Information Technology

  • Adobe Systems, Inc.
  • Alliance Data Systems Corp.
  • Gartner, Inc.
  • Gevity HR, Inc.
  • Key3Media Group, Inc.
  • Lecroy Corp.
  • Lodgenet Interactive Corp.
  • Micros Systems, Inc.
  • Microsoft Corp.
  • Misys plc
  • Motorola Solutions, Inc.
  • MSCI, Inc.
  • Reuters Group plc
  • Sirva, Inc.
  • Tektronix, Inc.

Industrials

  • Allison Transmission Holdings, 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

  • Catalina Marketing Corp.
  • Insurance Auto Auctions, Inc.
  • KAR Auction Services, Inc.
  • Martha Stewart Living Omnimedia, Inc.
  • Merlin Entertainments plc
  • Rentokil Initial plc
  • Sara Lee Corp.
  • Snap-On, Inc.
  • Twenty-First Century Fox, Inc.
  • Verisign, Inc.

“ValueAct Capital doesn’t engage with a large ego and say here is what you need to do, instead they are very respectful of management and are really focused on the areas in which they can be of help.  From a CEO’s point of view they bring great perspective to the room and I’ve been a big proponent of them when it comes to having them join the Board.”

Ed Heffernan

Ed Heffernan
CEO of Alliance Data Systems Corporation

Technology

  • Acxiom Corp.
  • American Tower Corp.
  • Amicas, Inc.
  • Avaya Inc.
  • EPIQ Systems, Inc.
  • Intergraph Corp.
  • McAfee, Inc.
  • MSC Software Corp.
  • Per-Se Technologies, Inc.
  • Reynolds And Reynolds Co.
  • Seagate Technology 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

As of September 30, 2018 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.