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	$1.07 Million 25.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology NSIT 1 stocks	$874,857 20.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS LYV 2 stocks	$829,071 19.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$448,615 10.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$438,301 10.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$385,899 9.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$121,071 2.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$102,721 2.4% of portfolio	-	-	-	-	0 Calls 0 Puts

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