Tracking Jeffrey Ubben’s ValueAct Portfolio – Q3 2019 UpdateJeffrey Ubben’s 13F portfolio value decreased from $9.58B to $9.27B this quarter. ValueAct added LKQ while decreasing Citigroup, Morgan Stanley, and CBRE during the quarter. The top three positions are Citigroup, Seagate Technology, and KKR & Co. and they add up to ~53% of the portfolio. This article is part of a series that provides an ongoing …
News story posted on 2019-11-25T12:34:00.0000000Z
Tracking Jeffrey Ubben’s ValueAct Portfolio – Q3 2019 Update
