Latticework

What Jeffrey Ubben et al bought and sold in Q4 2025

In Q4 2025, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 3 new positions — including BLK (10.6%), LLYVK (4.3%), LLYVA (2.1%), added to 6, trimmed 3, exited 3 (LLYVK*, 07WA, LLYVA*). The book stood at $7.03B across 16 positions, filed Feb 17, 2026.

3New6Added3Trimmed3Exited
Share𝕏in

New positions (3)

Added to (6)

Trimmed (3)

Exited (3)

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.