ValueAct Capital – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by ValueAct Capital during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| V | 2,316,250 | $302.24 | Increased | 34.80% | 12.26% | $700.06M | 2026 Q1 |
| TOST | 12,895,438 | $26.51 | Increased | 60.89% | 5.99% | $341.86M | 2026 Q1 |
| KKR | 3,279,700 | $92.5 | Buy | 100.00% | 5.31% | $303.37M | 2026 Q1 |
| SPOT | 358,500 | $484.91 | Buy | 100.00% | 3.04% | $173.84M | 2026 Q1 |
| WIX | 1,099,370 | $85.57 | Buy | 100.00% | 1.65% | $94.07M | 2026 Q1 |
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