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Must-know: ValueAct Capital’s notable 1st quarter 2014 positions

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May. 30 2014, Published 4:11 p.m. ET

ValueAct Capital Management

ValueAct Capital Management (or VAC) is a San Francisco–based investment company that manages more than $14 billion on behalf of several institutional and individual investors. The firm was founded in 2000 and is led by its founding partners, Jeffrey Ubben and George Hamel, Jr.

Valueact1Q

ValueAct’s first-quarter U.S. long portfolio was worth $13.2 billion, up from $12 billion in the fourth quarter. The firm acquired new positions in Symantec Corp. (SYMC) and Expeditors International of Washington Inc. (EXPD). Although no positions were sold, the fund trimmed a position in Micros Systems Inc. (MCRS). Notable position increases included Microsoft Corp. (MSFT) and MSCI Inc. (MSCI).

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