Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Alarm Com Hldgs Inc (ALRM)
← All ALRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.80 $49.70–67.02 · VW $56.75i SEC
2023   Q3 585,400 0.80 Buy 0.80 $48.61–62.64 · VW $57.20i $35,791,356 SEC