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


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.


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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