What Jeffrey Ubben et al bought and sold in Q3 2025
In Q3 2025, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 1 new position — including TOST (2.1%), added to 4, trimmed 3, exited 3 (RDFN, EXPE, CCC). The book stood at $5.93B across 16 positions, filed Nov 14, 2025.
1New4Added3Trimmed3Exited
New positions (1)
Added to (4)
Trimmed (3)
- NSITInsight Enterprises Inc-21% shares · 4.3% · $258M
- LYVLive Nation Entertainment IN-28% shares · 1.8% · $105M
- CBRECbre Group Inc - A-60% shares · 0.6% · $37M
Exited (3)
- RDFNRedfin Corpwas 1.2% of book
- EXPEExpedia Group Incwas 0.8% of book
- CCCCcc Intelligent Solutions HOwas 0.5% of book
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.