ValueAct Holdings, L.P.

Q4 2013 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2013
Date filed
2/14/2014
Form type
13F-HR
Num holdings
12
Total value ($000)
$12,092
Net value change ($000)
New positions
12
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 2,501
Bausch Health 2,222
MSI 1,951
ADBE 1,516
ROCKWELL COLLINS INC 969
CBRE 846
WILLIS GROUP HOLDINGS PUBLIC 816
ALSN 498
MICROS SYS INC 384
MSCI 326
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type