ValueAct Capital Master Fund, L.P. (CIK 0001464912)

Latest company ownership

KKR - KKR & Co. Inc.
Role: 10% Owner
Shares held
49,200,000
Last filed at
Feb 8, 2018
Confidence Score
50.0
2025Q4
Confidence Score History
2018Q1 2025Q4
Shares held
17,931,594
Last filed at
Jun 9, 2020
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q3 2025Q4
Shares held
13,437,070
Last filed at
Feb 22, 2022
Confidence Score
50.0
2025Q4
Confidence Score History
2018Q3 2025Q4
Shares held
8,213,576
Last filed at
Mar 22, 2016
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q1 2025Q4
FI - FISERV INC
Role: Director
Shares held
7,548,841
Last filed at
Aug 9, 2023
Confidence Score
50.0
2025Q4
Confidence Score History
2022Q2 2025Q4
CBRE - CBRE GROUP, INC.
Role: Director
Shares held
4,637,748
Last filed at
Aug 31, 2023
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q3 2025Q4
ACA - Arcosa, Inc.
Role: Other
Shares held
4,240,963
Last filed at
Jun 14, 2019
Confidence Score
50.0
2025Q4
Confidence Score History
2019Q1 2025Q4
CRM - Salesforce, Inc.
Role: Director
Shares held
2,898,509
Last filed at
Dec 20, 2024
Confidence Score
83.7
2025Q4
Confidence Score History
2024Q2 2025Q4
Shares held
2,861,739
Last filed at
May 27, 2025
Confidence Score
47.6
2025Q4
Confidence Score History
2022Q1 2025Q4
Shares held
1,500,000
Last filed at
Oct 30, 2019
Confidence Score
50.0
2025Q4
Confidence Score History
2017Q1 2025Q4
Shares held
90,847
Last filed at
Feb 24, 2022
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q4 2025Q4
LKQ - LKQ CORP
Role: Director
Shares held
0
Last filed at
Mar 9, 2023
Confidence Score
50.0
2025Q4
Confidence Score History
2021Q4 2025Q4
Shares held
0
Last filed at
May 3, 2019
Confidence Score
50.0
2025Q4
Confidence Score History
2014Q3 2025Q4
MSCI - MSCI Inc.
Role: Director
Shares held
0
Last filed at
Sep 26, 2016
Confidence Score
50.0
2025Q4
Confidence Score History
2015Q4 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Dec 5, 2025 Dec 8, 2025 Salesforce, Inc. Director Buy 95.0 +96,000 3.31% ✗ $25M
May 26, 2025 May 27, 2025 INSIGHT ENTERPRISES INC 10% Owner Sell 15.0 -600,000 -17.33% ✗ $76.1M
May 8, 2025 May 12, 2025 INSIGHT ENTERPRISES INC Director Sell 15.0 -600,000 -14.77% ✗ $78.6M
Dec 18, 2024 Dec 20, 2024 Salesforce, Inc. Director Sell 15.0 -1,015,800 -25.95% ✗ $350M
Jun 3, 2024 Jun 5, 2024 Salesforce, Inc. Director Buy 100.0 +428,000 12.28% ✗ $99.8M
May 29, 2024 May 31, 2024 INSIGHT ENTERPRISES INC Director Sell 15.0 -450,000 -9.97% ✗ $86.6M
Aug 29, 2023 Aug 31, 2023 CBRE GROUP, INC. Director Sell 15.0 -1,200,000 -20.56% ✗ $101.3M
Aug 7, 2023 Aug 9, 2023 FISERV INC Director Sell 15.0 -4,098,935 -35.19% ✗ $500M
Aug 1, 2023 Aug 3, 2023 CBRE GROUP, INC. Director Sell 15.0 -3,400,000 -36.81% ✗ $274.7M
Mar 7, 2023 Mar 9, 2023 LKQ CORP Director Sell 15.0 -202,751 -100.00% ✗ $11.7M
Mar 2, 2023 Mar 6, 2023 LKQ CORP Director Sell 15.0 -1,350,000 -86.94% ✗ $78.3M
Feb 17, 2023 Feb 22, 2023 INSIGHT ENTERPRISES INC Director Buy 62.5 +3,700 0.08% ✗ $480.9K
Feb 14, 2023 Feb 16, 2023 LKQ CORP Director Sell 2.5 -935,930 -37.61% ✓ $53.9M
Feb 14, 2023 Feb 16, 2023 INSIGHT ENTERPRISES INC Director Buy 90.0 +85,355 1.93% ✗ $10.9M
Feb 9, 2023 Feb 13, 2023 LKQ CORP Director Sell 21.3 -857,014 -9.34% ✓ $48.3M
Feb 6, 2023 Feb 8, 2023 LKQ CORP Director Sell 2.5 -1,317,972 -28.26% ✓ $73.9M
Feb 1, 2023 Feb 6, 2023 LKQ CORP Director Sell 7.5 -1,389,084 -22.95% ✓ $80.7M
Feb 1, 2023 Feb 3, 2023 LKQ CORP Director Sell 15.0 -1,389,084 -22.95% ✗ $80.7M
Jan 4, 2023 Jan 6, 2023 FISERV INC Director Sell 7.5 -3,000,000 -20.48% ✓ $302.8M
Oct 31, 2022 Nov 2, 2022 LKQ CORP Director Sell 15.0 -6,500,000 -51.78% ✗ $348.4M
Oct 20, 2022 Oct 24, 2022 Seagate Technology Holdings plc Director Sell 47.5 -1,139 -0.01% ✗ $60.4K
Aug 30, 2022 Sep 1, 2022 INSIGHT ENTERPRISES INC Director Buy 88.8 +69,313 1.59% ✗ $6.3M
Aug 25, 2022 Aug 29, 2022 INSIGHT ENTERPRISES INC Director Buy 95.0 +109,465 2.58% ✗ $10.2M
Aug 22, 2022 Aug 24, 2022 INSIGHT ENTERPRISES INC Director Buy 88.8 +92,346 2.22% ✗ $8.7M
Aug 15, 2022 Aug 17, 2022 INSIGHT ENTERPRISES INC Director Buy 87.5 +51,601 1.26% ✗ $4.9M
Jun 10, 2022 Jun 14, 2022 FISERV INC Director Buy 97.5 +1,000,000 7.33% ✓ $91.9M
May 26, 2022 May 31, 2022 INSIGHT ENTERPRISES INC Director Buy 88.8 +80,000 1.99% ✗ $7.9M
May 23, 2022 May 25, 2022 INSIGHT ENTERPRISES INC Director Buy 95.0 +160,000 4.15% ✗ $15.2M
May 18, 2022 May 20, 2022 INSIGHT ENTERPRISES INC Director Buy 93.8 +98,883 2.63% ✗ $9.7M
May 17, 2022 May 19, 2022 LKQ CORP Director Sell 15.0 -5,000,000 -28.49% ✗ $251.8M
May 13, 2022 May 17, 2022 INSIGHT ENTERPRISES INC Director Buy 93.8 +97,200 2.65% ✗ $9.7M
May 10, 2022 May 12, 2022 INSIGHT ENTERPRISES INC Director Buy 95.0 +120,000 3.39% ✗ $11.7M
May 6, 2022 May 10, 2022 FISERV INC Director Buy 95.0 +500,000 3.80% ✗ $47.1M
May 2, 2022 May 4, 2022 FISERV INC Director Buy 80.0 +112,575 0.86% ✓ $10.7M
Feb 24, 2022 Feb 28, 2022 INSIGHT ENTERPRISES INC Director Buy 93.8 +87,302 2.53% ✗ $9M
Feb 22, 2022 Feb 24, 2022 TRINITY INDUSTRIES INC Director Sell 15.0 -3,780,000 -97.65% ✗ $107.5M
Feb 17, 2022 Feb 22, 2022 INSIGHT ENTERPRISES INC Director Buy 95.0 +131,006 3.94% ✗ $13M
Feb 17, 2022 Feb 22, 2022 Seagate Technology Holdings plc Director Sell 15.0 -2,050,000 -13.24% ✗ $221.4M
Dec 31, 2021 Jan 4, 2022 TRINITY INDUSTRIES INC Director Sell 15.0 -8,775,008 -69.39% ✗ $250M
Nov 17, 2021 Nov 18, 2021 LKQ CORP Director Sell 15.0 -4,000,000 -18.56% ✗ $229.1M
Nov 11, 2021 Nov 15, 2021 Seagate Technology Holdings plc Director Sell 15.0 -1,890,000 -10.88% ✗ $203.5M
Nov 8, 2021 Nov 10, 2021 TRINITY INDUSTRIES INC Director Sell 15.0 -2,360,000 -15.73% ✗ $68.7M
Oct 20, 2021 Oct 22, 2021 Seagate Technology Holdings plc Director Sell 47.5 -2,105 -0.01% ✗ $169.5K
Aug 10, 2021 Aug 12, 2021 CBRE GROUP, INC. Director Sell 15.0 -1,000,000 -9.77% ✗ $96.1M
Apr 30, 2021 May 4, 2021 Seagate Technology Holdings plc Director Sell 15.0 -5,634,153 -8.19% ✗ $507.9M
Apr 29, 2021 Apr 30, 2021 TRINITY INDUSTRIES INC Director Sell 15.0 -8,100,000 -35.06% ✗ $222.5M
Mar 3, 2021 Mar 5, 2021 Seagate Technology Holdings plc Director Sell 15.0 -4,650,000 -16.81% ✗ $338.3M
Mar 1, 2021 Mar 3, 2021 TRINITY INDUSTRIES INC Director Sell 15.0 -3,900,000 -14.44% ✗ $124.2M
Jan 13, 2021 Jan 15, 2021 Seagate Technology Holdings plc Director Sell 40.0 -703,034 -0.83% ✓ $42.4M
Jan 7, 2021 Jan 11, 2021 Seagate Technology Holdings plc Director Sell 37.5 -617,691 -1.08% ✓ $37.2M
Jan 4, 2021 Jan 6, 2021 Seagate Technology Holdings plc Director Sell 37.5 -1,164,725 -1.30% ✓ $70.4M
Dec 29, 2020 Dec 31, 2020 Seagate Technology Holdings plc Director Sell 37.5 -1,414,550 -1.51% ✓ $86.6M
Oct 21, 2020 Oct 23, 2020 Seagate Technology Holdings plc Director Sell 47.5 -2,009 -0.01% ✗ $103.8K
Apr 29, 2020 May 1, 2020 Bausch Health Companies Inc. Director Sell 56.3 +10,413 0.06% ✗ $11.3K
Mar 4, 2020 Mar 6, 2020 TRINITY INDUSTRIES INC Director Buy 77.5 +173,235 0.65% ✓ $3.5M
Feb 28, 2020 Mar 3, 2020 TRINITY INDUSTRIES INC Director Buy 95.0 +662,626 2.53% ✓ $13.6M
Feb 25, 2020 Feb 27, 2020 TRINITY INDUSTRIES INC Director Buy 88.8 +276,175 1.07% ✓ $5.7M
Feb 7, 2020 Feb 11, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 52.5 +8,102 0.03% ✓ $169.8K
Feb 4, 2020 Feb 6, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 52.5 +2,600 0.01% ✓ $54.6K
Jan 30, 2020 Feb 3, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 88.8 +259,079 1.01% ✓ $5.3M
Jan 27, 2020 Jan 29, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 77.5 +147,109 0.58% ✓ $3.1M
Jan 22, 2020 Jan 24, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 88.8 +278,398 1.10% ✓ $5.7M
Jan 16, 2020 Jan 23, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 77.5 +186,033 0.74% ✓ $3.8M
Jan 16, 2020 Jan 21, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 77.5 +185,433 0.74% ✓ $3.8M
Jan 13, 2020 Jan 15, 2020 TRINITY INDUSTRIES INC 10% Owner Buy 70.0 +122,500 0.49% ✓ $2.5M
Dec 6, 2019 Dec 10, 2019 TRINITY INDUSTRIES INC Director Buy 48.8 +800 0.00% ✗ $16.8K
Nov 11, 2019 Nov 13, 2019 TRINITY INDUSTRIES INC Director Buy 95.0 +677,500 2.80% ✗ $14.5M
Oct 30, 2019 Nov 1, 2019 TRINITY INDUSTRIES INC 10% Owner Buy 97.5 +1,650,000 7.31% ✗ $32.9M
Oct 28, 2019 Oct 30, 2019 Seagate Technology Holdings plc Director Sell 47.5 -1,853 -0.01% ✗ $107K
Oct 28, 2019 Oct 30, 2019 BREAD FINANCIAL HOLDINGS, INC. 10% Owner Sell 15.0 -2,330,000 -62.84% ✗ $389.7M
Sep 12, 2019 Sep 16, 2019 CBRE GROUP, INC. Director Sell 15.0 -3,000,000 -22.68% ✗ $161.6M
Jul 29, 2019 Jul 31, 2019 TRINITY INDUSTRIES INC Director Buy 95.0 +658,796 3.01% ✗ $12.7M
Jun 12, 2019 Jun 14, 2019 Arcosa, Inc. Other Sell 15.0 -1,500,000 -26.13% ✗ $54M
May 1, 2019 May 3, 2019 Bausch Health Companies Inc. Director Sell 52.5 +6,637 0.04% ✗ $94.4K
May 1, 2019 May 3, 2019 ARMSTRONG WORLD INDUSTRIES INC Director Sell 16.3 -63,910 -100.00% ✗ $5.6M
Mar 12, 2019 Mar 14, 2019 Arcosa, Inc. 10% Owner Sell 15.0 -1,395,000 -19.55% ✗ $46.1M
Mar 11, 2019 Mar 13, 2019 ARMSTRONG WORLD INDUSTRIES INC Director Sell 15.0 -456,000 -87.71% ✗ $33.4M
Mar 11, 2019 Mar 13, 2019 CBRE GROUP, INC. Director Sell 15.0 -6,700,000 -33.63% ✗ $331.7M
Feb 27, 2019 Mar 1, 2019 ARMSTRONG WORLD INDUSTRIES INC Director Sell 15.0 -1,725,000 -76.84% ✗ $127.1M
Feb 6, 2019 Feb 8, 2019 Seagate Technology Holdings plc Director Buy 100.0 +2,225,000 100.00% ✗ $99.9M
Dec 13, 2018 Dec 17, 2018 TRINITY INDUSTRIES INC Director Buy 70.0 +59,239 0.27% ✗ $1.3M
Dec 6, 2018 Dec 10, 2018 TRINITY INDUSTRIES INC Director Buy 88.8 +280,506 1.30% ✗ $6.1M
Dec 6, 2018 Dec 10, 2018 Seagate Technology Holdings plc Director Buy 90.0 +400,000 1.49% ✗ $16.2M
Nov 28, 2018 Nov 30, 2018 Seagate Technology Holdings plc Director Buy 71.3 +124,127 0.46% ✗ $5.2M
Nov 28, 2018 Nov 30, 2018 BREAD FINANCIAL HOLDINGS, INC. Director Sell 15.0 -200,000 -3.70% ✗ $39.7M
Nov 20, 2018 Nov 23, 2018 Seagate Technology Holdings plc Director Buy 90.0 +371,086 1.41% ✗ $15.5M
Nov 20, 2018 Nov 23, 2018 TRINITY INDUSTRIES INC Director Buy 77.5 +152,364 0.71% ✗ $3.4M
Nov 9, 2018 Nov 13, 2018 ARMSTRONG WORLD INDUSTRIES INC Director Sell 15.0 -2,980,000 -57.03% ✗ $203.1M
Nov 6, 2018 Nov 8, 2018 BREAD FINANCIAL HOLDINGS, INC. Director Sell 15.0 -675,000 -11.10% ✗ $135M
Oct 29, 2018 Oct 31, 2018 Seagate Technology Holdings plc Director Sell 47.5 -1,903 -0.01% ✗ $72K
Aug 31, 2018 Sep 5, 2018 ARMSTRONG WORLD INDUSTRIES INC Director Sell 16.3 -100,000 -1.88% ✗ $7M
Aug 21, 2018 Aug 23, 2018 ARMSTRONG WORLD INDUSTRIES INC Director Sell 27.5 -30,000 -0.56% ✗ $2.1M
Aug 17, 2018 Aug 21, 2018 Seagate Technology Holdings plc Director Buy 65.0 +23,200 0.09% ✗ $1.2M
Aug 14, 2018 Aug 16, 2018 Seagate Technology Holdings plc Director Buy 95.0 +931,882 3.66% ✗ $49.2M
Aug 9, 2018 Aug 13, 2018 Seagate Technology Holdings plc Director Buy 97.5 +2,090,783 8.95% ✗ $106.5M
Aug 7, 2018 Aug 9, 2018 ARMSTRONG WORLD INDUSTRIES INC Director Sell 15.0 -1,500,000 -21.88% ✗ $103.8M
Jul 31, 2018 Aug 2, 2018 Seagate Technology Holdings plc Director Buy 95.0 +946,000 4.22% ✗ $49.9M
May 15, 2018 May 17, 2018 BREAD FINANCIAL HOLDINGS, INC. Director Buy 55.0 +2,646 0.04% ✗ $542.4K
May 8, 2018 May 10, 2018 BREAD FINANCIAL HOLDINGS, INC. Director Buy 95.0 +202,600 3.45% ✗ $40.9M
May 1, 2018 May 3, 2018 Bausch Health Companies Inc. Director Sell 47.5 -3,794 -0.02% ✗ $68.6K