- 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.
For further details see:
ValueAct exits Bausch Health, SLM, boosts NYT stake, trims Rocket Companies