ValueAct’s top Q3 trades feature new Meta, Visa stakes, KKR, Spotify exits
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ValueAct Holdings opened fresh equity stakes in Live Nation Entertainment (NYSE:LYV), with 1.01M shares, Visa (NYSE:V), with 374K shares, and Meta Platforms (NASDAQ:META), with 212K shares, the hedge fund disclosed in a 13F filing on Thursday.
By contrast, the firm exited its holdings in The New York Times (NYSE:NYT), KKR (NYSE:KKR), Spotify Technology (NYSE:SPOT) and Fiserv (NYSE:FI).
It raised its positions in Roblox (NYSE:RBLX), to 10.14M from 2.3M , and Walt Disney (NYSE:DIS), to 7.46M from 6.13M.
It trimmed its stake in Expedia Group (NASDAQ:EXPE), to 2.61M from 3.41M, according to the filing.