Jeffrey Ubben
ValueAct Capital · Founder · Net worth: ~$600M
Founded ValueAct in 2000 after leaving Richard Blum's firm. Pioneered a gentler style of activism — joining boards, partnering with CEOs, and holding for 3-5 years. ValueAct famously helped turn around Microsoft and Adobe.
Jeffrey's portfolio concentration: top-1, top-5, top-10
Highly concentrated
NGVTTop-5 zoneTop-10Jeffrey's single largest bet is NGVT at 100.0% of tracked positions. Conviction-concentrated — the single largest position drives most of the book.
Jeffrey Ubben's recent 13F moves: buys, adds, trims, and exits
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| META | Add 10% Activist continuing to build META exposure. | 8.10% |
| ENPH | Buy (new) New solar position. | 4.20% |
| Ticker | Activity | % portfolio |
|---|---|---|
| META | Add 26% ValueAct META add. | 1.85% |
| Ticker | Activity | % portfolio |
|---|---|---|
| DIS | Add 10% Building Disney. | 11.20% |
| META | Buy (new) ValueAct first entered META here. | 6.20% |
| Ticker | Activity | % portfolio |
|---|---|---|
| RDDT | Sell (exit) | 0.00% |
| STRA | Sell (exit) | 0.00% |
| NGVT | Reduce 42% | 100.00% |
Jeffrey's sector breakdown
How the top 1 positions are diversified across 1 sector. Weighted by stated portfolio percentage.
How Ubben is sized + moving
Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.
| Position | % portfolio | Trend |
|---|---|---|
| NGVT INGEVITY CORP | 100.0% | ↓ trimming |
How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.
What drives the ConvictionScore on Ubben's top positions
The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Ubben's top 1 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).
| Ticker | % port | Score | Smart $ | Insider | Track | Streak | Conc | Contra | Event | Dissent | Crowd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NGVT | 100.0 | −4 | +2 | · | -6 | · | · | · | · | · | · |
Factor definitions →
- Smart $
- Manager quality × consensus (0–30)
- Insider
- Form 4 net buy/sell (-15..+20)
- Track
- Buyer 10y CAGR × concentration (-10..+20)
- Streak
- Multi-quarter compounding (0–10)
- Conc
- Biggest position size as conviction (0–10)
- Contra
- Under-the-radar bonus (0–10)
- Event
- 8-K events last 90d (-15..+5)
- Dissent
- Sells subtract, weighted ×1.6 (0–60)
- Crowd
- Too many owners = priced in (0–10)
Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.
Who else holds what Ubben holds
Top 6 highest-conviction overlap pairs containing Jeffrey Ubben. Each page is the full intersection of two 13F-filed portfolios.
- vs Warren Buffett0 shared positions · 0% joint convictionTop:
- vs Bill Ackman0 shared positions · 0% joint convictionTop:
- vs Carl Icahn0 shared positions · 0% joint convictionTop:
- vs David Einhorn0 shared positions · 0% joint convictionTop:
- vs Seth Klarman0 shared positions · 0% joint convictionTop:
- vs Joel Greenblatt0 shared positions · 0% joint convictionTop:
Jeffrey Ubben's top 1 disclosed holdings (Q3 2024)
| Ticker | Company | % Portfolio |
|---|---|---|
| NGVT | INGEVITY CORP | 100.0% |
The books behind Jeffrey's thinking
Constructive activism. Partner with management, not fight them. These are the books that map Jeffrey's approach.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
New Audible members only · 30-day trial · many of these titles are included with membership.
Estimate your withholding on cross-border dividends
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want Jeffrey move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Investors with portfolios similar to Jeffrey Ubben
Tracked managers whose top positions overlap with Jeffrey's portfolio.
Embed on your siteDrop Jeffrey's portfolio into your blog or wiki→
600px-wide iframe. Top-3 holdings + closest replicating ETF + investing-style tag. Updates when the underlying 13F filing updates. Free, attribution-only.
<iframe src="https://holdlens.com/embed/investor/jeffrey-ubben/" width="600" height="360" frameborder="0" loading="lazy" title="Jeffrey Ubben portfolio — HoldLens"></iframe>What Jeffrey Ubben did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Frequently asked questions
Who is Jeffrey Ubben?
Jeffrey Ubben runs ValueAct Capital as founder. Founded ValueAct in 2000 after leaving Richard Blum's firm. Pioneered a gentler style of activism — joining boards, partnering with CEOs, and holding for 3-5 years. ValueAct famously helped turn around Microsoft and Adobe.
What fund does Jeffrey Ubben run?
Jeffrey Ubben is founder of ValueAct Capital. ValueAct Capital files SEC Form 13F-HR quarterly with the latest disclosure dated 2024-11-14 (Q3 2024). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.
What does Jeffrey Ubben invest in?
Jeffrey Ubben's ValueAct Capital portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).
What is Jeffrey Ubben's investment philosophy?
Jeffrey Ubben's stated investment philosophy: "Constructive activism. Partner with management, not fight them.". Jeffrey Ubben has been founder of ValueAct Capital; estimated net worth ~$600M.
What is Jeffrey Ubben's net worth?
Jeffrey Ubben's estimated net worth is ~$600M. Jeffrey Ubben runs ValueAct Capital as founder; full 13F holdings disclosed quarterly with the SEC are listed below.
Data sourced from ValueAct Capital 13F filings with the SEC. Approximate snapshot. Not investment advice.
Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.