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 (SSD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,398,042 4.20 Reduce 5.03% 0.17 $171.62 $239,931,968 SEC
2025   Q4 1,472,142 3.38 Add 21.87% 0.61 $161.47 $237,706,769 SEC
2025   Q3 1,207,942 3.41 Reduce 14.09% 0.55 $167.46 $202,281,967 SEC
2025   Q2 1,406,105 3.90 Buy 3.90 $155.31 $218,382,168 SEC