VA Partners I, LLC is Director at ADOBE SYSTEMS INC (ADBE). They have made 45 open-market trades across 20 companies since 2008, most recently 2023-11-22.
CIK 0001418812
14 open-market purchases totalling $424.7M since 2009, against 31 sales. Across 13 scored buys the stock is down 0.1% at ninety days, and 3.7 points behind the S&P over the same stretch.
13 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 31% | 54% | 54% |
| Avg Move | -4.8% | -2.9% | -0.1% |
| Alpha | -2.7% | -1.6% | -3.7% |
| Scored | 13 | 13 | 13 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 53% | 33% | 33% |
| Avg Move | -1.6% | +1.0% | +4.3% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CBRE | SELL | 2023-08-29 | 2023-08-31 | $84.41 | $101.3M | -7.4% | -14.5% | -7.1% |
| LKQ | SELL | 2023-03-07 | 2023-03-09 | $57.78 | $23.4M | -0.7% | -0.1% | -2.0% |
| LKQ | SELL | 2023-02-09 | 2023-02-13 | $56.40 | $96.7M | +1.0% | -6.3% | -0.1% |
| LKQ | SELL | 2023-02-01 | 2023-02-06 | $58.10 | $161.4M | +3.6% | +3.0% | +2.3% |
| FISV | SELL | 2023-01-04 | 2023-01-06 | $100.94 | $605.6M | +2.0% | +6.2% | +12.8% |
| LKQ | SELL | 2022-10-31 | 2022-11-02 | $53.60 | $348.4M | +4.0% | +6.7% | +14.3% |
| NSIT | BUY | 2022-05-13 | 2022-05-17 | $99.48 | $9.7M | -1.6% | -12.3% | -6.2% |
| STX | SELL | 2022-02-17 | 2022-02-22 | $108.03 | $253.9M | -4.4% | -13.0% | -24.1% |
| HE | BUY | 2020-03-11 | 2020-03-13 | $40.89 | $108.0M | -6.1% | +7.0% | -8.8% |
| TRN | BUY | 2020-02-28 | 2020-03-03 | $20.56 | $27.3M | -15.2% | -23.6% | -5.3% |
| UFI | BUY | 2019-05-10 | 2019-05-14 | $20.20 | $1.1M | -3.1% | -7.7% | -5.5% |
| AWI | SELL | 2019-03-11 | 2019-03-13 | $73.25 | $33.4M | +2.8% | +15.0% | +30.2% |
| AWI | SELL | 2019-02-27 | 2019-03-01 | $73.69 | $127.1M | +0.3% | +10.8% | +21.6% |
| STX | BUY | 2018-12-06 | 2018-12-10 | $40.61 | $32.5M | -9.8% | -1.0% | +19.9% |
| UFI | BUY | 2018-11-14 | 2018-11-16 | $26.97 | $1.9M | +3.0% | -13.5% | -15.3% |
| STX | BUY | 2018-08-09 | 2018-08-13 | $51.04 | $162.4M | +8.3% | -3.8% | -18.5% |
| CBG | SELL | 2017-09-15 | 2017-09-19 | $35.90 | $197.4M | +2.8% | +8.5% | +19.9% |
| WLTW | SELL | 2017-09-11 | 2017-09-13 | $152.31 | $58.8M | +0.7% | +3.3% | +1.8% |
| WLTW | SELL | 2017-08-25 | 2017-08-29 | $149.02 | $46.3M | +2.5% | +5.2% | +7.2% |
| TRN | BUY | 2017-08-23 | 2017-08-25 | $28.41 | $145K | -2.1% | +4.3% | +16.8% |
| WLTW | SELL | 2017-08-17 | 2017-08-21 | $149.05 | $15.8M | -0.4% | +2.3% | +7.3% |
| WLTW | SELL | 2017-08-10 | 2017-08-14 | $149.09 | $26.8M | -2.1% | +0.9% | +6.6% |
| TRN | BUY | 2017-08-02 | 2017-08-04 | $27.54 | $12.1M | +1.1% | +3.4% | +13.6% |
| ALSN | SELL | 2016-11-17 | 2016-11-21 | $32.06 | $182.7M | +3.3% | +4.1% | +14.1% |
| CBG | BUY | 2016-11-03 | 2016-11-04 | $26.04 | $14.0M | +2.1% | +12.3% | +12.7% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| WLTW |
| 3,325,706 |
| $770.1M |
| TRN | 26,414,338 | $665.9M |
| FISV | 13,587,746 | $646.4M |
| CBRE | 4,637,748 | $617.1M |
| NSIT | 3,760,343 | $604.3M |
| VRX | 17,506,495 | $409.7M |
| MSCI | 325,900 | $185.4M |
| LKQ | 2,488,681 | $55.3M |
| HE | 1,470,000 | $12.6M |
| AWI | 63,910 | $10.8M |
| KAR | 323,628 | $10.0M |
| UFI | 1,298,402 | $7.3M |
| CRM | 1,663 | $400K |
| MSFT | 675 | $357K |
| BHC | 18,682 | $118K |
| AMPS | 17,500 | $87K |
| BLUD | 7,440,665 | — |
| OCR | 1,483,672 | — |
| GVHR | 2,990,451 | — |
| Total | $30.0B |
Shares reported on the most recent Form 4, priced at the 2023-11-27 close. 3 holdings could not be priced and are excluded from the total.
| Scored | 30 | 30 | 30 |