ValueAct released its 13F for the quarter ending March, 2018. Below is a summary.

New Stakes
SLM Corporation (NASDAQ: SLM) new 7,400,000 share position

Raised Stakes
Citigroup Inc. (NYSE: C) raised from 1,100,000 shares to 16,200,000 shares
KKR & CO. L.P. (NYSE: KKR) raised from 47,750,000 shares to 49,700,000 shares
TRINITY INDUSTRIES, Inc. (NYSE: TRN) raised from 18,607,352 shares to 21,407,891 shares
Valeant Pharma (NYSE: VRX) raised from 18,010,027 shares to 18,011,537 shares

Lowered Stakes
Armstrong World (NYSE: AWI) lowered from 9,202,612 shares to 6,852,612 shares
CBRE Group (NYSE: CBG) lowered from 24,916,923 shares to 19,916,923 shares

Liquidated Stakes
Express Scripts (NASDAQ: ESRX) liquidated
Microsoft Corp. (NASDAQ: MSFT) liquidated

Maintained Stakes
Alliance Data Systems (NYSE: ADS) maintained 5,877,400 share stake
Armstrong Flooring (NYSE: AFI) maintained 4,609,071 share stake
Morgan Stanley (NYSE: MS) maintained 17,959,620 share stake
Seagate Technology (NASDAQ: STX) maintained 21,458,600 share stake
21st Century Fox (NASDAQ: FOX) maintained 53,326,334 share stake