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  Seagate Technology Holdings plc (STX)
← All STX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.45 $79.39–101.26 · VW $89.72i SEC
2023   Q4 262,348 0.45 Reduce 96.59% 11.00 $64.12–87.93 · VW $74.37i $22,396,649 SEC
2023   Q3 7,687,070 11.39 Reduce 42.79% 5.53 $57.32–74.51 · VW $66.22i $506,962,267 SEC
2023   Q2 13,437,070 12.93 $61.87 $831,351,521 SEC
2023   Q1 13,437,070 14.47 $66.12 $888,459,068 SEC
2022   Q4 13,437,070 13.32 $52.61 $706,924,253 SEC
2022   Q3 13,437,070 12.12 $53.23 $715,255,000 SEC
2022   Q2 13,437,070 15.30 $71.44 $959,944,000 SEC
2022   Q1 13,437,070 16.62 Reduce 13.24% 2.61 $84.51–117.67 · VW $101.43i $1,207,993,000 SEC
2021   Q4 15,487,070 19.73 Reduce 10.88% 1.81 $78.20–116.93 · VW $98.78i $1,749,729,000 SEC
2021   Q3 17,377,070 16.61 $82.52 $1,433,956,000 SEC
2021   Q2 17,377,070 18.27 Reduce 24.48% 5.05 $76.80–106.22 · VW $92.19i $1,527,966,000 SEC
2021   Q1 23,011,223 20.62 Reduce 23.67% 5.15 $58.04–78.04 · VW $70.80i $1,766,111,000 SEC
2020   Q4 30,146,673 21.74 Reduce 4.46% 0.98 $46.92–66.69 · VW $55.67i $1,873,917,000 SEC
2020   Q3 31,554,360 21.87 $49.27 $1,554,683,000 SEC
2020   Q2 31,554,360 17.49 $48.41 $1,527,547,000 SEC
2020   Q1 31,554,360 22.26 $48.80 $1,539,853,000 SEC
2019   Q4 31,554,360 19.02 $59.50 $1,877,484,000 SEC
2019   Q3 31,554,360 18.31 $53.79 $1,697,309,000 SEC
2019   Q2 31,554,360 15.52 Add 6.89% 1.00 $41.63–51.28 · VW $45.89i $1,486,841,000 SEC
2019   Q1 29,520,160 15.54 Add 8.15% 1.17 $36.47–49.41 · VW $45.17i $1,413,720,000 SEC
2018   Q4 27,295,160 13.12 Add 3.40% 0.43 $35.38–48.31 · VW $41.62i $1,053,320,000 SEC
2018   Q3 26,396,565 12.29 Add 17.82% 1.86 $46.06–59.66 · VW $51.67i $1,249,877,000 SEC
2018   Q2 22,404,700 11.93 Add 4.41% 0.50 $49.08–62.70 · VW $56.92i $1,265,194,000 SEC
2018   Q1 21,458,600 14.47 $58.52 $1,255,757,000 SEC
2017   Q4 21,458,600 10.56 $41.84 $897,827,000 SEC
2017   Q3 21,458,600 8.09 Add 55.32% 2.88 $30.60–40.17 · VW $33.45i $711,782,000 SEC
2017   Q2 13,815,765 4.96 Add 44.83% 1.54 $38.28–50.96 · VW $42.91i $535,361,000 SEC
2017   Q1 9,539,490 3.73 $45.93 $438,149,000 SEC
2016   Q4 9,539,490 3.04 $38.17 $364,122,000 SEC
2016   Q3 9,539,490 3.31 Add 217.98% 2.27 $22.09–39.04 · VW $32.49i $367,747,000 SEC
2016   Q2 3,000,000 0.68 Buy 0.68 $18.42–35.79 · VW $23.86i $73,080,000 SEC
Price snapshot:
Current price$860.66
52-week low$137.17
52-week high$1,144.18