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Tuesday, May 12, 2026

Activist Fund Cuts Standard Pacific Stake

A unit of San Francisco-based activist hedge fund ValueAct Capital LP has reduced its stake in Irvine homebuilder Standard Pacific Corp.

ValueAct SmallCap Master Fund L.P. currently counts a 1.9% stake in Standard Pacific, according to a regulatory filing filed with the Securities and Exchange Commission on Friday.

In July, ValueAct had reported a 5.2% stake in the homebuilder.

The hedge fund cashed out on more than $20 million of shares in August and September, when Standard Pacific’s shares were trading between $7.63 and $14.40, filings show. The company was trading at $8.35 on Friday.

The hedge fund’s remaining stake in Standard Pacific was worth about $10 million at last check.

ValueAct also holds a 15% stake in Santa Ana’s Advanced Medical Optics Inc. The shareholder was a vocal critic of the eye care and surgical device maker’s $4.23 billion bid earlier this year for rival Bausch & Lomb Inc. of Rochester, N.Y

Advanced Medical scrapped its bid for Bausch in July.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.

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