Jeffrey Ubben · quarter digest
What Jeffrey Ubben did in Q1 2024
ValueAct Capital filed 4 moves in Q1 2024: 1 new, 0 add, 2 trim, 1 exit.
13F filed 2024-05-15. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.
New positions · 1
Fresh money
RDDTREDDIT INC
NEW·31.2% book·−1
Trims · 2
Taking chips off
STRASTRATEGIC ED INC
TRIM -20%·52.2% book·−6
NGVTINGEVITY CORP
TRIM -52%·16.6% book·−4
Exits · 1
Closed positions
UFIUNIFI INC
EXIT·0.0% book·0
Current top holdings
Jeffrey Ubben’s book, latest snapshot
Other quarters for Jeffrey Ubben
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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The Intelligent Investor
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Security Analysis
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