Jeff Ubben - ValueAct Holdings,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Walt Disney Co. (DIS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 400,231 0.68 Reduce 87.00% 4.33 $96.38 $38,574,264 SEC
2025   Q4 3,077,931 4.98 Reduce 29.92% 2.54 $113.77 $350,176,210 SEC
2025   Q3 4,391,931 8.48 Reduce 13.67% 1.54 $114.50 $502,876,100 SEC
2025   Q2 5,087,631 11.27 Reduce 22.52% 3.19 $124.01 $630,917,120 SEC
2025   Q1 6,566,031 14.15 $98.70 $648,067,260 SEC
2024   Q4 6,566,031 16.66 Reduce 12.04% 1.98 $111.35 $731,127,552 SEC
2024   Q3 7,464,831 16.42 Add 21.70% 2.93 $96.19 $718,042,094 SEC
2024   Q2 6,133,631 17.12 Add 13.20% 2.00 $99.29 $609,008,222 SEC
2024   Q1 5,418,631 14.59 Add 6.53% 0.89 $122.36 $663,023,689 SEC
2023   Q4 5,086,331 9.19 Buy 9.19 $90.29 $459,244,826 SEC