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  Lumentum Holdings Inc. (LITE)
← All LITE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.97 $80.60–107.90 · VW $91.60i SEC
2021   Q3 1,000,000 0.97 Add 3.41% 0.03 $77.32–89.65 · VW $84.07i $83,540,000 SEC
2021   Q2 967,049 0.95 Buy 0.95 $65.67–95.50 · VW $81.46i $79,327,000 SEC
Price snapshot:
Current price$768.15
52-week low$90.98
52-week high$1,085.68