UNVR - ValueAct exits Bausch Health SLM boosts NYT stake trims Rocket Companies

• ValueAct Holdings exits stakes in Bausch Health ( NYSE: BHC ), SLM ( NASDAQ: SLM ), Trinity Industries ( NYSE: TRN ), and Univar Solutions ( NYSE: UNVR ) in the quarter ended Sept. 30, 2022, according to its 13F filing.
• The investment firm boosted its stake in the New York Times ( NYSE: NYT ) to 11.6M shares from ~3.10M, Insight Enterprises ( NASDAQ: NSIT ) to 4.42M shares from 4.10M, and in construction materials company TopBuild ( NYSE: BLD ) to 1.55M shares from 1.20M.
• It trimmed its stake in mortgage lender Rocket Cos. ( NYSE: RKT ) to ~1.30M shares from 2.00M
• In August, NYT stock jumped after news that ValueAct reported a 6.7% stake in the newspaper publisher.

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