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  CDW Corp. (CDW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.56 SEC
2020   Q4 368,116 0.56 Add 53.63% 0.20 $131.79 $48,514,000 SEC
2020   Q3 239,613 0.40 Buy 0.40 $119.53 $28,641,000 SEC