What did Jeffrey Ubben et al buy in Q4 2024?

Jeffrey Ubben et al opened 1 new position (AMZN) and added to 2 existing holdings in the Q4 2024 13F.

What did Jeffrey Ubben et al sell in Q4 2024?

Jeffrey Ubben et al exited 0 positions and trimmed 3.

What Jeffrey Ubben et al bought and sold in Q4 2024

In Q4 2024, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 1 new position — including AMZN (2.7%), added to 2, trimmed 3. The book stood at $4.39B across 12 positions, filed Feb 14, 2025.

1New2Added3Trimmed0Exited

Share𝕏 in

New positions (1)

AMZNAmazon.com Inc2.7% · $118M

Added to (2)

LLYVK*Liberty Media Corp-liberty-c+137% shares · 4.9% · $216M
LLYVA*Liberty Media Corp-liberty-a+89% shares · 1.9% · $84M

Trimmed (3)

CRMSalesforce Inc-26% shares · 22.1% · $969M
EXPEExpedia Group Inc-23% shares · 8.6% · $376M
TOSTToast Inc-class A-45% shares · 7.1% · $312M

Jeffrey Ubben et al's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Jeffrey Ubben et al's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.