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Profiles

ValueAct Capital

ValueAct Capital (VAC) is an American investment management firm based in San Francisco, California.

History

In August 2022, ValueAct Capital acquired a 7% stake in The New York Times Company.[1]

Portfolio

Companies in VAC's portfolio include:[2]

  • 21st Century Fox
  • Acxiom
  • Adobe
  • Advanced Medical Optics
  • Agilent Technologies
  • Alere
  • American Tower
  • Amicas
  • Applied Biosystems
  • Avention
  • Baker Hughes
  • Bausch Health
  • Bioverativ
  • Bread Financial
  • Catalina
  • CBRE Group
  • Chiron Corporation
  • Citigroup
  • C.R. Bard
  • Dresser-Rand
  • Element Fleet Management
  • Equifax
  • Fidelity National Financial (FNF)
  • Finastra
  • First Health Group
  • Fiserv
  • Halliburton
  • Illumina
  • Immucor
  • Intergraph
  • JSR Corporation
  • Kohlberg Kravis Roberts (KKR)
  • Life Technologies
  • Lifeline Systems
  • Lincare
  • Martha Stewart Living Omnimedia
  • McAfee
  • MDS
  • MedQuist
  • Mentor
  • Microsoft
  • Moody's
  • Morgan Stanley
  • Motorola Solutions
  • MSC Software
  • MSCI
  • New York Times Company
  • Nintendo
  • Omnicare
  • Per-Se Technologies
  • PRA International
  • Redwood Trust
  • Reuters Group
  • Reynolds and Reynolds
  • Rockwell Collins
  • Rolls-Royce Holdings
  • Salesforce
  • Sallie Mae
  • Seven & I Holdings
  • Spotify
  • Ströer
  • Topcon
  • Trend Micro
  • Trinity Industries
  • TriZetto
  • Verisign
  • Warner Chilcott
  • Willis Towers Watson (WTW)

  1. Deveau, S. (2022, August 11). New York Times Is Targeted by Activist Investor Pushing for Subscriber-Only Bundles. Bloomberg. http://archive.today/2022.08.11-175631/https://www.bloomberg.com/news/articles/2022-08-11/activist-investor-valueact-takes-7-stake-in-new-york-times ↩︎

  2. Companies. ValueAct Capital. Retrieved November 2, 2023, from https://web.archive.org/web/20231102194714/https://valueact.com/companies/ ↩︎