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  Simpson Manufacturing Co., Inc. (SSD)
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Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,398,042 4.20 Reduce 5.03% 0.17 $161.43–211.98 · VW $182.13i $239,931,968 SEC
2025   Q4 1,472,142 3.38 Add 21.87% 0.61 $156.32–187.02 · VW $169.60i $237,706,769 SEC
2025   Q3 1,207,942 3.41 Reduce 14.09% 0.55 $154.22–197.82 · VW $178.84i $202,281,967 SEC
2025   Q2 1,406,105 3.90 Buy 3.90 $137.35–167.21 · VW $154.81i $218,382,168 SEC
Price snapshot:
Current price$185.60
Avg. buy price$156.42
+/- since buy18.66%
52-week low$155.54
52-week high$213.18