISTRIM-29.9%
Jeffrey Ubben et al · 8.5% of reported portfolio
Original SEC filing ↗
-10.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
METAADD+23.3%
Jeffrey Ubben et al · 9.5% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
VADD+25.8%
Jeffrey Ubben et al · 9.0% of reported portfolio
Original SEC filing ↗
-4.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
AMZNADD+587.7%
Jeffrey Ubben et al · 15.2% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
DISTRIM-22.5%
Jeffrey Ubben et al · 14.1% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
METATRIM-38.6%
Jeffrey Ubben et al · 12.8% of reported portfolio
Original SEC filing ↗
-28.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
METAADD+379.9%
Jeffrey Ubben et al · 12.8% of reported portfolio
Original SEC filing ↗
+14.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
VADD+251.4%
Jeffrey Ubben et al · 10.0% of reported portfolio
Original SEC filing ↗
-14.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CRMTRIM-25.9%
Jeffrey Ubben et al · 24.5% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
AMZNNEWNEW
Jeffrey Ubben et al · 2.7% of reported portfolio
Original SEC filing ↗
-6.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 15, 2024
46d lag
DISADD+21.7%
Jeffrey Ubben et al · 16.4% of reported portfolio
Original SEC filing ↗
-6.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 15, 2024
46d lag
FISVEXITEXIT
Jeffrey Ubben et al · 4.6% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 15, 2024
46d lag
KKREXITEXIT
Jeffrey Ubben et al · 3.6% of reported portfolio
Original SEC filing ↗
-15.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 15, 2024
46d lag
METANEWNEW
Jeffrey Ubben et al · 2.8% of reported portfolio
Original SEC filing ↗
+21.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 15, 2024
46d lag
VNEWNEW
Jeffrey Ubben et al · 2.3% of reported portfolio
Original SEC filing ↗
+8.3% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.