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  Bread Financial Holdings, Inc. (BFH)
← All BFH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 0.38 $16.37–92.27 · VW $55.78i SEC
2019   Q4 413,490 0.38 Reduce 91.10% 4.67 $79.17–104.47 · VW $86.43i $37,026,000 SEC
2019   Q3 4,645,680 5.13 $102.26 $475,061,000 SEC
2019   Q2 4,645,680 5.42 Reduce 28.80% 2.89 $106.59–146.01 · VW $121.44i $519,552,000 SEC
2019   Q1 6,525,180 10.02 $139.65 $911,234,000 SEC
2018   Q4 6,525,180 9.73 Reduce 14.39% 2.03 $113.79–192.29 · VW $155.04i $781,564,000 SEC
2018   Q3 7,621,555 14.13 $188.48 $1,436,478,000 SEC
2018   Q2 7,621,555 13.37 Add 3.49% 0.45 $153.25–191.50 · VW $169.66i $1,418,473,000 SEC
2018   Q1 7,364,382 14.41 $169.88 $1,251,063,000 SEC
2017   Q4 7,364,382 17.52 $202.30 $1,489,803,000 SEC
2017   Q3 7,364,382 14.81 $176.82 $1,302,138,000 SEC
2017   Q2 7,364,382 13.98 $204.86 $1,508,670,000 SEC
2017   Q1 7,364,382 12.46 Add 12.03% 1.34 $171.33–200.47 · VW $189.06i $1,463,473,000 SEC
2016   Q4 6,573,864 10.02 Add 4.93% 0.47 $157.77–192.89 · VW $174.33i $1,198,825,000 SEC
2016   Q3 6,265,000 9.64 Add 52.07% 3.30 $152.91–191.32 · VW $171.17i $1,072,650,000 SEC
2016   Q2 4,119,751 6.01 Add 507.62% 5.02 $147.66–181.44 · VW $165.87i $644,167,000 SEC
2016   Q1 678,017 1.24 Buy 1.24 $140.97–220.22 · VW $169.44i $119,045,000 SEC
2010   Q2 0 0.00 Sell 100.00% 1.33 $47.18–62.39 · VW $55.35i SEC
2010   Q1 626,500 1.33 Buy 1.33 $42.06–54.64 · VW $47.93i $31,995,000 SEC
2009   Q3 0 0.00 Sell 100.00% 8.02 $28.97–52.63 · VW $42.44i SEC
2009   Q2 4,652,161 8.02 Reduce 9.73% 0.99 $27.71–39.66 · VW $33.01i $152,931,000 SEC
2009   Q1 5,153,361 10.13 $29.49 $151,969,000 SEC
Price snapshot:
Current price$97.18
52-week low$53.34
52-week high$109.91