Information Technology

  • Adobe Systems, Inc.
  • Alliance Data Systems Corp.
  • Fiserv, Inc.
  • Gartner, Inc.
  • Gevity HR, Inc.
  • Insight Enterprises, Inc.
  • Lecroy Corp.
  • Lodgenet Interactive Corp.
  • Micros Systems, Inc.
  • Microsoft Corp.
  • Misys plc
  • Motorola Solutions, Inc.
  • MSCI, Inc.
  • Reuters Group plc
  • Salesforce, Inc.
  • Sirva, Inc.
  • Tektronix, Inc.
  • Trend Micro Inc.

Industrials

  • Allison Transmission Holdings, Inc.
  • Arcosa, Inc.
  • Armstrong Flooring, Inc.
  • Armstrong World Industries, Inc.
  • Gardner Denver, Inc.
  • Invensys plc
  • Rockwell Collins Inc.
  • Rolls-Royce Holdings plc
  • Trinity Industries, Inc.

“I was truly impressed by their analytic rigor and absolutely first-class ability to challenge current mechanisms that were in place in order to actually improve the long-term performance of the company. They have been a shareholder through some very tough times and it’s during those periods that you see the mettle of an investor like ValueAct Capital. The board, the company and I view their long-term commitment as not only supportive, but welcomed, and appreciated.”

Ian Davis*

Ian Davis*
Chairman of Rolls-Royce Holdings plc

Energy

  • Baker Hughes, Inc.
  • Dresser-Rand Group, Inc.
  • Exterran Energy Corp.
  • Halliburton Co.
  • Seitel, Inc.

Financials

  • CBRE Group, Inc.
  • Citigroup Inc.
  • Element Fleet Management Corp.
  • Equifax, Inc.
  • Fidelity National Financial, Inc.
  • KKR & Co. L.P.
  • Moody's Corp.
  • Morgan Stanley
  • OneSource Information Services, Inc.
  • Redwood Trust, Inc.
  • SLM Corporation
  • USI Holdings Corp.
  • Williams Scotsman International, Inc.
  • Willis Towers Watson plc

Consumer

  • Flutter Entertainment plc
  • Insurance Auto Auctions, Inc.
  • KAR Auction Services, Inc.
  • LKQ Corporation
  • Merlin Entertainments plc
  • Rentokil Initial plc
  • Sara Lee Corp.
  • Seven & i Holdings Co., Ltd.
  • Snap-On, Inc.
  • Verisign, Inc.

“ValueAct did its homework and developed a deep understanding of our business. Their multi-year partnership proved to be quite impactful.”

Greg Brown*

Greg Brown*
Chairman and CEO Motorola Solutions

Technology

  • Acxiom Corp.
  • American Tower Corp.
  • Amicas, Inc.
  • Avaya Inc.
  • EPIQ Systems, Inc.
  • Intergraph Corp.
  • JSR Corporation
  • McAfee, Inc.
  • MSC Software Corp.
  • Per-Se Technologies, Inc.
  • Reynolds And Reynolds Co.
  • Seagate Technology Holdings plc
  • Siebel Systems, Inc.
  • TriZetto Group, Inc.

Healthcare

  • Advanced Medical Optics, Inc.
  • Agilent, Inc.
  • Alere, Inc.
  • Applied Biosystems, Inc.
  • Bausch Health Companies Inc.
  • Bioverativ, Inc.
  • Chiron Corp.
  • CR Bard, Inc.
  • First Health Group Corp.
  • Immucor, Inc.
  • Life Technologies Corp.
  • Lifeline Systems, Inc.
  • Lincare Holdings, Inc.
  • MDS, Inc.
  • MedQuist, Inc.
  • Mentor Corp.
  • Olympus Corp.
  • Omnicare, Inc.
  • PRA International, Inc.
  • Solexa/ Illumina, Inc.
  • Warner Chilcott plc

Media

  • Catalina Marketing Corp.
  • Key3Media Group, Inc.
  • Martha Stewart Living Omnimedia, Inc.
  • The New York Times Company
  • Nintendo Co., Ltd.
  • Ströer SE & Co. KGaA
  • Twenty-First Century Fox, Inc.

As of December 31, 2022 the current and former portfolio companies shown on this page reflect those investments made by ValueAct Capital since its inception: (i) for which ValueAct Capital had a designee or nominee on the board of the portfolio company; (ii) for which ValueAct Capital filed a Schedule 13D or 13G or made a similar non-U.S. filing or other notification with respect to the investment; and/or (iii) that were discussed in an investor quarterly letter as a core investment, which is determined by the chief investment officer based on such factors such as relative size of the investment as a percentage of the fund (generally 4-20% of the portfolio) or dollar size of the investment (current representative size of a core investment generally ranging from $500 million to $2 billion). The companies shown on this page do not represent all of the investments purchased or sold by funds managed by ValueAct Capital. It should not be assumed that any or all of these investments were or will be profitable.

*The individual quoted herein is not an investor in any ValueAct Capital Fund and has not received any compensation for providing the referenced quote. Furthermore, the referenced quote is not intended to, and does not, refer to the performance of any ValueAct Capital Fund. ValueAct Capital is not aware of any material conflicts of interest with respect to its relationship with the individual quoted herein.