Mason Morfit ValueAct Holdings
Mason Morfit is chief executive officer of ValueAct Capital, a major constructive-activist investment firm. ValueAct typically takes significant stakes in companies and works with boards on strategy, capital allocation, and operational improvement. Morfit’s campaigns and holdings are closely watched in both activist and fundamental investing communities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Rocket Companies
RKT
|
+$194M |
| 2 |
CBRE Group
CBRE
|
+$104M |
| 3 |
Spotify
SPOT
|
+$80.2M |
| 4 |
PAYP
PayPay
PAYP
|
+$39.6M |
| 5 |
Blackrock
BLK
|
+$36.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MongoDB
MDB
|
+$262M |
| 2 |
Liberty Live Group Series C
LLYVK
|
+$135M |
| 3 |
Roblox
RBLX
|
+$134M |
| 4 |
Simpson Manufacturing
SSD
|
+$106M |
| 5 |
Liberty Live Group Series A
LLYVA
|
+$93.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 41.47% |
| 2 | Communication Services | 22.95% |
| 3 | Technology | 17.68% |
| 4 | Consumer Discretionary | 12.44% |
| 5 | Materials | 3.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Visa
V
$693B
| $795M | 14.1% |
2,316,250
| – | – |
|
2
Amazon
AMZN
$2.79T
| $701M | 12.44% |
2,941,700
+57,100
| +2% | +$14.3M |
|
|
3
Rocket Companies
RKT
$39.4B
| $656M | 11.65% |
41,668,774
+13,454,050
| +48% | +$194M |
|
|
4
Blackrock
BLK
$179B
| $559M | 9.93% |
581,700
+35,600
| +7% | +$36.8M |
|
5
Meta Platforms (Facebook)
META
$1.4T
| $516M | 9.15% |
915,674
| – | – |
|
6
Salesforce
CRM
$171B
| $469M | 8.33% |
2,994,509
| – | – |
|
7
Toast
TOST
$21.2B
| $393M | 6.98% |
14,134,038
+1,238,600
| +10% | +$32.3M |
|
8
KKR & Co
KKR
$97.4B
| $327M | 5.8% |
3,558,200
+278,500
| +8% | +$27M |
|
|
9
Spotify
SPOT
$110B
| $242M | 4.29% |
526,800
+168,300
| +47% | +$80.2M |
|
|
10
Liberty Live Group Series C
LLYVK
$9.7B
| $229M | 4.07% |
2,172,388
-1,388,820
| -39% | -$135M |
|
|
11
Simpson Manufacturing
SSD
$7.74B
| $174M | 3.09% |
830,642
-567,400
| -41% | -$106M |
|
|
12
Roblox
RBLX
$27.4B
| $171M | 3.04% |
3,147,421
-2,701,200
| -46% | -$134M |
|
|
13
CBRE Group
CBRE
$44B
| $134M | 2.37% |
992,391
+757,800
| +323% | +$104M |
|
|
14
Liberty Live Group Series A
LLYVA
$9.36B
| $79.5M | 1.41% |
785,119
-991,956
| -56% | -$93.9M |
|
|
15
MongoDB
MDB
$34.7B
| $55.7M | 0.99% |
165,700
-872,100
| -84% | -$262M |
|
16
Live Nation Entertainment
LYV
$42.4B
| $55.3M | 0.98% |
302,066
-322,600
| -52% | -$53.1M |
|
17
WIX.com
WIX
$3.43B
| $47.4M | 0.84% |
1,099,370
| – | – |
|
|
PAYP
18
PayPay
PAYP
$10.4B
| $30.9M | 0.55% |
+2,154,800
| New | +$39.6M |
|
19
Walt Disney
DIS
$186B
| – | – |
-400,231
| Closed | -$38.6M |
|
Similar funds
Mason Morfit's Q2 2026 Portfolio in Review
As of Q2 2026, Mason Morfit held 19 positions worth $5.63B, down 1.4% from $5.71B the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Mason Morfit withdrew a net $294M in Q2 2026, closing 1 position and reducing 6 holdings. Its most notable exit was Walt Disney, an estimated $38.6M position sold in full.
By sector, the portfolio is most concentrated in Financials at 41% of assets, up from 34% a quarter earlier, followed by Communication Services and Technology.
Against the trend, Mason Morfit opened a new position in PayPay worth $30.9M.
- Mason Morfit's largest Q2 2026 buy was PayPay: 2,154,800 shares worth $30.9M.
- Mason Morfit added most to Rocket Companies in Q2 2026, an estimated $194M increase.
- Mason Morfit's biggest Q2 2026 reduction was MongoDB, cutting an estimated $262M.
- Mason Morfit fully exited Walt Disney in Q2 2026, selling an estimated $38.6M.
- Mason Morfit's ten largest holdings make up 87% of its $5.63B portfolio in Q2 2026.
- Mason Morfit opened 1 new position and closed 1 in Q2 2026.
- Mason Morfit's portfolio value fell 1.4% quarter-over-quarter to $5.63B.
Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.