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	$777,843 18.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS LYV 2 stocks	$763,665 18.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology NSIT 1 stocks	$609,220 14.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$584,932 13.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$510,907 12.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$460,136 10.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$187,793 4.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$107,135 2.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$86,149 2.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT 1 stocks	$81,213 1.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$34,981 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts

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