ValueAct Capital Management, L.P. is Director at Valeant Pharmaceuticals International, Inc. (VRX). They have made 69 open-market trades across 25 companies since 2006, most recently 2025-05-08.
CIK 0001351069
40 open-market purchases totalling $582.9M since 2006, against 29 sales. Across 38 scored buys the stock is up 1.2% at ninety days, and 0.8 points ahead of the S&P over the same stretch.
38 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 26% | 66% | 74% |
| Avg Move | -4.4% | +0.2% | +1.2% |
| Alpha | -2.6% | +0.9% | +0.8% |
| Scored | 38 | 38 | 38 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 72% | 45% | 45% |
| Avg Move | -3.4% | -0.0% | +1.0% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| NSIT | SELL | 2025-05-08 | 2025-05-12 | $130.94 | $78.6M | -2.3% | -2.3% | -9.3% |
| LKQ | SELL | 2023-02-14 | 2023-02-16 | $57.54 | $107.7M | -0.5% | -5.2% | -2.8% |
| NSIT | BUY | 2022-08-30 | 2022-09-01 | $91.35 | $12.7M | -7.9% | -7.4% | +15.4% |
| NSIT | BUY | 2022-08-25 | 2022-08-29 | $93.36 | $18.7M | -7.6% | -9.1% | +9.7% |
| FISV | BUY | 2022-05-02 | 2022-05-04 | $94.90 | $21.4M | -5.4% | -2.0% | +4.4% |
| NSIT | BUY | 2022-02-17 | 2022-02-22 | $99.34 | $26.0M | +4.7% | +6.7% | -3.3% |
| TRN | BUY | 2020-02-04 | 2020-02-06 | $20.99 | $109K | +4.4% | -18.8% | -13.2% |
| TRN | BUY | 2020-01-16 | 2020-01-21 | $20.53 | $5.9M | -1.4% | +13.1% | -23.6% |
| TRN | BUY | 2019-11-11 | 2019-11-13 | $21.47 | $14.5M | +1.1% | +7.1% | +1.7% |
| ADS | SELL | 2019-10-28 | 2019-10-30 | $101.74 | $389.7M | +5.5% | +4.4% | +4.8% |
| UFI | BUY | 2019-05-07 | 2019-05-09 | $20.45 | $2.4M | -1.5% | -7.3% | -15.5% |
| AWI | SELL | 2019-05-01 | 2019-05-03 | $86.88 | $11.1M | +0.4% | +3.1% | +8.8% |
| STX | BUY | 2018-11-28 | 2018-11-30 | $41.95 | $10.4M | -10.5% | -12.3% | +5.8% |
| STX | BUY | 2018-11-20 | 2018-11-23 | $41.84 | $31.1M | -4.7% | -17.3% | +3.2% |
| AWI | SELL | 2018-11-09 | 2018-11-13 | $68.15 | $406.2M | -4.1% | -9.2% | -1.0% |
| ADS | SELL | 2018-11-06 | 2018-11-08 | $200.00 | $135.0M | -8.8% | -15.2% | -14.7% |
| AWI | SELL | 2018-08-07 | 2018-08-09 | $69.20 | $103.8M | +3.5% | +6.1% | +4.2% |
| STX | BUY | 2018-07-31 | 2018-08-02 | $52.78 | $49.9M | -0.4% | -7.5% | -24.7% |
| TRN | BUY | 2018-03-06 | 2018-03-08 | $32.98 | $19.5M | -1.4% | -5.9% | +3.5% |
| TRN | BUY | 2018-02-28 | 2018-03-02 | $32.83 | $31.2M | -0.3% | -4.8% | +3.7% |
| KKR | BUY | 2018-02-06 | 2018-02-08 | $21.59 | $38.9M | +4.1% | +7.9% | +8.8% |
| CBG | SELL | 2017-11-17 | 2017-11-21 | $42.84 | $72.0M | +1.2% | +1.1% | +4.8% |
| TRN | BUY | 2017-11-16 | 2017-11-27 | $33.00 | $1.8M | +5.9% | +10.4% | -1.4% |
| TRN | BUY | 2017-11-13 | 2017-11-15 | $32.88 | $14.0M | +6.0% | +11.2% | -0.9% |
| WLTW | SELL | 2017-11-09 | 2017-11-13 | $161.22 | $70.9M | -0.7% | -4.8% | -4.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| IT | 3,404,002 | $698.9M |
| TRN | 25,885,717 | $652.6M |
| FISV | 13,147,776 | $625.5M |
| KAR | 20,198,036 | $623.7M |
| NSIT | 3,461,739 | $556.3M |
| WLTW | 2,364,358 | $547.5M |
| ACXM | 8,779,795 | $425.6M |
| AWI | 2,244,910 | $377.7M |
| ADS | 3,207,646 | $182.2M |
| EYE | 5,799,235 | $101.1M |
| CIM | 4,175,428 | $35.1M |
| LKQ | 1,552,751 | $34.5M |
| UFI | 1,245,902 | $7.0M |
| PSTI | 5,586,309 | $5.6M |
| MSFT | 1,819 | $962K |
| CBRE | 7,017 | $934K |
| CRM | 554 | $133K |
| VRX | 1,148 | $27K |
| OCR | 400 | — |
| WSH | 3,675 | — |
| REY | 7,733,000 | — |
| BLUD | 7,040,665 | — |
| MNSC | 3,432,526 | — |
| Total | $35.0B |
Shares reported on the most recent Form 4, priced at the 2025-05-12 close. 5 holdings could not be priced and are excluded from the total.
| Scored | 29 | 29 | 29 |