Jeffrey Ubben · quarter digest
What Jeffrey Ubben did in Q3 2024
ValueAct Capital filed 3 moves in Q3 2024: 0 new, 0 add, 1 trim, 2 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Constructive activism. Partner with management, not fight them.
Trims · 1
Taking chips off
NGVTINGEVITY CORP
TRIM -42%·100.0% book·−4
Exits · 2
Closed positions
RDDTREDDIT INC
EXIT·0.0% book·−1
STRASTRATEGIC ED INC
EXIT·0.0% book·−6
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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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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