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
| SOLD |
| 3 | RVTY | 2.51% | $99,171,000 | SOLD |
| 4 | KAR | 1.79% | $70,764,000 | SOLD |
| 5 | BK | 1.38% | $54,474,000 | SOLD |
| 6 | HP | 1.03% | $40,829,000 | SOLD |
| 7 | MDZ | 9.00% | $398,839,000 | ▼ -0.3% |
| 8 | HC | 6.25% | $276,770,000 | ▼ -0.3% |
| 9 | IT | 11.45% | $507,450,000 | ▼ -1% |
| 10 | SIRV | 0.32% | $14,121,000 | ▼ -0.3% |
| 11 | VRX | 4.99% | $220,997,000 | ▼ -0.8% |
| 12 | GPN | 0.18% | $7,306,000 | SOLD |
| 13 | NLYXXXX | 1.06% | $46,963,000 | ▼ -0.2% |
| 14 | GVHR | 1.43% | $63,582,000 | ▼ -0.2% |
| 15 | ********** | 5.15% | $228,252,000 | ▼ -0.6% |