What Jeffrey Ubben et al bought and sold in Q1 2026

In Q1 2026, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 3 new positions — including KKR (5.3%), SPOT (3.0%), WIX (1.6%), added to 2, trimmed 5, exited 1 (NSIT). The book stood at $5.71B across 18 positions, filed May 15, 2026.

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.