ValueAct Capital·CIK 1351069
16
Positions
$3.1B
Portfolio Value
7
Quarters tracked
Q1 2008
Latest filing
Portfolio Allocation — Q4 2007
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SLE | 13.18% | $531,079,000 |
| MDZ |
10.48% |
| $422,215,000 |
| IT | 9.06% | $365,027,000 |
| EFX | 6.90% | $278,109,000 |
| OCR | 6.67% | $268,763,000 |
| WCRX | 6.47% | $260,832,000 |
| EYE | 5.36% | $216,149,000 |
| VRX | 3.93% | $158,498,000 |
| MCO | 3.43% | $138,441,000 |
| CPS | 3.13% | $125,967,000 |
| ACXM | 3.01% | $121,168,000 |
| IRF | 2.02% | $81,593,000 |
| ZZ | 1.08% | $43,609,000 |
| GVHR | 0.63% | $25,295,000 |
| NBRXXXX | 0.55% | $22,304,000 |
| CIMXXXX | 0.44% | $17,880,000 |