Jeff Ubben’s ValueAct Capital Buys Microsoft, MICROS, McGraw Hill

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ValueAct Capital, the fund led by Jeff Uben, holds 15 stocks according to its latest 13F filing with the Securities and Exchange Commission. The filing includes all holdings as of March 31, and it indicates that the fund’s portfolio has a market value of more than $8.8 billion.

Jeff Ubben's ValueAct Capital Buys Microsoft, MICROS, McGraw Hill

Ubben founded ValueAct Capital in 2000 and served as a Managing Partner at Blum Capital Partners for over five years before he founded his own find. He was also a chairman and director of Martha Stewart Living Omnimedia and several other well-known companies.

During the first three months of the year, ValueAct Capital bought shares in five new companies, added to its position in two companies and reduced its position in one company.

ValueAct Capital’s New Stock Purchases

Ubben’s fund bought more than 33.3 million shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter of the year, making the stock its fourth largest position. The fund also bought almost 6 million shares of MICROS Systems, Inc. (NASDAQ:MCRS).

Other new stock purchases during the first quarter include approximately 1.5 million shares of McGraw Hill Financial Inc (NYSE:MHP), almost 1 million shares of Albemarle Corporation (NYSE:ALB) and more than 350,000 shares of Tibco Software Inc. (NASDAQ:TIBX).

ValueAct Capital’s Stake Increases

During the first three months of the year, Jeff Ubben’s fund increased its position in Rockwell Collins, Inc. (NYSE:COL) by 6 percent and raised its holdings in Willis Group Holdings PLC (NYSE:WSH) by 46 percent.

ValueAct Capital’s Reduced Positions

The fund reduced its position in C.R. Bard, Inc. (NYSE:BCR) by 15.5 percent during the first quarter of the year. It did not sell completely out of any positions during the quarter.

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About the Author

Michelle Jones
Michelle Jones was a television news producer for eight years. She produced the morning news programs for the NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spent a short time at the CBS affiliate in Huntsville. She has experience as a writer and public relations expert for a wide variety of businesses. Michelle has been with ValueWalk since 2012 and is now our editor-in-chief. Email her at [email protected]

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