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  A. O. Smith Corp. (AOS)
← All AOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 1.55 $52.08–62.29 · VW $57.91i SEC
2020   Q3 2,092,510 1.55 $52.80 $110,485,000 SEC
2020   Q2 2,092,510 1.13 $47.12 $98,599,000 SEC
2020   Q1 2,092,510 1.14 Buy 1.14 $33.81–47.74 · VW $43.02i $79,118,000 SEC
Price snapshot:
Current price$59.53
52-week low$54.16
52-week high$81.41