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Disclosery

ValueAct Holdings, L.P.: LLYVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ValueAct Holdings, L.P. on LLYVA, newest first. How the timeline and the estimate are built.

ValueAct Holdings, L.P. held 785,119 LLYVA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 785,119 shares
    Change vs previous 13F -991,956 shares

    1.41% of the 13F portfolio, value $79,501,150.

    13F-HR 0001418814-26-000003 filed by ValueAct Holdings, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,777,075 shares
    Change vs previous 13F -22,244 shares

    2.85% of the 13F portfolio, value $162,851,153.

    13F-HR 0001418814-26-000002 filed by ValueAct Holdings, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,799,319 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $146,644,499.

    13F-HR 0001418814-26-000001 filed by ValueAct Holdings, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).