Investor profile

Jeffrey Ubben

ValueAct Capital · Founder · Net worth: ~$600M

Founded ValueAct in 2000 after leaving Richard Blum's firm. Pioneered a gentler style of activism — joining boards, partnering with CEOs, and holding for 3-5 years. ValueAct famously helped turn around Microsoft and Adobe.

"Constructive activism. Partner with management, not fight them."

Today — 2026-04-21

All movers →

Portfolio day:+3.46%

Biggest winner:ENPH +11.78%

Biggest loser:META +1.53%

Positions: Q4 2025 13F · Prices: EOD 2026-04-21

Latest 13F: Q3 2024(529d ago)Next due: Q1 2026by 2026-05-15● RSS — move alerts

Tracked positions

Top concentration

38%

Longest holding

Seagate Technology (since 2018)

Concentration profile

Diversified

Top 1 · DIS

12.4%

Top 5 combined

38.2%

Top 10 combined

38.2%

Tracked positions

DISTop-5 zoneTop-10

Jeffrey's single largest bet is DIS at 12.4% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.

Realized 10-year track record

ValueAct Capital partner letters

See leaderboard →

10y CAGR

8.7%

net of fees

Alpha vs S&P

-4.4%

vs 13.1% benchmark

Win rate

30%

years beating S&P

Quality score

3.4

computed 0–10

Best year

+21%

Worst year

-8%

Cumulative 10y

2.3×

Volatility

10%

Recent moves

Manager quality score: 3.4/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q4 2025

2 buys · 0 sells

Ticker	Activity	Share change	% portfolio
META	Add 10% Activist continuing to build META exposure.	+152K	8.10%
ENPH	Buy (new) New solar position.	+2.10M	4.20%

Q3 2025

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
META	Add 26% ValueAct META add.	+321K	1.85%

Q2 2025

2 buys · 0 sells

Ticker	Activity	Share change	% portfolio
DIS	Add 10% Building Disney.	+640K	11.20%
META	Buy (new) ValueAct first entered META here.	+1.20M	6.20%

Q1 2024

0 buys · 1 sell

Ticker	Activity	Share change	% portfolio
UNIFI	Sell (exit)	-345K	0.00%

Jeffrey's sector breakdown

How the top 5 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.

Other

2 positions · SEAL, STX

35.3%

13.5% of AUM

Communication

1 position · DIS

32.5%

12.4% of AUM

Technology

2 positions · META, ENPH

32.2%

12.3% of AUM

Top holdings

Ticker	Company	% Portfolio	Shares (M)
META	Meta Platforms Activist position — pushing capital efficiency.	8.1%	1.6
DIS	The Walt Disney Company Largest position. Turnaround thesis.	12.4%	6.5
SEAL	SEA Limited Southeast Asia consumer tech.	7.2%	2.1
ENPH	Enphase Energy Solar inverter comeback play (new Q4).	4.2%	2.1
STX	Seagate Technology Storage — multi-year hold.	6.3%	4

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Dividend tax by country

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Tax withheld

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You'd receive

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Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

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