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Jeffrey Ubben · quarter digest

What Jeffrey Ubben did in Q1 2024

ValueAct Capital filed 1 moves in Q1 2024: 0 new, 0 add, 0 trim, 1 exit.

13F filed 2024-05-15. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.

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Exits · 1

Closed positions

UNIFIUNIFI INC
EXIT·0.0% book·0
Current top holdings

Jeffrey Ubben’s book, latest snapshot

#TickerWeight
1META
Meta Platforms
8.1%
2DIS
The Walt Disney Company
12.4%
3SEAL
SEA Limited
7.2%
4ENPH
Enphase Energy
4.2%
5STX
Seagate Technology
6.3%
Other quarters for Jeffrey Ubben

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.