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
New positions (3)
Added to (6)
- RKTRocket Cos Inc-class A+55% shares · 10.9% · $762M
- METAMeta Platforms Inc-class A+36% shares · 9.8% · $692M
- RBLXRoblox Corp -class A+40% shares · 6.9% · $484M
- TOSTToast Inc-class A+136% shares · 4.1% · $285M
- SSDSimpson Manufacturing CO Inc+22% shares · 3.4% · $238M
- LYVLive Nation Entertainment IN+28% shares · 1.7% · $117M
Trimmed (3)
- MDBMongodb Inc-34% shares · 8.4% · $590M
- DISWalt Disney Co/the-30% shares · 5.0% · $350M
- NSITInsight Enterprises Inc-46% shares · 1.4% · $99M
Exited (3)
- LLYVK*Liberty Media Corp-liberty-cwas 5.8% of book
- 07WAMR Cooper Group Incwas 3.2% of book
- LLYVA*Liberty Media Corp-liberty-awas 2.7% 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.