ValueAct Capital·CIK 1351069
21
Positions
$3.2B
Portfolio Value
7
Quarters tracked
Q1 2008
Latest filing
Portfolio Allocation — Q1 2007
Portfolio Value Over Time
| NEW |
| 3 | SLE | 2.48% | $98,136,000 | NEW |
| 4 | IT | 12.48% | $494,128,000 | ▲ +1.8% |
| 5 | WCRX | 5.50% | $217,875,000 | ▲ +1.9% |
| 6 | BK | 1.38% | $54,474,000 | NEW |
| 7 | MDZ | 9.32% | $369,038,000 | ▲ +0.9% |
| 8 | RVTY | 2.51% | $99,171,000 | ▲ +1.1% |
| 9 | HP | 1.03% | $40,829,000 | NEW |
| 10 | HC | 6.52% | $258,202,000 | ▲ +0.8% |
| 11 | ********** | 5.78% | $228,832,000 | ▲ +0.6% |
| 12 | NLYXXXX | 1.27% | $50,415,000 | ▲ +0.6% |
| 13 | PRAI | 2.50% | $99,137,000 | ▲ +0.2% |
| 14 | ILMN | 0.26% | $10,263,000 | NEW |
| 15 | GPN | 0.18% | $7,306,000 | NEW |