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  The New York Times Co. (NYT)
← All NYT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 1.94 $50.37–56.64 · VW $54.28i SEC
2024   Q2 1,344,392 1.94 Reduce 35.81% 0.71 $42.71–55.63 · VW $50.64i $68,846,314 SEC
2024   Q1 2,094,392 1.99 Reduce 42.25% 1.50 $41.55–49.27 · VW $44.62i $90,519,622 SEC
2023   Q4 3,626,732 3.56 Reduce 50.21% 3.38 $39.89–49.87 · VW $46.11i $177,673,601 SEC
2023   Q3 7,284,596 6.74 Reduce 45.68% 3.75 $39.73–45.30 · VW $41.78i $300,125,355 SEC
2023   Q2 13,410,554 8.21 $39.38 $528,107,617 SEC
2023   Q1 13,410,554 8.49 Reduce 1.73% 0.14 $34.72–42.40 · VW $38.96i $521,402,340 SEC
2022   Q4 13,646,112 8.34 Add 17.49% 1.24 $28.93–36.95 · VW $33.57i $442,952,796 SEC
2022   Q3 11,614,741 5.66 Add 275.27% 4.15 $27.59–35.45 · VW $30.67i $333,924,000 SEC
2022   Q2 3,095,000 1.38 Buy 1.38 $27.63–40.31 · VW $33.30i $86,351,000 SEC
Price snapshot:
Current price$75.04
52-week low$50.44
52-week high$86.83