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  Enviva Partners LP (EVA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 1.99 SEC
2020   Q2 4,834,867 1.99 Add 91.32% 0.95 $36.04 $174,249,000 SEC
2020   Q1 2,527,175 0.98 Add 20.10% 0.16 $26.72 $67,526,000 SEC
2019   Q4 2,104,261 0.80 $37.31 $78,510,000 SEC
2019   Q3 2,104,261 0.73 Add 27.20% 0.16 $31.95 $67,231,000 SEC
2019   Q2 1,654,261 0.54 $31.42 $51,977,000 SEC
2019   Q1 1,654,261 0.59 Add 128.60% 0.33 $32.25 $53,350,000 SEC
2018   Q4 723,650 0.25 Add 4.57% 0.01 $27.75 $20,081,000 SEC
2018   Q3 692,029 0.22 Add 0.96% <0.01 $31.80 $22,007,000 SEC
2018   Q2 685,453 0.19 Buy 0.19 $29.10 $19,947,000 SEC