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 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
Visa
V
$756B
| $795M | 14.1% |
2,316,250
| – | – |
2024 Q3
7 quarters
|
|
2
Amazon
AMZN
$2.7T
| $701M | 12.44% |
2,941,700
+57,100
| +2% | +$14.3M |
2024 Q4
6 quarters
|
|
|
3
Rocket Companies
RKT
$30.5B
| $656M | 11.65% |
41,668,774
+13,454,050
| +48% | +$194M |
2025 Q1
5 quarters
|
|
|
4
Blackrock
BLK
$176B
| $559M | 9.93% |
581,700
+35,600
| +7% | +$36.8M |
2025 Q4
2 quarters
|
|
5
Meta Platforms (Facebook)
META
$1.81T
| $516M | 9.15% |
915,674
| – | – |
2024 Q3
7 quarters
|
|
6
Salesforce
CRM
$198B
| $469M | 8.33% |
2,994,509
| – | – |
2022 Q4
14 quarters
|
|
7
Toast
TOST
$18.3B
| $393M | 6.98% |
14,134,038
+1,238,600
| +10% | +$32.3M |
2025 Q3
3 quarters
|
|
8
KKR & Co
KKR
$77.4B
| $327M | 5.8% |
3,558,200
+278,500
| +8% | +$27M |
2026 Q1
1 quarter
|
|
|
9
Spotify
SPOT
$109B
| $242M | 4.29% |
526,800
+168,300
| +47% | +$80.2M |
2026 Q1
1 quarter
|
|
|
10
Liberty Live Group Series C
LLYVK
$9.03B
| $229M | 4.07% |
2,172,388
-1,388,820
| -39% | -$135M |
2024 Q3
7 quarters
|
|
|
11
Simpson Manufacturing
SSD
$7.23B
| $174M | 3.09% |
830,642
-567,400
| -41% | -$106M |
2025 Q2
4 quarters
|
|
|
12
Roblox
RBLX
$35.4B
| $171M | 3.04% |
3,147,421
-2,701,200
| -46% | -$134M |
2023 Q3
11 quarters
|
|
|
13
CBRE Group
CBRE
$38.5B
| $134M | 2.37% |
992,391
+757,800
| +323% | +$104M |
2025 Q2
4 quarters
|
|
|
14
Liberty Live Group Series A
LLYVA
$8.73B
| $79.5M | 1.41% |
785,119
-991,956
| -56% | -$93.9M |
2024 Q3
7 quarters
|
|
|
15
MongoDB
MDB
$27.2B
| $55.7M | 0.99% |
165,700
-872,100
| -84% | -$262M |
2025 Q2
4 quarters
|
|
16
Live Nation Entertainment
LYV
$39.7B
| $55.3M | 0.98% |
302,066
-322,600
| -52% | -$53.1M |
2024 Q3
7 quarters
|
|
17
WIX.com
WIX
$3.14B
| $47.4M | 0.84% |
1,099,370
| – | – |
2026 Q1
1 quarter
|
|
|
18
PayPay
PAYP
$10.6B
| $30.9M | 0.55% |
+2,154,800
| New | +$39.6M |
2026 Q2
0 quarters
|
|
19
Walt Disney
DIS
$191B
| – | – |
-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.