Jeffrey Ubben Portfolio Holdings by Sector

Value Act Holdings, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CRM 1 stocks	$969,058 23.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS LYV 2 stocks	$868,586 21.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology NSIT 1 stocks	$617,790 15.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$586,464 14.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$375,903 9.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$311,596 7.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$124,751 3.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$118,072 2.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$117,790 2.88% of portfolio	1	-	1	-	0 Calls 0 Puts

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