ValueAct Boosts Rockwell Collins Stake

Jeffrey Ubben, the firm’s founder, tells Alpha that the sell-side analysts have it wrong when it comes to the company’s potential.

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Jeffrey Ubben’s ValueAct Capital, which has gained widespread attention for its activist stake in Microsoft, has upped its position in another of its core holdings.

The San Francisco–based hedge fund firm lifted its ownership in Rockwell Collins, a supplier to airplane manufacturers, to 13.1

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