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ValueAct Capital

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Today:
Week:
1-month:
All-time: 		-0.4%
-1.1%
+0.8%
+110.0% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		-0.1%
-1.1%
-4.1%
+92.4%
 

Data since: Jul-1-2007
Current Portfolio: Q1 2013
     
Blum Capital Pa... -0.9%
JHL Capital Gro... -0.2%
RWWM, Inc. -0.0%
     
110 members Tracking
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 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q1 2013 View as: Alerts Holdings Detail
 ADBE $42.77 -0.40 -0.93% 3,382,686 98% $21.5B - 45% -9% -1.4% $1.4B | 31.3M shares - No Change
 ALB $66.61 +0.18 +0.27% 603,709 73% $5.8B 1.4% 31% -2% +8.7% $59.8M | 956.2K shares - New Holding
 BCR $105.15 -0.13 -0.12% 682,767 99% $8.4B 0.8% 12% -3% +5.0% $364.5M | 3.6M shares - decrease of 664.3K shares
 CBG $23.89 -0.34 -1.40% 2,684,896 112% $8.0B - 60% -7% -2.3% $808.0M | 32.0M shares - No Change
 COL $66.05 +0.13 +0.20% 551,432 73% $8.9B 1.8% 42% -2% +6.0% $705.6M | 11.2M shares - increase of 636.1K shares
 GDI $75.25 +0.03 +0.04% 413,232 56% $3.7B 0.3% 65% -2% +0.2% $188.4M | 2.5M shares - No Change
 KAR $24.06 +0.37 +1.56% 413,624 78% $3.2B 3.2% 71% -1% +18.3% $16.1M | 803.6K shares - No Change
 MCRS $43.01 +0.05 +0.12% 537,551 54% $3.3B - 9% -22% -4.8% $269.6M | 5.9M shares - New Holding
 MHFI $54.03 -0.67 -1.22% 1,300,745 77% $14.9B 2.0% 29% -8% +4.8% $76.2M | 1.5M shares - New Holding
 MSCI $34.49 +0.25 +0.73% 747,163 205% $4.1B - 39% -7% +3.4% $209.0M | 6.2M shares - No Change
 MSFT $34.15 -0.46 -1.33% 51,113,510 81% $288.9B 2.7% 30% -3% +19.4% $954.1M | 33.4M shares - New Holding
 MSI $57.48 +0.18 +0.31% 3,855,269 160% $15.5B 1.8% 29% -11% -9.8% $1.9B | 28.9M shares - No Change
 TIBX $21.85 -0.16 -0.73% 2,561,891 84% $3.6B - 20% -34% +8.5% $7.8M | 388.1K shares - New Holding
 VRX $74.67 -0.15 -0.20% 652,291 52% $22.7B - 76% -5% -1.8% $1.3B | 17.6M shares - No Change
 WSH $40.17 -0.23 -0.57% 693,063 103% $7.0B 2.8% 26% -7% +2.1% $651.6M | 16.5M shares - increase of 5.2M shares
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Discuss ValueAct Capital's portfolio
 
Latest Portfolio Notes & Links
 
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Google Said to Consider Buying Waze Presaging Bidding War
AAPL  MSFT  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 08:20PM from (www.bloomberg.com)
Google Inc. (GOOG), maker of the Android operating system, is considering buying map-software provider Waze Inc., setting  more ...
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Google Said to Face New Antitrust Probe Over Display Ads
MSFT  YHOO  GOOG  EXPE  YELP  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 04:26PM from (www.bloomberg.com)
Google Inc. (GOOG) is facing a new antitrust probe by the U.S. Federal Trade Commission into whether the company is using  more ...
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GameStop Falls as Forecast Trails Estimates
MSFT  GME  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 03:31PM from (www.bloomberg.com)
GameStop Corp. (GME), the world’s largest video-game retailer, fell as much as 4 percent after projecting quarterly profit  more ...
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High & Low Finance: Making Companies Pay Taxes the McCain Way
AAPL  MSFT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 03:23PM from (www.nytimes.com)
During a Senate subcommittee hearing on Apple’s avoidance of paying taxes, John McCain and others tried to point out how  more ...
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Apple-1 Computers Jump in Value at Auctions
AAPL  MSFT  BID  CSCO  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 02:28PM from (www.nytimes.com)
Apple-1 computers, built in Steve Jobs’s family garage, have sold for hundreds of thousands of dollars in recent auctions,  more ...
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DealBook: I.S.S. Settles Investigation Into Leaks of Shareholder Vote Data
MSCI  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 02:04PM from (dealbook.nytimes.com)
Institutional Shareholder Services agreed to settle civil charges that it failed to prevent an employee from improperly selling  more ...
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These ETFs Could Surge if MSCI Obliges
MSCI  EWY  EWT  PMNA  MES  GULF  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 12:36PM from (www.benzinga.com)
On June 11, index provider MSCI (NYSE: MSCI) will announce its annual market reclassification review. Results of that review  more ...
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Can Discovery Networks Produce an Online, Netflix-Sized Hit?
AAPL  MSFT  DISH  TIVO  CMCSA  GOOG  DISCA  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 11:41AM from (www.benzinga.com)
Discovery Communications (NASDAQ: DISCA) has formally launched TestTube.com, a new online video hub designed to reach consumers  more ...
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J.D. Power and LMC Automotive Report: May New-Vehicle Retail Selling Rate Expected to be 1 Million Units Stronger than a Year Ago
MHFI  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 23, 09:00AM

WESTLAKE VILLAGE, Calif., May 23, 2013 /PRNewswire/ -- Robust new-vehicle retail sales  more ...
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20 Million Windows 8 Tablets May be Produced in 2013
AAPL  MSFT  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 08:26AM from (www.benzinga.com)
Microsoft's (NASDAQ: MSFT) latest operating system is expected to pop up in five to eight percent of all tablets produced  more ...
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Long Wait for a Green Card Could Be Ending
MSFT  CSCO  ORCL  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 10:06PM from (www.nytimes.com)
Born overseas and educated in the United States, workers in the heart of the tech industry are in a kind of suspension as  more ...
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Washington Memo: Torches and Pitchforks for I.R.S. but Cheers for Apple
AAPL  MSFT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 08:35PM from (www.nytimes.com)
While Wednesday’s I.R.S. hearing felt like an unforgiving, angry inquisition, senators seemed halfhearted in their desire  more ...
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In China, Hacking Has Widespread Acceptance
MSFT  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 07:56PM from (www.nytimes.com)
Hacking in China is openly discussed and promoted, whether for breaking into private networks, tracking dissent or stealing  more ...
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Will Sony PS4 and Xbox One Wreck Apple TV Prospects in Media Convergence?
SNE  AAPL  MSFT  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 04:43PM from (247wallst.com)
This week has brought much in the news of video games and the convergence of media. Apple Inc. (NASDAQ: AAPL) shareholders  more ...
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AMD: Jefferies, Raymond James Like PS4, Xbox Prospects, Even on Muted Uptake
AMD  MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 03:14PM from (blogs.barrons.com)
Shares of Advanced Micro Devices (AMD) are down 3 cents, or 0.8%, at $3.99, giving up earlier gains following yesterday’s  more ...
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Apple Tops New WisdomTree Dividend ETF
KO  INTC  PEP  PG  WMT  AAPL  MO  MSFT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 02:08PM from (www.benzinga.com)
Apple's (NASDAQ: AAPL) new status as a dividend stock is, no pun intended, bearing fruit. At least at the new ETF level.
 more ...
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Microsoft: Barclays Ups Target to $35; Support, But Rally’s Over
MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 01:54PM from (blogs.barrons.com)
Following Microsoft‘s (MSFT) unveiling yesterday of its long-awaited update to the Xbox game console, the “Xbox One,”  more ...
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Did GameStop, Up 44% YTD, Rout the Shorts?
SNE  MSFT  GME  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 01:12PM from (ycharts.com)
GameStop (GME) shares fell 5% Tuesday after Microsoft (MSFT) introduced a new gaming console, Xbox One. But don’t misinterpret  more ...
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Here Are 14 Yearbook Photos of Business Big Shots
JPM  XOM  BAC  AAPL  MSFT  GS  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 12:19PM from (www.benzinga.com)
When we think of the business titans of our age, we often associate their likeness with private jets, cash flows in the millions,  more ...
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Willis North America Launches Private Insurance Exchange Aimed at Reducing Health Insurance Costs
WSH  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 22, 12:13PM from (globenewswire.com)
NEW YORK, May 22, 2013 (GLOBE NEWSWIRE) -- Willis North America, a unit of Willis Group Holdings (NYSE:WSH), the global risk  more ...
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