ValueAct Capital·CIK 1351069
15
Positions
$3.3B
Portfolio Value
7
Quarters tracked
Q1 2008
Latest filing
Portfolio Allocation — Q1 2008
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SLE | 15.49% | $614,780,000 |
| MDZ |
11.34% |
| $450,138,000 |
| IT | 10.13% | $402,029,000 |
| EFX | 9.51% | $377,514,000 |
| MCO | 7.75% | $307,476,000 |
| WCRX | 6.42% | $254,616,000 |
| OCR | 5.39% | $213,973,000 |
| EYE | 4.51% | $178,876,000 |
| VRX | 4.28% | $169,886,000 |
| ACXM | 3.10% | $122,966,000 |
| BFH | 2.41% | $95,490,000 |
| IRF | 1.88% | $74,472,000 |
| ZZ | 0.90% | $35,778,000 |
| GVHR | 0.72% | $28,485,000 |
| CIMXXXX | 0.34% | $13,479,000 |