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Jeffrey Ubben

VALUEACT HOLDINGS, L.P.
Latest filing: 2025-12-31

Jeffrey Ubben runs VALUEACT HOLDINGS, L.P. and currently holds 14 stock positions, which is fewer than the average of 491 among the investors we track. The portfolio is valued at approximately $7.03B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Jeffrey Ubben ranks #25 out of 75 investors tracked based on their composite Alpha Score. Over the past year, Jeffrey Ubben's portfolio at VALUEACT HOLDINGS, L.P. has delivered returns of +12.98%. Their 3-year annualized return is +111.04%. Looking at the 5-year horizon, Jeffrey Ubben has achieved +117.30% annualized returns at VALUEACT HOLDINGS, L.P..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.98%
#61/75
3 Year
+111.04%
#34/75
5 Year
+117.30%
#12/75

Portfolio Value

$7.03B

Alpha Score

82.8

#25 of 75

Holdings

14

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change