ValueAct Capital — DIS

How ValueAct Capital's position in Walt Disney Co. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	400,231	$38,574,264	0.68%	TRIM
Q4 2025	3,077,931	$350,176,210	4.98%	NEW