ValueAct Holdings II, L.P. is Director & 10% Owner at Seagate Technology plc (STX). They have made 11 open-market trades across 9 companies since 2019, most recently 2025-12-05.
CIK 0001763309
8 open-market purchases totalling $162.3M since 2019, against 3 sales. Across 8 scored buys the stock is down 1.8% at ninety days, and 4.9 points behind the S&P over the same stretch.
8 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 25% | 63% | 25% |
| Avg Move | +4.8% | -1.0% | -1.8% |
| Alpha | +6.5% | +1.6% | -4.9% |
| Scored | 8 | 8 | 8 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CRM | BUY | 2025-12-05 | 2025-12-08 | $260.58 | $25.0M | -0.8% | +2.4% | -23.5% |
| NSIT | BUY | 2023-02-14 | 2023-02-16 | $127.76 | $21.8M | +3.4% | +6.7% | -1.8% |
| LKQ | SELL | 2023-02-06 | 2023-02-08 | $56.06 | $147.8M | +0.2% | -2.9% | +1.7% |
| STX | SELL | 2021-01-13 | 2021-01-15 | $60.24 | $84.7M | +8.9% | +16.0% | +32.9% |
| BHC | BUY | 2020-06-05 | 2020-06-09 | $19.24 | $36.5M | -2.1% | -14.2% | -19.4% |
| BHC | SELL | 2020-06-05 | 2020-06-09 | $19.24 | $18.2M | -2.1% | -14.2% | -19.4% |
| NKLA | BUY | 2020-06-03 | 2020-06-05 | $10.00 | $50.0M | +53.0% | +16.5% | -14.0% |
| AES | BUY | 2020-05-15 | 2020-05-19 | $11.67 | $5.8M | -4.1% | +2.7% | +35.0% |
| TRN | BUY | 2020-02-07 | 2020-02-11 | $20.96 | $338K | -0.6% | -29.2% | -12.5% |
| UFI | BUY | 2019-08-12 | 2019-08-14 | $18.80 | $2.2M | -2.2% | +19.8% | +22.2% |
| TRN | BUY | 2019-07-29 | 2019-07-31 | $19.36 | $20.7M | -8.2% | -12.2% | -0.7% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| UFI | 1,413,402 | $8.0M |
| NKLA | 8,686,587 | $1.6M |
| FISV | 2,708 | $129K |
| AFI | 17,396 | $6K |
| Total | $4.5B |
Shares reported on the most recent Form 4, priced at the 2025-12-08 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.