ValueAct Capital·CIK 1351069
20
Positions
$3.2B
Portfolio Value
7
Quarters tracked
Q1 2008
Latest filing
Portfolio Allocation — Q2 2007
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IT | 11.45% | $507,450,000 |
9.00% |
| $398,839,000 |
| HC | 6.25% | $276,770,000 |
| ACXM | 6.16% | $273,106,000 |
| WCRX | 6.01% | $266,128,000 |
| EYE | 5.93% | $262,878,000 |
| ********** | 5.15% | $228,252,000 |
| VRX | 4.99% | $220,997,000 |
| EFX | 2.93% | $130,007,000 |
| SLE | 2.90% | $128,638,000 |
| PRAI | 2.63% | $116,334,000 |
| CPS | 1.76% | $77,888,000 |
| GVHR | 1.43% | $63,582,000 |
| NLYXXXX | 1.06% | $46,963,000 |
| OCR | 1.05% | $46,474,000 |
| THO | 0.99% | $44,084,000 |
| ZZ | 0.98% | $43,260,000 |
| ILMN | 0.32% | $14,258,000 |
| SIRV | 0.32% | $14,121,000 |
| NSR | 0.16% | $7,243,000 |