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  Seagate Technology Hldngs Pl (STX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.45 SEC
2023   Q4 262,348 0.45 Reduce 96.59% 11.00 $85.37 $22,396,649 SEC
2023   Q3 7,687,070 11.39 Reduce 42.79% 5.53 $65.95 $506,962,267 SEC
2023   Q2 13,437,070 12.93 $61.87 $831,351,521 SEC
2023   Q1 13,437,070 14.47 $66.12 $888,459,068 SEC
2022   Q4 13,437,070 13.32 $52.61 $706,924,253 SEC
2022   Q3 13,437,070 12.12 $53.23 $715,255,000 SEC
2022   Q2 13,437,070 15.30 $71.44 $959,944,000 SEC
2022   Q1 13,437,070 16.62 Reduce 13.24% 2.61 $89.90 $1,207,993,000 SEC
2021   Q4 15,487,070 19.73 Reduce 10.88% 1.81 $112.98 $1,749,729,000 SEC
2021   Q3 17,377,070 16.61 $82.52 $1,433,956,000 SEC
2021   Q2 17,377,070 18.27 Reduce 24.48% 5.05 $87.93 $1,527,966,000 SEC
2021   Q1 23,011,223 20.62 Reduce 23.67% 5.15 $76.75 $1,766,111,000 SEC
2020   Q4 30,146,673 21.74 Reduce 4.46% 0.98 $62.16 $1,873,917,000 SEC
2020   Q3 31,554,360 21.87 $49.27 $1,554,683,000 SEC
2020   Q2 31,554,360 17.49 $48.41 $1,527,547,000 SEC
2020   Q1 31,554,360 22.26 $48.80 $1,539,853,000 SEC
2019   Q4 31,554,360 19.02 $59.50 $1,877,484,000 SEC
2019   Q3 31,554,360 18.31 $53.79 $1,697,309,000 SEC
2019   Q2 31,554,360 15.52 Add 6.89% 1.00 $47.12 $1,486,841,000 SEC
2019   Q1 29,520,160 15.54 Add 8.15% 1.17 $47.89 $1,413,720,000 SEC
2018   Q4 27,295,160 13.12 Add 3.40% 0.43 $38.59 $1,053,320,000 SEC
2018   Q3 26,396,565 12.29 Add 17.82% 1.86 $47.35 $1,249,877,000 SEC
2018   Q2 22,404,700 11.93 Add 4.41% 0.50 $56.47 $1,265,194,000 SEC
2018   Q1 21,458,600 14.47 $58.52 $1,255,757,000 SEC
2017   Q4 21,458,600 10.56 $41.84 $897,827,000 SEC
2017   Q3 21,458,600 8.09 Add 55.32% 2.88 $33.17 $711,782,000 SEC
2017   Q2 13,815,765 4.96 Add 44.83% 1.54 $38.75 $535,361,000 SEC
2017   Q1 9,539,490 3.73 $45.93 $438,149,000 SEC
2016   Q4 9,539,490 3.04 $38.17 $364,122,000 SEC
2016   Q3 9,539,490 3.31 Add 217.98% 2.27 $38.55 $367,747,000 SEC
2016   Q2 3,000,000 0.68 Buy 0.68 $24.36 $73,080,000 SEC