Jeffrey Ubben Portfolio Holdings by Sector

Value Act Holdings, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MDB TOST 2 stocks	$781,477 13.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$768,604 13.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$686,946 12.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT COOP 2 stocks	$682,889 11.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS LYV 2 stocks	$607,593 10.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$593,311 10.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$564,498 9.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$534,549 9.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology NSIT 1 stocks	$257,637 4.51% of portfolio	-	1	-	-	0 Calls 0 Puts

Lumber & Wood Production \| Basic Materials SSD 1 stocks	$202,281 3.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$36,962 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts

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