What Jeffrey Ubben et al bought and sold in Q2 2026
In Q2 2026, Jeffrey Ubben et al (ValueAct Holdings, L.P.) opened 1 new position — including PAYP (0.5%), added to 3, trimmed 6, exited 1 (DIS). The book stood at $5.63B across 18 positions, filed Aug 14, 2026.
1New3Added6Trimmed1Exited
New positions (1)
Added to (3)
Trimmed (6)
- LLYVKLiberty Live Holdings-c-39% shares · 4.1% · $229M
- SSDSimpson Manufacturing CO Inc-41% shares · 3.1% · $174M
- RBLXRoblox Corp -class A-46% shares · 3.0% · $171M
- LLYVALiberty Live Holdings-a-56% shares · 1.4% · $80M
- MDBMongodb Inc-84% shares · 1.0% · $56M
- LYVLive Nation Entertainment IN-52% shares · 1.0% · $55M
Exited (1)
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.