Below is a spreadsheet that highlights the changes to Jeffrey Ubben's ValueAct Capital US long stock portfolio as of Q3
2013. Please check out our previous update to have an idea on how the portfolio is progressing:
Jeff follows an activist style value investing philosophy termed "Strategic Block Investing". Microsoft, his largest position by far at over 20% was increased by ~15% this quarter. Rockwell Collins (COL) was another position that was significantly increased (~17%) - it is now at over 8% of the US long portfolio.
Jeff follows an activist style value investing philosophy termed "Strategic Block Investing". Microsoft, his largest position by far at over 20% was increased by ~15% this quarter. Rockwell Collins (COL) was another position that was significantly increased (~17%) - it is now at over 8% of the US long portfolio.
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