UBS O'Connor’s Vale VALE Stock Holding History

UBS O'Connor’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,390,900	Closed	-$243K	–	517
2016 Q1	$243K	Buy	+1,390,900	New	+$4.32M	﹤0.01%	391

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

UBS O'Connor's VALE Position: Q4 2025 in Review

UBS O'Connor sold out of Vale (VALE) in Q4 2025, closing a stake of 195,578 shares — an estimated $2.12M sold.

UBS O'Connor first reported a position in VALE in Q2 2013 and held it in 9 quarters. The position peaked at $10.3M in Q3 2023. 533 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

UBS O'Connor reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
UBS O'Connor sold 195,578 Vale shares in Q4 2025, an estimated $2.12M.
UBS O'Connor first reported a position in Vale in Q2 2013 and held it in 9 quarters.
UBS O'Connor's Vale position peaked at $10.3M in Q3 2023.
533 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.