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ValueAct Takes $1 Billion Passive Stake in Meta

(Bloomberg) -- ValueAct Capital Management has taken a $1 billion stake in Facebook parent Meta Platforms Inc., according to a person familiar with the matter. 

The stake is passive and ValueAct currently has no plans to launch an activist campaign at the company, said the person, who asked to not be identified because the matter isn’t public. ValueAct could make the position public in a filing as soon as this week, the person added. 

That timing would align with a deadline of Nov. 14 for investors to file a so-called 13F with the Securities and Exchange Commission disclosing their positions. 

Representatives for ValueAct and Meta declined to comment. 

San Francisco-based ValueAct has pushed for changes at companies including Walt Disney Co.

CNBC first reported the news of ValueAct’s stake in Meta. 

Meta, led by Chief Executive Officer Mark Zuckerberg, reported last month that third-quarter sales rose 19% year-over-year, with its social networks Facebook and Instagram driving the bulk of the business while ramping up heavy investments in AI and other futuristic technologies. The stock is up 77% in the past year. 

--With assistance from Kurt Wagner.

(Updates with Meta declining to comment in fourth paragraph; additional background in final paragraph)

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