ValueAct Capital: 13F changes (WallStPal)https://wallstpal.com/fund/valueact/Quarterly portfolio changes from ValueAct Capital's 13F filings. en-usFri, 14 Aug 2026 21:00:00 GMT360 https://wallstpal.com/brand/icon-144.pngValueAct Capital: 13F changes (WallStPal)https://wallstpal.com/fund/valueact/ ValueAct Capital added to AMZN (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-023135106Fri, 14 Aug 2026 21:00:00 GMTPosition value $701.1 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to RKT (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-77311W101Fri, 14 Aug 2026 21:00:00 GMTPosition value $656.3 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to BLK (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-09290D101Fri, 14 Aug 2026 21:00:00 GMTPosition value $559.3 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to TOST (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-888787108Fri, 14 Aug 2026 21:00:00 GMTPosition value $393.2 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to KKR (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-48251W104Fri, 14 Aug 2026 21:00:00 GMTPosition value $326.6 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to SPOT (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-L8681T102Fri, 14 Aug 2026 21:00:00 GMTPosition value $241.9 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut LLYVK (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-530909308Fri, 14 Aug 2026 21:00:00 GMTPosition value $229.5 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut SSD (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-829073105Fri, 14 Aug 2026 21:00:00 GMTPosition value $173.9 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut RBLX (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-771049103Fri, 14 Aug 2026 21:00:00 GMTPosition value $171.2 million at quarter end. 13F filed 2026-08-14. ValueAct Capital added to CBRE (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-12504L109Fri, 14 Aug 2026 21:00:00 GMTPosition value $133.7 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut LLYVA (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-530909100Fri, 14 Aug 2026 21:00:00 GMTPosition value $79.5 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut MDB (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-60937P106Fri, 14 Aug 2026 21:00:00 GMTPosition value $55.7 million at quarter end. 13F filed 2026-08-14. ValueAct Capital cut LYV (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-538034109Fri, 14 Aug 2026 21:00:00 GMTPosition value $55.3 million at quarter end. 13F filed 2026-08-14. ValueAct Capital opened PAYP (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-70450C101Fri, 14 Aug 2026 21:00:00 GMTPosition value $30.9 million at quarter end. 13F filed 2026-08-14. ValueAct Capital sold out of DIS (Q2 2026)https://wallstpal.com/fund/valueact/0001418814-26-000003-254687106Fri, 14 Aug 2026 21:00:00 GMTPosition value $0 at quarter end. 13F filed 2026-08-14.