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  New York Times CL A (NYT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 1.94 SEC
2024   Q2 1,344,392 1.94 Reduce 35.81% 0.71 $51.21 $68,846,314 SEC
2024   Q1 2,094,392 1.99 Reduce 42.25% 1.50 $43.22 $90,519,622 SEC
2023   Q4 3,626,732 3.56 Reduce 50.21% 3.38 $48.99 $177,673,601 SEC
2023   Q3 7,284,596 6.74 Reduce 45.68% 3.75 $41.20 $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 $38.88 $521,402,340 SEC
2022   Q4 13,646,112 8.34 Add 17.49% 1.24 $32.46 $442,952,796 SEC
2022   Q3 11,614,741 5.66 Add 275.27% 4.15 $28.75 $333,924,000 SEC
2022   Q2 3,095,000 1.38 Buy 1.38 $27.90 $86,351,000 SEC