https://holdlens.com/investor/jeffrey-ubben Every 13F move by Jeffrey Ubben (ValueAct Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/META https://holdlens.com/investor/jeffrey-ubben#2025-Q4-META-add-0 Jeffrey Ubben (ValueAct Capital) added META in Q4 2025 · 8.1% of portfolio. Activist continuing to build META exposure. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ENPH https://holdlens.com/investor/jeffrey-ubben#2025-Q4-ENPH-new-1 Jeffrey Ubben (ValueAct Capital) new position ENPH in Q4 2025 · 4.2% of portfolio. New solar position. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/META https://holdlens.com/investor/jeffrey-ubben#2025-Q3-META-add-2 Jeffrey Ubben (ValueAct Capital) added META in Q3 2025 · 1.9% of portfolio. ValueAct META add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/jeffrey-ubben#2025-Q2-META-new-3 Jeffrey Ubben (ValueAct Capital) new position META in Q2 2025 · 6.2% of portfolio. ValueAct first entered META here. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/DIS https://holdlens.com/investor/jeffrey-ubben#2025-Q2-DIS-add-4 Jeffrey Ubben (ValueAct Capital) added DIS in Q2 2025 · 11.2% of portfolio. Building Disney. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/UNIFI https://holdlens.com/investor/jeffrey-ubben#2024-Q1-UNIFI-exit-5 Jeffrey Ubben (ValueAct Capital) exited UNIFI (UNIFI INC) in Q1 2024 · 0.0% of portfolio. Wed, 15 May 2024 00:00:00 GMT exit