ValueAct Holdings - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 2025 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+5.59B
+9,999%+
Winning Positions
+42.50%
34 wins / 80 positions
Average Gain (Winners)
$134.25M
+9,999%+ avg per position
Active Positions
18
25 losing positions
Portfolio Value Over Time
Total Positions Tracked
80
All holdings over time
Win/Loss Ratio
1.36
34 gains / 25 losses
Active vs. Exited
18 / 62
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2024 | ACTIVE | $117.79M | $849.59M | $731.80M | +621.27% |
| CRM | Salesforce, Inc. | Technology | Dec 2022 | ACTIVE | $74.28M | $790.39M | $716.11M | +964.08% |
| RBLX | Roblox Corporation | Communication Services | Sep 2023 | ACTIVE | $52.13M | $497.81M | $445.68M | +854.97% |
| NSIT | Insight Enterprises, Inc. | Technology | Mar 2021 | ACTIVE | $104.96K | $395.16M | $395.06M | +9,999%+ |
| V | Visa Inc. | Financial Services | Sep 2024 | ACTIVE | $102.72M | $442.02M | $339.30M | +330.31% |
| META | Meta Platforms, Inc. | Communication Services | Sep 2024 | ACTIVE | $121.07M | $460.11M | $339.04M | +280.03% |
| LKQ | LKQ Corporation | Consumer Cyclical | Sep 2019 | EXITED | $504.23K | $323.28M | $322.77M | +9,999%+ |
| LLYVK | Liberty Media Corporation - Ser | Communication Services | Sep 2024 | ACTIVE | $68.65M | $323.98M | $255.33M | +371.91% |
| RKT | Rocket Companies, Inc. | Financial Services | Jun 2022 | ACTIVE | $14.72K | $214.48M | $214.47M | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Dec 2023 | ACTIVE | $459.24M | $630.92M | $171.67M | +37.38% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.