What Jeffrey Ubben et al bought and sold in Q1 2025
In Q1 2025, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 2 new positions — including RKT (1.8%), NU (0.8%), added to 4, trimmed 2. The book stood at $4.58B across 14 positions, filed May 15, 2025.
2New4Added2Trimmed0Exited
New positions (2)
Added to (4)
- METAMeta Platforms Inc-class A+380% shares · 12.8% · $585M
- VVisa Inc-class A Shares+251% shares · 10.0% · $460M
- LLYVK*Liberty Media Corp-liberty-c+23% shares · 5.8% · $266M
- LLYVA*Liberty Media Corp-liberty-a+31% shares · 2.4% · $112M
Trimmed (2)
Jeffrey Ubben et al's other filings
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.