← Insider buys

Valueact Holdings, L.P. has bought stock on 54 days since Feb 2016

10% owner at Insight Enterprises, Inc., and 17 other companies

SEC CIK 0001418814 · Filings on SEC.gov ↗

$1.1BBought
$7.0BSold
Feb 22Last buy

Valueact Holdings, L.P.'s record

3 months after each buy, from the first price a copier could get.

+5.3%Average
+2.7 ptsVs S&P 500
4 of 4Higher

4 buys since 2016 with 3 months of prices.

Companies

Every filing

115 filings since Jan 2016, newest first

UFIBuy

Unifi Inc

Insider

$1.6M+6.0%Nov 21
UFIBuy

Unifi Inc

Insider

$1.9M+7.0%Nov 16
AWISell

Armstrong World Industries Inc

Insider

$203.1M−57.0%Nov 13
UFIBuy

Unifi Inc

Insider

$748K+3.0%Nov 13
ADSSell

Alliance Data Systems Corp

Insider

$135.0M−11.0%Nov 8
UFIBuy

Unifi Inc

Insider

$1.1M+5.0%Nov 8
AWISell

Armstrong World Industries Inc

10% owner

$7.0M−2.0%Sep 5
AWISell

Armstrong World Industries Inc

10% owner

$2.1M−1.0%Aug 23
STXBuy

Seagate Technology Plc

Insider

$1.2MAug 21
STXBuy

Seagate Technology Plc

Insider

$49.2M+4.0%Aug 16
STXBuy

Seagate Technology Plc

Insider

$106.5M+9.0%Aug 13
AWISell

Armstrong World Industries Inc

10% owner

$103.8M−22.0%Aug 9
STXBuy

Seagate Technology Plc

Insider

$49.9M+4.0%Aug 2
ADSBuy

Alliance Data Systems Corp

10% owner

$40.9M+3.0%May 10
TRNBuy

Trinity Industries Inc

10% owner

$6.3M+1.0%Mar 27
TRNBuy

Trinity Industries Inc

10% owner

$14.6M+2.0%Mar 22
TRNBuy

Trinity Industries Inc

10% owner

$29.5M+5.0%Mar 19
AWISell

Armstrong World Industries Inc

10% owner

$140.1M−26.0%Mar 14
TRNBuy

Trinity Industries Inc

10% owner

$10.1M+2.0%Mar 8
TRNBuy

Trinity Industries Inc

10% owner

$31.2M+5.0%Mar 2
KKRBuy

Kkr & Co. L.P.

10% owner

$10.5M+1.0%Feb 13
KKRBuy

Kkr & Co. L.P.

10% owner

$31.2M+3.0%Feb 8
CBGSell

Cbre Group, Inc.

Insider

$94.4M−8.0%Nov 30
CBGSell

Cbre Group, Inc.

Insider

$36.0M−3.0%Nov 27
TRNBuy

Trinity Industries Inc

10% owner

$1.8MNov 27
CBGSell

Cbre Group, Inc.

Insider

$37.8M−3.0%Nov 21
TRNBuy

Trinity Industries Inc

10% owner

$14.0M+2.0%Nov 15
TRNBuy

Trinity Industries Inc

10% owner

$830KNov 9
TRNBuy

Trinity Industries Inc

10% owner

$438KNov 6
TRNBuy

Trinity Industries Inc

10% owner

$26.4M+5.0%Oct 30
CBGSell

Cbre Group, Inc.

Insider

$197.4M−16.0%Sep 19
TRNBuy

Trinity Industries Inc

10% owner

$1.5MSep 11
TRNBuy

Trinity Industries Inc

10% owner

$11.5M+2.0%Aug 17
TRNBuy

Trinity Industries Inc

10% owner

$5.8M+1.0%Aug 14
TRNBuy

Trinity Industries Inc

10% owner

$1.7MAug 9
TRNBuy

Trinity Industries Inc

10% owner

$8.9M+2.0%Aug 4
CBGSell

Cbre Group, Inc.

10% owner

$264.0M−18.0%May 15
VRXBuy

Valeant Pharmaceuticals International, Inc.

Insider

$32.5M+20.0%Mar 16
ALSNSell

Allison Transmission Holdings Inc

Insider

$137.4M−29.0%Nov 21
CBGBuy

Cbre Group, Inc.

10% owner

$32.3M+1.0%Nov 9
CBGBuy

Cbre Group, Inc.

10% owner

$98.9M+5.0%Nov 4
TRNBuy

Trinity Industries Inc

10% owner

$9.8M+3.0%Nov 4
CBGBuy

Cbre Group, Inc.

10% owner

$57.2M+6.0%Nov 1
ALSNSell

Allison Transmission Holdings Inc

Insider

$121.3M−22.0%Oct 31
MSCISell

Msci Inc.

Insider

$10.9M−100.0%Sep 26
MSCISell

Msci Inc.

Insider

$23.6M−69.0%Sep 21
MSCISell

Msci Inc.

Insider

$19.2M−20.0%Sep 16
MSCISell

Msci Inc.

Insider

$19.2M−26.0%Sep 13
MSCISell

Msci Inc.

Insider

$39.7M−35.0%Sep 8
CBGBuy

Cbre Group, Inc.

10% owner

$5.2M+1.0%Aug 8
About Valueact Holdings, L.P.

ValueAct Holdings, L.P. is a Delaware limited partnership and investment vehicle associated with ValueAct Capital, a San Francisco‑based investment management firm founded in June 2000 to manage the capital of its founders and a limited number of outside investors.( The partnership functions as a key owner of ValueAct’s investment entities—SEC disclosures describe ValueAct Holdings, L.P. as the majority owner of the membership interests of VA Partners I, with related entities such as ValueAct Holdings II, L.P. owning significant stakes in the firm’s registered adviser, ValueAct Capital Management, L.P.( As an institutional investor and corporate insider, ValueAct Holdings, L.P. has reported substantial equity positions in a concentrated portfolio of public companies and has recently filed insider trades in Insight Enterprises Inc. (NSIT) in the capacity of a 10% beneficial owner (“See Remarks”).(

Through its affiliation with ValueAct Capital, ValueAct Holdings, L.P. participates in an activist, concentrated, value‑oriented strategy, acquiring significant ownership stakes in companies it views as undervalued and engaging constructively with management to drive long‑term value creation.( Portfolio data show that ValueAct Holdings, L.P. oversees multi‑billion‑dollar holdings, historically including large positions in companies such as Amazon, Salesforce, Meta Platforms, Visa, and other major public issuers, with veteran investor Jeff Ubben identified in filings and data services as the portfolio manager for the ValueAct platform.( The broader ValueAct organization is headquartered in San Francisco, California, manages capital for leading institutional and individual investors worldwide, and is recognized as a prominent activist and long‑term shareholder in U.S. and global equity markets.(

Written by Perplexity from public sources.

Filings come from SEC EDGAR. Not investment advice.