Tracking Jeffrey Ubben's ValueAct Holdings - Q2 2013 Update

Below is a spreadsheet that shows changes to Jeffrey Ubben's US long portfolio as of Q2 2013:



Jeff follows an activist style value investing philosophy termed "Strategic Block Investing". The major change this quarter was a ~73% increase in Microsoft (MSFT) holdings to a whopping 22.56% of the US long portfolio. It is by far his largest holdings currently. It was established last quarter and the large stake increase indicates a clear bullish bias.

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