What Jeffrey Ubben et al bought and sold in Q2 2025
In Q2 2025, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 6 new positions — including SSD (3.9%), MDB (2.6%), 07WA (2.4%), added to 2, trimmed 5, exited 2 (TOST, NU). The book stood at $5.60B across 18 positions, filed Aug 14, 2025.
6New2Added5Trimmed2Exited
New positions (6)
- SSDSimpson Manufacturing CO Inc3.9% · $218M
- MDBMongodb Inc2.6% · $145M
- 07WAMR Cooper Group Inc2.4% · $135M
- CBRECbre Group Inc - A1.5% · $83M
- RDFNRedfin Corp1.2% · $65M
- CCCCcc Intelligent Solutions HO0.5% · $27M
Added to (2)
Trimmed (5)
- DISWalt Disney Co/the-23% shares · 11.3% · $631M
- RBLXRoblox Corp -class A-46% shares · 8.9% · $498M
- METAMeta Platforms Inc-class A-39% shares · 8.2% · $460M
- NSITInsight Enterprises Inc-30% shares · 7.1% · $395M
- EXPEExpedia Group Inc-75% shares · 0.8% · $47M
Exited (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.